Manufacturing · Operations Control
Turning incoming orders into clean ERP entries
An order should create work for the production team—not hours of retyping for customer service.
The problem
Where the work was getting stuck.
Purchase orders arrive through email as PDFs, spreadsheets and scanned documents. They rarely match the structure of the ERP, so someone has to identify the customer and products, check quantities and pricing, and enter every line manually.
The work is repetitive, but mistakes matter. A wrong quantity, delivery date or part number can create problems across planning, production and customer service.
How we helped
A workflow built around the way the team operates.
We built a workflow that monitors the order inbox, reads each purchase order and extracts the information the ERP requires.
Customer records, product numbers, quantities, pricing and dates are checked against the company’s rules. Straightforward orders are prepared for approval; missing information and genuine discrepancies reach a person with the relevant fields already highlighted.
Once approved, the order is written into the ERP and the original documents are attached to the record.
Benefits realised
What changed in the working day.
- 01Less time spent re-entering orders
- 02Fewer avoidable data-entry errors
- 03Faster customer acknowledgements
- 04A clear queue for exceptions
- 05A complete approval record
Routine orders keep moving. People spend their time resolving the ones that genuinely need judgement.