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Your customers send orders by email. Somebody still types every one of them in.
The plant runs on a schedule. The front office runs on whoever has time to key in the next PO, answer the next where-is-my-order call and chase the next quote.
Where the week goes
The work around the work.
Purchase orders arrive as emails and PDFs. Someone reads each one, keys it into the ERP, sends an acknowledgement, and later answers the same customer asking where it is. Quotes go out and wait in an inbox. None of it is hard, and all of it repeats every day.
The office stops being a typing pool between the customer's email and your ERP. The orders still get checked by a person. They just stop getting typed by one.
Count it yourself
The answers are in your records.
We are not going to quote you a statistic about your industry. Open your inbox and answer these.
- 01
How many POs arrived by email last week, and how many minutes did each one take to enter?
- 02
How many calls and emails a week are customers asking where their order is?
- 03
How many quotes are open right now, and who is chasing them?
- 04
When the person who does order entry is out, how far behind does it get?
What we automate
The work, plainly.
Inside the ERP, email and spreadsheets you already have. Nothing gets replaced.
01
Order entry from emailed POs
POs are read from the inbox, matched to the customer and the part numbers, and staged in the ERP for a person to approve.
02
Order acknowledgements
The customer gets a confirmation built from the order itself, within minutes of it being approved.
03
Status updates
Ship dates and changes go out from the ERP or the schedule, so customers hear before they have to ask.
04
Quote follow-up
Every open quote on one list, followed up on a schedule you set until the customer answers.
Problems we fix
What it looks like here.
We type the same thing in twice
The same PO is typed into the ERP, a spreadsheet and an acknowledgement email.
Quotes go out, nobody follows up
Quotes go out by email and wait there, because chasing them is nobody's whole job.
The business runs through me
One person knows how orders really get entered, and the business slows down when they are out.
The paperwork piles up
Packing lists, certificates and invoices get renamed, filed and forwarded by hand.
Who this fits
And who it does not.
Best fit: a manufacturer or distributor with at least one person whose day is mostly order entry, customer emails or quotes.
- Do we have to change ERPs?
- No. We work with the ERP you have. If it can take an import, an email or a spreadsheet, that is usually enough.
- What about our quality records?
- We do not touch regulated quality records. This is the front-office work around the orders, not the quality system.
- Who checks the orders?
- Your people. Orders are staged for a person to approve before anything is entered, and you decide when, if ever, that changes.
- What does this cost?
- Book the free 30-minute front-office review. Every build is custom, so it is quoted after we have seen how the work runs today.
Next
Book a free 30-minute front-office review.
We find the one workflow worth automating first. If there is not one, we say so.