ProperIT Order Intake
Review orders.
Retype less.
Order Intake prepares customer orders as drafts your team can review. Originals, reference data and open questions stay together. We adapt the path to an approved handoff around your order-processing workflow.
For order desks and sales administration in wholesale, manufacturing and B2B services.
The difference in daily work
More room for your team.
AI for your order intake
Put captured data to use
Order details become structured proposals. Your team checks the suggested values alongside the original document.
See differences earlier
Unclear products, quantities, units and prices reach the right review step with the context needed to decide.
Keep the order in view
Ownership, open questions and handoff status stay with the same case. Your team can see what needs to happen next.
How the solution works
From the first request to the next step.
- 01
Capture
Messages and documents provide the details for a structured order draft linked to the original.
- 02
Check
Customer and product data, together with agreed rules, support the review of line items and order details.
- 03
Clarify and approve
Your team resolves differences, supplies missing details and approves the reviewed record.
- 04
Hand off
Approved data moves into the agreed next process. An acceptance response makes the handoff status clear.
ProperIT Order Intake
ENA view of the demo using fictional example data.
Use cases
Where your team gets support.
Wholesale
Customer product codes and varied pack sizes meet your catalogue. A tailored workflow prepares product matches and price differences for review.
Manufacturing
Part numbers, variants and requested dates belong in the order context. Your team reviews the relevant details before downstream planning.
B2B services
Service scope, sites and references become structured order information. Contract or project data can help connect the request to the right work.
Changes and clarification
An email changes the quantity while the attachment still shows the old version. A suitable workflow brings both details to the responsible person.
Shaped around your work
Your order process shapes the solution
A wholesaler needs different checks from a service business. ProperIT designs the framework with your business team and IT. Your established workflows and systems provide the starting point.
- Your fields, product mappings and business rules
- Your owners, working views and approvals
- Suitable intake through Microsoft 365 or agreed file handoffs
- ERP, CRM or import connections that fit your existing systems
What the solution brings
- Structure order details from agreed documents and messages
- Show originals, proposed values and review findings together
- Prepare customer and product matches using your reference data
- Check quantities, units, prices and totals against agreed rules
- Bring unclear details to a decision through focused questions
- Provide approved order data with a traceable handoff status
Get to know the solution
Follow an order from document to handoff
We walk through a sample order and a case with open questions. The demo uses fictional data to show how your team can inspect sources and prepare a handoff.
- Review the order document and prepared line items side by side
- Resolve product matches, units or conflicting details
- Distinguish approval, CSV handoff and confirmed acceptance
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Good to know
Your questions. Clear answers.
Which orders are a good fit?
Recurring customer orders in varied formats, with substantial manual re-entry, are a useful starting point. Together, we examine typical documents, difficult cases and your reference data to choose a suitable first workflow.
Which documents can be processed?
The demo shows processing of text, PDF and image files such as PNG and JPEG. We define the emails, spreadsheets, document types and sizes for your workflow from your actual inputs, then evaluate them before use.
Does Order Intake replace our ERP?
Your existing order-processing system is the destination. We agree a suitable handoff with IT, such as a supported import or an available interface. The approach does not require an ERP replacement.
What happens when products or quantities are unclear?
Your team sees the original, proposed values and open questions together. Product mappings, unit rules and approvals follow your reference data. Details requiring business judgment need a decision before the order moves forward.
Is the demo already connected to our business system?
The demo uses fictional orders and shows a tracked CSV handoff. Exporting data and confirming its acceptance are separate steps. We plan and develop access to your mailbox and the ERP connection within the agreed project.
How do we agree the scope, cost and value?
We begin with a typical order, a difficult case and the systems involved. That informs a proposal for adaptation, connections and support. Together, we assess handling time, clarification and rework, including review and downstream processing.
Let’s talk about your working day
Where does work build up in your order intake?
One typical order is a useful starting point. Together, we can find the right approach for your process and systems.