How to automate wholesale purchase order entry from email and PDF
The agent reads buyer POs in any format, enters them in Shopify or your order system, checks stock, confirms with the buyer and invoices.
- Reach it by
- Web
- Who can use it
- Your wholesale buyers and your order team
- Works in
- Shopify or your order system · QuickBooks or Xero · Your sales email · Your price lists
The problem
One buyer sends a PDF. Another pastes a list into an email. A third sends a spreadsheet with their own SKUs. Someone on your team retypes every one into Shopify.
Typos ship the wrong case pack. Orders sit in the inbox over the weekend. Buyers wait two days for a confirmation they could have had in an hour.
What your agent does
- A buyer emails a POPDF, spreadsheet or plain text
- Your agent reads the POMaps their SKUs to yours and checks pricing tiers
- Stock checked
- Mismatches to your order teamUnknown SKU, wrong price, short stock
- Order confirmed with the buyerLines, quantities and ship date
- Order entered and invoiced
What you get
- POs entered the same day, in any format
- Buyer SKUs matched to yours without retyping
- Confirmations and invoices out within hours
Who approves what
Orders that match your price list and stock can go through on their own if you choose. Anything off, like a price the buyer wrote in or a backorder, goes to your order team before the buyer hears back.
Common questions
- What if a buyer uses their own item numbers?
- The agent keeps a map of each buyer's numbers to your SKUs. The first time it sees a new one, it asks your team and remembers the answer.
- We don't use Shopify for wholesale. Does it still work?
- It works with order systems you can connect outside tools to from your own account, and with QuickBooks or Xero for invoicing. We check yours on the free call.
Read more
How do you automate the invoices, receipts and forms coming into your inbox?
Send every document to one inbox or folder, pull the details you care about off each one (vendor, date, amounts, names), check them against your rules, enter them in your accounting or business system, and file the original with a consistent name. Anything that doesn't match your rules goes to a person instead of being entered.
Read the post
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What job would you hand to an agent?
Book a free 15-minute call. Tell us the job that eats your week and we'll tell you how an agent would handle it and what it would cost.