Sales and customers · Example case
Customer orders from e-mail into the ERP, ready to approve
«Customers send orders by e-mail and someone types them into the ERP by hand. Sometimes they get it wrong.»
- ERP
- Documents and PDF
For: distribution, manufacturing
How it works
Goes in
The orders that customers send by e-mail, as PDF, Excel or plain text.
BackBison.com does it
- 1Detects which e-mails are orders and from which customer.
- 2Reads the lines: product code, quantity, price and delivery date.
- 3Looks up each product code in the ERP, also when the customer uses its own code.
- 4Checks prices, terms and stock.
- 5Creates the order in the ERP, waiting for approval.
You get
Orders from e-mail into the ERP, no keying
Orders in the ERP without copy errors, and a person who only approves or corrects.
AI: AI reads orders in any format and proposes the product code. Price and stock are checked with fixed rules.
You decide: Approves each order and decides when the price does not match or stock is missing.
What changes
Your team stops copying orders and starts reviewing them. Each line arrives checked, and what does not match comes flagged with the reason: a price outside the price list, a product code that does not exist, an impossible date.
AI is one step
AI reads the order, whatever its format. Fixed rules against the ERP decide if it is correct, and you have the last word.
Frequently asked questions
Does it work with any ERP?
BackBison.com connects to the ERP you already use. If we do not have the connection yet, we build it as part of the case.
Can it create a wrong order?
The order goes in waiting for approval. Nothing is final until a person confirms it.
Example case: it describes a type of work, not a specific company.
