Order-entry workflows for the teams behind the inbox.
Wholesalers, distributors, and light manufacturers can use Poppelo to capture customer purchase orders, review exceptions, and prepare approved records for their destination systems. Larger programmes and their trading partners are welcome in the beta.
Start with your documents and destination
Choose representative customer orders, identify the catalogue references they use, and decide who reviews uncertainty. Confirm whether the downstream record should be a QuickBooks Online Estimate, Shopify draft order, or NetSuite sales order. Assess connector limitations and unsupported financial terms before expanding the workflow.
Know what is available before expanding delivery
Routing an approved order to one of several connected stores is included on Growth and above; writing the same order to a store and to your books at once is a Growth or Scale add-on and is in beta. The product status page keeps the current table.
Questions about this workflow
Do these workflows require automatic approval?
No. Auto-approval is off by default. Teams can start with review and evaluate eligibility for automatic approval separately.
Ready to test the workflow?
Use your own orders during the trial, then review pricing and trial terms before you decide.