Orders from email and PDF into the ERP

In a manufacturing company, a sales rep's day starts in the orders mailbox in Outlook: one customer writes free text, another attaches their own purchase order PDF with their own codes, a third sends an Excel sheet whose columns differ every time. The rep opens each one, finds your item code in the Business Central, SAP Business One or Monitor ERP item list from the customer's code, checks the price against the contract, keys the sales order into the ERP and only then can answer about the delivery date. At peak times this runs until evening, and a mistake in a quantity or code is noticed only in production or the warehouse, when fixing it is already expensive.

We implement a Claude agent through the API with an integration into your ERP. The agent watches the orders mailbox in Microsoft 365 and extracts item codes, quantities, requested date, delivery address and terms from the e-mail text, PDFs and Excel attachments. It matches customer codes to your item list in Business Central or SAP Business One using previously approved mappings, checks prices against the customer contract and the valid price list in the ERP, and quantities against minimum lot sizes and packaging. Then it creates a draft sales order in the ERP with the status "awaiting approval" and flags the open points: an unknown code, a price that does not match the contract, a date shorter than your production cycle. The sales rep sees the prepared order in Business Central, SAP Business One or Monitor ERP with the flagged spots and a link to the original e-mail, corrects it if needed and approves it with one click, and the customer receives a confirmation with the date within the same hour. The agent never approves orders on its own and never writes to the customer without a person's approval. The model runs on the Anthropic API or Amazon Bedrock in an EU region, your price lists and contracts are not used to train the model, and every order and its source are kept in a log.