Order-entry automation, from customer PO to approved record.
Poppelo turns customer purchase orders from email attachments, uploads, SFTP, and API intake into structured records for review and delivery to your order system. It helps wholesalers, distributors, and light manufacturers handle the order desk.
What order-entry automation does
A customer purchase order describes what a buyer wants to purchase. Order-entry automation captures its header and line items, identifies the customer and catalogue products, and prepares the downstream record. Reading a document is one stage; checking whether its quantities, part numbers, and destination make sense is another.
From intake to destination
Connect an email inbox or submit a PDF, spreadsheet, scan, or photo. Poppelo extracts the order, applies customer vocabulary and validation, and routes exceptions for review. Approved orders can be delivered as QuickBooks Online Estimates, Shopify draft orders, or supported NetSuite sales orders. Connector setup and supported mappings determine the appropriate destination.
Validation and review before delivery
Field confidence and validation gates help identify missing or uncertain values. Reviewers compare the extracted record with its source, correct lines, approve, or reject. Auto-approval is off by default; confidence alone does not override customer or policy restrictions. Unresolved ambiguity belongs in review.
Who this workflow serves
A wholesaler may receive repeated orders with customer-specific part numbers; a distributor may handle scanned POs across several storefronts; a light manufacturer may need approved customer orders entered before production planning begins. Each can use the same intake and review workflow without treating every customer document as a new template project.
When another approach may fit
EDI can be appropriate when trading partners already exchange agreed structured transactions. Manual entry can suit infrequent orders with unusual commercial terms. Generic OCR can supply text when document interpretation, catalogue matching, review, and delivery already exist elsewhere. Choose based on the full workflow and exception burden, not text recognition alone.
Questions about this workflow
Does extraction automatically send every order?
No. Delivery follows approval and the applicable validation, customer, and policy gates. Auto-approval is off by default.