Wholesale order and PO processing involves receiving customer orders, manually logging them, searching for matching purchase orders, and verifying inventory before approval. Manual processing is slow, error-prone, and creates bottlenecks when PO numbers are missing or inventory is unavailable.
Automation reads incoming orders, matches them to purchase orders in the accounting system, checks inventory levels, and flags exceptions for human review. Approved orders flow directly to the warehouse in minutes instead of hours.
The full workflow, from trigger to completion.
Incoming order is captured, web form, or EDI. Order details are extracted and parsed automatically.
The automation reads the order email or form and extracts customer name, items, quantities, SKUs, and any PO reference into structured fields.
Automation searches for a matching purchase order using customer name and PO number. If found, PO details are retrieved.
The automation compares order line items, quantities, and pricing against the PO. A match score is calculated and any discrepancies are flagged.
Automation queries inventory levels for each line item and confirms stock availability.
If order matches PO and inventory is available, proceed to approval. Otherwise, route to manual review.
Approved order is logged and a message is sent to the warehouse team with fulfillment details.
If order does not match PO or inventory is short, a alert is sent to the Order Processor with details and a link to resolve manually.
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