Purchase Order processing and data entry for a Fortune 500 Packaging Manufacturer
Customer PO emails are structured, validated against ERP expectations, and posted with human-in-the-loop exceptions.
Workflow snapshot
AI agent monitors the customer shared mailbox, classifies inbound emails as purchase orders, and extracts structured PO data from email bodies and attachments.
Extracted data is validated against ERP expectations; exceptions route to operators, and valid orders post directly to the ERP.
Volume: 350 order emails monthly across 800+ unique products.
Key outcomes
Coordinators approve exceptions with clear diffs and source captures.
- Shared inbox watched continuously with order intent extracted automatically.
- Order data structured against configured requirements for each order type.
- Required fields validated before drafting orders in the WMS.
- Missing details looped back to the customer with contextual follow-ups.
Controls applied
Keeps downstream scheduling and fulfillment clean while reducing manual touches.
- Schema adherence checks on SKUs, quantities, and delivery constraints.
- Audit trails tied to every drafted order with user and model context.
- Routing to specialists when confidence drops below threshold.
Data and fulfillment alignment
Reduces back-and-forth and protects production schedules from bad inputs.
- Enriches orders with BOM data, inventory positions, and lead times.
- Flags conflicts (MOQ, pack size, allocation limits) before draft creation.
- Pushes clean orders to ERP with status for planner review.
Exception handling
Ensures edge cases get human eyes without slowing standard orders.
- Low-confidence SKUs or quantities require quick approvals with highlighted fields.
- Price or terms mismatches route to account owners with source evidence.
- Urgent orders flagged for expedited planner review with SLA timers.
Rollout checklist
Build confidence in stages so ops and sales stay aligned on quality.
- Map top customers and product families first to maximize coverage.
- Validate SKU dictionary and synonyms to boost match rates.
- Enable auto-draft only after accuracy and exception routing hit targets.
Ready to explore
Map this to your workflows
Walk through your back-office operations, systems, volumes, and guardrail requirements. We'll map the workflow, controls, and rollout plan.