ERP
- NetSuite
- Microsoft Dynamics 365 Business Central / Finance & Operations
- SAP Business One and S/4HANA
- QuickBooks (Online / Enterprise)
- Acumatica
- Odoo
- Epicor, Infor, Sage (via API or middleware)
Sales order automation: from customer email to your ERP without typing
Gless builds sales order automation agents that read incoming orders (emails, PDFs, Excel sheets, even photos), match every line against your catalog and price lists, and create a validated sales order in your ERP. Your team approves orders instead of retyping them.
90%less manual order entry for the client's sales team
4 weeksfrom kickoff to production
24/7orders processed nights, weekends, holidays
Manual order entry is where B2B sales teams lose their day
A distributor's inbox gets orders in every format a customer can invent: PDF purchase orders, Excel sheets with internal SKUs, three-line emails, photos of handwritten lists. Someone on your team reads each one, hunts for the right product codes, checks pricing, and types it all into the ERP. Transpose one digit and you ship the wrong product, issue a credit note, and apologize to the customer.
Order entry automation removes that layer. The agent does the reading, matching, and typing; your people do the checking.
How AI order entry works
01
Reads every order, whatever the format
The agent watches your shared inbox and flags emails that contain a purchase order or a quote request. It extracts customers, products, quantities, and delivery terms from PDFs, spreadsheets, email text, and images. No templates to set up per customer.
02
Matches lines against your master data
The agent matches extracted lines to your SKUs, customer-specific pricing, and units of measure, and flags anything ambiguous for a human instead of guessing.
03
Creates a draft order in your ERP
A pre-filled sales order appears in your ERP with a review screen. Your team validates in one click or fixes the flagged lines. Nothing ships without human approval.
Works with the ERP and CRM you already run
We don't sell a one-size platform; we wire the agent into your stack. Typical setups:
CRM
- Salesforce
- HubSpot
- Pipedrive, Zoho CRM
Channels and formats
- Outlook / Microsoft 365, Gmail / Google Workspace
- PDF, Excel/CSV, email body, scans and photos
- EDI as a complementary channel (the agent covers the long tail EDI never reaches)
If your system has an API or a database, we can connect it. That is what a custom agent is for.
Quote requests get the same treatment
RFQs land in the same inbox as orders. The agent recognizes a quote request, pulls the requested items and quantities, applies your pricing rules, and drafts a quote in your ERP or CPQ for a salesperson to review and send. Faster replies win deals; quote-to-order conversion is a response-time game.
Your data stays yours
The agent runs in your cloud account or ours, your choice. We don't train public models on your order data, we sign an NDA and DPA before touching production data, and we follow the least-privilege access rules your IT team sets.
Why a custom agent instead of an off-the-shelf platform
Platforms like Conexiom and Esker are built for enterprise order volumes and enterprise implementation budgets. A custom agent makes sense when your catalog is messy, your customers' formats are weird, or your ERP carries years of customizations, which describes most mid-market distributors and manufacturers we talk to. You own the workflow, it speaks your data model, and it costs a fraction of an enterprise platform license. We deliver a working prototype on your real orders in about two days, so you see accuracy on your data before committing.
In production: order processing for a dental & medical products distributor
A multimodal AI agent recognizes dental and medical products from photos, voice messages, text, and documents, and converts them into structured orders in the client's ERP. Result: 90% less manual work, live in 4 weeks, running 24/7.
Frequently asked questions
What is sales order automation?
Sales order automation is software that captures incoming customer orders (emails, PDFs, spreadsheets, EDI), extracts the line items, validates them against your catalog and pricing, and creates the order in your ERP without manual data entry. Modern systems use AI to handle any format instead of per-customer templates.
How accurate is AI order entry?
We measure line-level accuracy per client on real production data; the agent routes anything below the confidence threshold to a human instead of entering it. You review every order before confirming it, so an extraction error shows up as a flagged line to fix rather than a shipping error.
Which ERPs do you integrate with?
NetSuite, Microsoft Dynamics 365, SAP (Business One, S/4HANA), QuickBooks, Acumatica, Odoo, and others via API. Integration approach depends on your setup; we scope it in the first call.
How long does implementation take?
A prototype on your real orders in about two days, production in roughly four weeks. That includes catalog matching, ERP integration, and a review workflow for your team.
How is this different from OCR or intelligent document processing tools?
OCR reads characters; intelligent document processing extracts fields. An order automation agent goes further: it matches lines to your SKUs and price lists, applies business rules, and creates the transaction in your ERP. Extraction is step one of three.
What does it cost?
The quote depends on order volume, formats, and your ERP, so there's no sticker price. We scope it on a call, then fix the number in writing, with no per-document fees that grow with your order volume.
Get in touch
Tell us about your task — we will suggest what AI pilot we can build and what it takes to start.
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