Sage 100 · Customer order entry pilot

From emailed PO to review-ready draft order.

I am looking for a small number of manufacturers and distributors to test a focused workflow: extract customer PDF or spreadsheet POs, apply your item and pricing rules, flag uncertainty, and prepare a Sage-compatible draft for human approval.

Start with a one-line reply
The proposed workflow
01ReceivePDF, XLSX, or CSV customer PO
02ExtractPO number, ship-to, requested date, items, quantities, and prices
03ValidateCustomer SKU, UOM, price, duplicates, and required fields
04ReviewClean lines become a draft; exceptions remain visible for a person

What the output contains

A source-linked table of extracted order fields, mapped Sage item codes, normalized units and quantities, expected versus submitted prices, duplicate indicators, confidence and validation status, plus a separate exception queue.

What it does not do first

It does not post unattended transactions into your ERP. The first step needs no files, credentials, or production access — just a reply. If the workflow fits, I provide the next step.

Designed around exceptions, not magic OCR. Customer-specific SKU mappings, packaging differences, price changes, and duplicate POs are the real work. The goal is to automate known cases and make uncertain cases faster and safer to resolve.

Is this worth testing?

  • Your team receives repeat customer orders by email.
  • Someone re-keys at least part of those orders into Sage 100.
  • The same customer item mappings and validation rules recur often enough to matter.

If those conditions are not true, I will say so. This is a validation-stage offer, not a claim that every PO or Sage environment can be automated.

Still typing emailed orders into Sage?

A one-line reply is all the first step takes. I will send a short synthetic example and a written outline of how the workflow would be tested — no files or system access needed. Happy to keep it to email, or a quick call if you prefer.

Tell me it's still manual