Intelligent order processing
Accept orders in any format. Process them through one consistent workflow.
The demo begins with orders arriving through several customer channels - one customer emails a PDF, another provides a spreadsheet through its ordering portal, a third sends a structured data file. Numra reads each format and creates the same internal sales-order record, including the customer, products, quantities, prices, requested delivery dates and delivery locations. Each order is checked and, once approved, created in the appropriate business system and sent to the site responsible for fulfilling it.
A controlled workflow from start to finish.
Receive the customer order
Numra can receive customer orders through email and shared inboxes, PDF purchase orders, spreadsheets, word documents, customer portals, EDI and structured data files, and manually uploaded documents.
Identify the customer and order format
Numra identifies the customer and retrieves the instructions configured for that account - covering how the customer structures its order, where required fields are normally found, how customer product codes map to internal products and which information must be present before the order can proceed.
Build the internal sales order
Numra reads the submitted information and prepares a structured sales order including customer and account, purchase-order number, product references, quantities and units, agreed prices, requested delivery dates and delivery locations. The prepared order is shown beside the original document.
Apply the order checks
Numra checks the order using the customer record and the company's operating rules - including active customer status, required purchase-order references, product-code mapping, agreed pricing, credit availability, delivery addresses, minimum order quantities and duplicate orders.
Review and approve
A reviewer sees the prepared sales order, the original source and any issues identified by Numra. They can correct a field, confirm a product mapping, request missing information or approve the order. Straightforward orders can follow a lighter review process once the customer format and processing rules are proven.
Create and route the order
Once approved, Numra creates the sales order in the appropriate ERP, order-management or operational system. The destination can depend on customer, legal entity, product, delivery site or order type.
Track the handoff
Numra records whether the order was accepted by the destination system and whether further action is required, providing a clear handoff without replacing the operational system that manages production, inventory or dispatch.
What it can handle.
Order channels and formats
- Orders received by email
- PDF purchase orders
- Spreadsheet orders
- Word documents
- Portal downloads
- EDI and data exports
- Scanned documents
- Structured system data
- Manual uploads
- Direct integrations
Order information and mapping
- Customer and purchase-order references
- Product and SKU references
- Quantities and units of measure
- Prices
- Requested delivery dates
- Delivery locations
- Customer-specific product-code mappings
- Customer terminology
- Agreed price lists
Validation and review
- Missing-field checks
- Customer-status checks
- Price validation
- Credit checks
- Duplicate-order detection
- Product mapping
- Delivery-location checks
- Low-confidence fields
- Changed-format detection
- Human review and approval
Order creation and routing
- Standard internal sales orders
- ERP order creation
- Order-management system updates
- Site-specific and multi-entity routing
- Planning and scheduling handoff
- Manual system-entry tasks
- Creation confirmation
- Failed-order handling
- Complete processing history
Fits the way your operation already works.
Numra supports different order formats, commercial rules, customers and fulfilment paths within the same workflow. New trading partners, layouts and terminology can be incorporated as the operation changes.
The channels through which orders arrive
How each customer structures its orders
How external product codes map to your products
Which information must be extracted
Which checks must be completed
When human review is required
Which site or entity owns the order
Which system should receive it
What should happen when information is missing
How changed formats should be handled
Works with the systems your team already uses.
The Numra Platform connects the information, tools and systems involved in the order fulfilment workflow - without requiring your team to replace its existing core software.
Model-agnostic by design
We choose the best AI model for each workflow based on performance, cost and data sensitivity - not the other way around.
Configured around your workflows
Every deployment is configured around the systems, data, rules and workflows your team already uses.
AI assistants where they work
ChatGPT, Claude and Gemini are excellent for individual tasks. We use them where they are the right fit and build workflow software when the work needs more.
Workflow software where it matters
When work needs integrations, business rules, approvals and auditability, the Numra Platform configures production software around the workflow.
For this workflow, that typically includes: Email and shared inboxes, Customer ordering portals, CRM and customer-management systems, ERP and accounting systems, Order-management platforms, Product and pricing systems, Inventory platforms, Manufacturing and planning systems, Warehouse and fulfilment systems, Document-storage platforms.
What changes when the workflow is in place.
Let customers order in the way that suits them
Accept different channels and formats without asking every customer to adopt a new ordering process.
Reduce manual data entry
Turn customer documents and data files into structured sales orders without rekeying every field.
Process orders consistently
Different customer formats produce the same controlled internal order record.
Catch errors before fulfilment
Identify missing references, incorrect prices, unclear products and other issues before they enter the operational process.
Adapt when customers change their formats
Detect unfamiliar layouts and update customer-specific processing instructions when required.
Route orders to the right place
Create each order in the correct system and send it to the site or team responsible for fulfilment.
Customers can continue using their preferred ordering channels. Internal teams receive a consistent sales order that has already been extracted, mapped and checked. Reviewers focus on exceptions instead of entering every order manually, and approved orders reach the correct system and fulfilment team with a complete processing history. The result is a more scalable order process without forcing customers or individual sites to change the systems they already use.
Make every customer order easier to process.
Show us your current workflow, rules and systems. We’ll show you how Numra can automate it.
