Order entry agent
Puts orders that customers send by mail, PDF or Excel into your system, for checking, without retyping.
Saves, estimated: ± 3 hours a week
Order entry agent is an AI agent from Altramano for webshop and payments. An AI agent does a task that involves reading, assessing or writing, such as assessing an enquiry or drafting a reply. It puts it in front of you, or does it itself if you want it to.
What it does
- Reads an order from a mail, a PDF or a customer's spreadsheet.
- Recognises the items by your item numbers or by the description.
- Sets the order up in your web shop, ERP or table, with the customer and the delivery address.
- Puts an order forward when an item is unknown or a quantity odd.
An example
- In
- A PDF from a regular customer with 28 lines, two of them with an old item number.
- Out
- An order with 26 lines ready for checking, and two lines with a question.
Integrations it uses
GmailFind, send and answer mail in Gmail, with a trigger on new mail.
Microsoft OutlookFind, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.
ShopifyOrders, customers and products in Shopify, with triggers on new orders and customers.
WooCommerceOrders, customers and products in WooCommerce, with triggers on new orders.
Microsoft Excel 365Read and update rows and tables in Excel files on OneDrive or SharePoint.
Google SheetsRead, add and update rows in Google Sheets, with a trigger on a new row.
Microsoft Dynamics 365 Business CentralReading and creating customers, items, sales and purchase documents in Dynamics 365 Business Central.
PicqerReading products, orders, customers, picklists and purchase orders in Picqer, creating products, customers and orders and processing orders, with a trigger on every new order.
SendcloudReading shipments, orders, returns and shipping options in Sendcloud, registering or cancelling shipments, creating orders and returns and pulling track and trace, with a trigger on every new or changed shipment.
CCV ShopReading orders, products, customers, invoices and returns from your CCV Shop webshop, creating and updating orders and updating products, with a trigger on every new order.
ChannelEnginePulling and confirming marketplace orders, registering shipments, returns and cancellations and updating products, price and stock in ChannelEngine, with a trigger on every new order.
Where the limit lies
Every order waits for a yes before it is processed.
Templates it bundles
| Sjabloon | Soort | What it does |
|---|---|---|
| Order → confirmation and table | automation + assistant | Every order (through a webhook from your webshop) lands in a table and the customer gets a confirmation, for approval. |
| Letter or mail from a table row | automation | Set a row to "Send" and a tidy letter or mail is made from the details, for approval. |
Industries where this comes up
Frequently asked questions
Does it read every layout?
Mail, PDF and Excel, even when every customer has their own layout. A scan without text it reads as an image.
What if a customer uses an old item number?
Then it proposes the new one, if you have recorded that mapping, and otherwise it asks.
Does it work with my ERP?
With Business Central, with your web shop, and otherwise with a table you import. In the demo we look at what fits.