Manufacturers and distributors
Orders reach the ERP without anyone re-typing them
Purchase orders and supplier disputes are read and matched to the ERP before anyone opens the inbox.
Built forQopia FinancialJSI Systems
- Every emailed order is typed in line by lineBy hand
- Disputes with suppliers sit in a shared inboxBy hand
- ERP and accounting never quite agreeBy hand
- Quotes get rebuilt from scratchBy hand
Sound familiar?
Where the time goes at manufacturers and distributors
- Data entry
Every emailed order is typed in line by line
See howTodayPart numbers checked by eye, one PDF at a time.
With usOne system becomes the record everyone trusts and feeds the rest, with alerts when they drift.
- Daily reports
Disputes with suppliers sit in a shared inbox
See howTodayEach one waits until someone pulls the PO.
With usReports rebuilt and queues cleared before anyone arrives, with a record of every run to check.
- Month-end close
ERP and accounting never quite agree
See howTodayInventory, receipts and invoices, reconciled in a spreadsheet.
With usYour records are matched for you. Your controller only sees what needs a call.
- Reports and proposals
Quotes get rebuilt from scratch
See howTodayA configuration you’ve priced before, priced again.
With usDrafts built from your notes, past work and approved wording, checked against your rules and ready to review.
Proof
Already running at another firm
At JSI Systems, a manufacturer, every supplier dispute is now read on arrival, matched to its purchase order, delivery record and contract terms in the ERP, and routed with a recommended action.
Your options
Sales order automation: 3 ways to do it
Option 1
Buy software
Best whenOrders follow one format and an order-capture product supports your ERP.
Option 2
Build it in-house
Best whenSomeone in IT can build the import and maintain the mappings.
Where we fit
Bring in a partner
Best whenOrders come in many formats, across the inbox, ERP and spreadsheets.
Systems worth looking at first
Conexiom and Esker read orders into ERPs such as NetSuite, Epicor, SYSPRO and Microsoft Dynamics 365. Try your ERP’s own import first.
What each one costs, and who keeps it running
- Buy software
- CostA subscription for each seat, and the time to set it up.
- UpkeepThe vendor, and whoever owns it on your side.
- Build it in-house
- CostTheir time now, and again each time something changes.
- UpkeepThat person.
- Bring in a partner
- CostA monthly retainer.
- UpkeepThe partner, with a named owner on your side.
Manufacturers and distributors
What to settle before you start
Your ERP is the record. Nothing writes to it without a rule for mismatched part numbers, units and prices.
- Order inboxChecked first
- Supplier emailFeeds it
- Price listFeeds it
- ShippingFeeds it
Questions from manufacturers and distributors
Does this change anything on the production floor?
No. This is the office side only.
Can it write to our ERP?
Yes, under a rule you set, usually by order value and how well it matched.
What about orders that don’t match a part number?
They go to a person with the closest matches attached.
Do you only work with manufacturers?
No. The same work shows up in every industry.
Your brief · 1 of 3
What brings you here?
See what we’d build first at a firm like yours.
Start with one process.
A working session on how your firm actually runs. You leave knowing the first process worth fixing.