An order ready for review
Review captured customer, item, quantity and delivery details without re-keying every line.
Uses
Incoming orders and your customer and product records.
Order processing
Capture customer orders. Validate items, prices and availability. Prepare accurate orders for fulfilment.
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Process orders without re-keying every line.
Orders arrive in emails, documents and messages. Re-keying the same details into different systems creates delays and leaves room for mistakes.
3 lines captured
An order captured from email
SO-1043 · Atlas Trading
| Requested item | Quantity | Matched product code |
|---|---|---|
| Cable ties · 200 mm | 40 packs | CT-200 |
| Safety gloves · M | 24 boxes | SG-M |
| Packing tape · 50 mm | 60 rolls | PT-50 |
Customer, item quantities and the requested delivery date are extracted into a draft order.
Supporting records
Atlas Trading order email · Product catalogue
Three order lines extracted. Delivery requested: 14 October.
Stock exception
Two lines clear. One stock shortfall.
SO-1043 · Atlas Trading
| SKU | Requested | Available |
|---|---|---|
| CT-200 | 40 packs | 120 packs |
| SG-M | 24 boxes | 48 boxes |
| PT-50 | 60 rolls | 48 rolls |
Packing tape is short by 12 rolls at the dispatch warehouse. The order is held for review.
Supporting records
Warehouse stock snapshot · Customer price list
Products and prices matched. PT-50 shortage flagged.
Ready for review
A complete draft, with the issue in view
SO-1043 · Atlas Trading
| Order detail | Prepared value |
|---|---|
| Customer | Atlas Trading |
| Draft order | SO-1043 · 3 lines |
| Open exception | 12 rolls of PT-50 |
The team can resolve the shortage before approving the order for fulfilment.
Supporting records
Draft SO-1043 · Original email · Stock check
Draft prepared. No order has been submitted.
Step 1 of 3
What your team gets.
Issues flagged before fulfilment
See missing details, price differences and unavailable items before the order moves forward.
Uses
Product catalogues, customer prices, trading terms and available stock.
Approved details for the next team
Pass the checked order into fulfilment with the details that have already been reviewed.
Uses
The validated order, requested delivery details and fulfilment records.
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in action.
Explore the workflows, integrations and approval controls for your operation.
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