Order entry agent
Super Agent · YP
Turns customer POs into sales orders, with item, unit, price and date checked on every line.
On every customer PO · ran 2m ago
Run nowWholesale & distribution
Enter customer POs as sales orders
Reads customer purchase orders from email, PDF and spreadsheet and enters them as sales orders in NetSuite. Your order administrators confirm each one.
×
When
When a purchase order arrives
Systems
OutlookExcelNetSuiteMode
Enters as draft. Your order administrators confirm
Problem
Purchase orders arrive as emails, PDFs and spreadsheets, each customer in their own format. Someone reads every line and retypes part numbers, quantities, units, prices and delivery dates into NetSuite.
What it does
YP reads each purchase order, maps the customer’s part numbers to your item codes and checks units, prices and dates against the customer’s agreement. It creates the sales order in NetSuite and links every field to the line on the PO.
How it works
See exactly how the work gets done.
Each purchase order is read when it arrives. YP reads the PO in the format the customer uses, whether that is an email body, a PDF or a spreadsheet.
Customer part numbers are mapped to your item codes. Each part number on the PO is looked up in your own cross-reference list.
Every order is checked against the customer’s terms. YP compares the units of measure, pack sizes, prices and delivery dates on the PO with those terms.
Differences are flagged and never corrected silently. This applies to a price that does not match, a quantity that does not fit the pack size or an unknown item.
Your order administrators confirm every order that YP enters. Your team checks the draft sales order and confirms it, and only then is it released.
The outcome
Your order administrators check and confirm. The retyping is gone, and every field can be traced back to the PO.
01
POs entered on arrival
As pending sales orders in NetSuite, any format
02
4 checks per line
Item, unit, price and delivery date
03
Order administrators confirm
Every order, before it reaches the warehouse
For your numbers
YP drafts each sales order and checks every line, so your order administrators process more orders and fewer end in a credit note.
How it runs
Designed for enterprise.
Private
Runs on your infrastructure. Drawings, prices, client and claims data never train a model.
Explainable
Not a black box. An AI auditor checks that every task was done as intended and proposes improvements.
Traceable
Every value links to the document, rule or record it came from. Every step is logged. A named person approves anything that leaves the building.
Your systems
Works in your ERP, CargoWise, policy system, GIS and file shares. Nothing is replaced.
Not sure where to start?
Put AI to work on your most complex workflows.
More Wholesale & distribution use cases
Wholesale & distributionSee use case
Turn bid lists into draft quotes
Matches every bid line to your catalog and suppliers and drafts the quote in NetSuite. Your bid manager sets the price.
×
Wholesale & distributionSee use case
Attach the right documents to every delivery
Checks each supplier CoA against the spec, then attaches the specs, SDSs and CoAs each customer requires to the quote or delivery.
×
Wholesale & distributionSee use case
Match customer part numbers to your items
Matches the customer’s part numbers to your own item codes and keeps every confirmed match for next time.
×