Numra reads customer orders from your inbox, matches customers, products and prices, and prepares everything for review.
Once confirmed, the order is created in your accounting system, with the customer reference and original document retained.
Numra identifies customer purchase orders arriving by email, forwarding or upload and brings them into one order queue.
It separates customer orders from other correspondence, identifies duplicates and handles multiple orders attached to the same email.
Your customers can keep sending orders in their existing formats, without needing to use a new portal or change how they order.
Numra extracts customer details, order references, delivery information and individual order lines from PDFs, spreadsheets, Word documents, scanned files and email content.
It preserves the original line items, quantities, units and references, even when customers use different document layouts.
Customer-specific reading rules help Numra handle unusual formats and conventions without requiring a separate template for every customer.
Signed contracts can also enter the same workflow, with any missing billing details completed during review.
Numra matches customers and order lines to the records in your accounting system.
It recognises customer-specific product codes, remembers mappings confirmed by your team and checks the customer's prices against your own.
When a product code is unfamiliar, Numra suggests possible matches for review.
Price differences and unknown items are highlighted, so your team can resolve them before creating the order.
Customer-specific price lists can also be used where needed.
Each order is presented for review with the source document alongside the extracted details.
Numra flags mismatched totals, price differences, missing information and possible duplicates.
Your team can correct anything that needs attention before creating the order.
Every edit and decision is recorded, so there's a clear history of how it was processed.
Once you've reviewed the details, Numra creates the order in your accounting system, keeping the customer reference, line items and original document connected.
Your team can see what's been created, track its status and prepare an order acknowledgement to send back to the customer.
The original order, validation decisions and accounting record stay connected.
Connect Numra to Claude or ChatGPT through Numra MCP.
Ask which customer orders are waiting for review, which have missing information or why a particular line has been flagged.
Numra can show order details, explain price differences and help your team review the information before creating the accounting record.
Permitted actions require confirmation and follow the same validation controls as the Numra platform.
Explore Numra MCPNumra connects to your accounting system, using your existing customer, product and pricing information to process incoming orders.
We connect Numra to your accounting system for you as part of setup, whichever system you use.
Once reviewed, orders are created in the appropriate format for your system, with the original customer reference and supporting documents retained.
Explore integrationsSet customer-specific reading rules, product mappings and prices to match how your business receives orders.
Numra can handle different document layouts, customer product codes and billing requirements.
Sales Order Processing works on its own or alongside Numra's Customer Onboarding and Credit Control workflows.
Related:Order-to-CashCustomer OnboardingCredit ControlCash Allocation
Explore configurationSales order processing is the process of receiving a customer's order, checking the details and creating the corresponding record in a business system. Numra helps teams capture customer orders, match products and prices, review exceptions and create the accounting record.
A sales order is a record of goods or services a business has agreed to supply to a customer. It commonly includes the customer, items, quantities, prices and delivery details.
A sales order records what a customer has ordered. An invoice requests payment for goods or services supplied. Numra helps process incoming customer orders and create the appropriate accounting record for the business.
A purchase order is issued by the buyer to request goods or services. A sales order is created by the seller to record the customer's order. The same transaction can be a purchase order for the buyer and a sales order for the seller.
Yes. Numra can read customer orders from PDFs, spreadsheets, Word documents, scanned files and email content. Unusual or unclear documents may require review.
No. Each customer order is presented for review. A person confirms the details before Numra creates the corresponding accounting record.
Numra compares customer product codes with your accounting system's item records and previously confirmed mappings. If a code is unfamiliar, it can suggest possible matches for your team to review.
Numra flags the difference and shows both the customer's price and your price. Your team can review the discrepancy and decide which price should be used.
Yes. Numra can prepare an acknowledgement email confirming the customer's order details. A person reviews the message before it is sent from the connected mailbox.
Stock checks are not part of this workflow. When used alongside Credit Control, Numra can show relevant credit information or holds for review.
No. Numra focuses on receiving, checking and recording customer orders. It does not replace an inventory, warehouse or fulfilment system.
Numra can read supported files received by email or upload. It does not provide a full EDI integration or replace an EDI order management system.
Yes. Numra MCP lets authorised users review customer orders, inspect validation issues and create permitted records after confirmation.
We'll show you how Numra reads customer orders, checks products and prices, and creates accounting records without the manual rekeying.
Xero
QuickBooks Online
Sage 200
NetSuite
Microsoft Dynamics 365 Business Central
SAP Business One