Less paperwork between the order and the shop floor.
Behind production sit orders, quotes, supplier invoices and certificates. We take on the repetitive part of each: orders entered in your ERP, quotes priced from your rules, supplier invoices matched and certificates kept in date.
From scattered to in order.
A note, an email, a file, each in its own place.
PO_Delmar_rev3.pdf · quantities revised
Customer orders are retyped into the ERP, and a typing mistake can reach production.
Back Monday. Quotes can wait.
Quotes wait for the one person who knows the prices.
Vexley Metals · Re: CertificateOur ISO certificate ran out in March. We will send the new one.
A supplier certificate can expire before a new one is requested.
Weekly numbers.xlsxCopied from SAP, HubSpot, Xero and the shop floor sheet
The weekly numbers come from four systems and a spreadsheet.
Jobs we handle
- Emailed ordersCustomer orders read and prepared in your ERP, checked against the quote.Outlook
Business Central
Odoo
SAP Business One - Quote requestsQuote requests priced from your price lists and rules.OutlookExcelBusiness Central
Salesforce - Supplier invoicesSupplier invoices matched to orders and goods received.Outlook
SharePoint
Xero
QuickBooks - Renewals and expiry datesSupplier certificates and customer contracts kept in date.SharePoint
DropboxSalesforce
Asana - Weekly reportOrders, output and cash in one weekly report.
HubSpotXeroBusiness Central
Microsoft Teams
How it comes together
- Your documents become knowledge
- Specifications, quality certificates and supplier contracts, so an order is checked against the specification and terms it refers to.
- Your spreadsheets become tables
- Price rules, material surcharges and the shop floor sheet, so quotes and the weekly numbers draw on the same figures.
- AI agents read, decide and act
- They read customer orders and supplier invoices, check them against the quote and the purchase order, and flag what differs before it reaches production.
Start with a free 30-minute call.
Tell us which job you would hand over first. We'll tell you whether it's a fit and what it would take.