How a distributor can automate email and PDF orders

01 / Measure manual handling

Measure reading, data entry, price checks and corrections over a representative period. Separate active handling from waiting for customers or the warehouse. Order volume alone is not enough for a business case.

02 / Prepare product matching

Customer product names may differ from ERP SKUs. Define aliases, units, packaging and ambiguity rules. Low-confidence matches should go to a reviewer.

03 / Separate extraction from action

Create a draft order first. Validate customer, price, quantity and availability. Write to the ERP only after permission checks and required approval. Use the source-message identifier to avoid duplicates on retry.

04 / Run a bounded pilot

Choose one channel, customer group and product set. Compare handling time, corrections and escalations. Expand only after quality and fallback paths have been tested.

Start with the tasks your team should not have to do by hand.

Describe your business and process. Explore where a digital team could help, what capacity it might release and where to start.

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