Quote to Order
Turn approved quotes & customer purchase orders into validated, ready to process sales orders in minutes.
Move from quote to sales without delays.
The problem teams face today
Customer purchase orders arrive every day in every shape imaginable. PDFs by email, spreadsheets, photos of paperwork, free text in the body of a message.
Someone on the order desk opens each one, reads it line by line, finds the customer in the ERP, decodes the customer's SKU codes against your catalogue, types every line into the sales order screen, and flags anything that needs a phone call back to the customer.
The work is slow and the errors are expensive. Customer SKUs map wrong. Quantities get miscounted. A line that should have been priced as a cut-to-size piece gets booked as a full sheet and the margin walks out the door.
When volumes go up the order desk falls behind, customers wait longer for an acknowledgement, and the sales team loses ground to whoever can turn an order around faster.
How Senttr steps in
Our digital workers handle this by:
Reads every inbound customer PO and pulls out the customer, ship-to, payment terms and line items.
Matches each line to the relevant quote or catalogue with a four-tier match (exact SKU, external reference, name, fuzzy), with your per-customer SKU map applied first.
Once validated, your digital worker generates the Sales Order in your ERP and calls any secondary requirements (e.g. custom size) before submitting. Notifies you of the generated Sales Order, along with an order summary, ready for your final review and processing.
Your digital worker will store everything automatically in an organised, searchable format for easy access, visibility, and compliance tracking.
Why teams love it
Instead of manually entering and checking every order, your team can focus on fulfilment, customer service, and exception handling rather than repetitive admin work.
Work with accurate, structured order data that is already organised and prepared for processing.
Catches issues early before they turn into costly operational mistakes, fulfilment delays, or pricing disputes
Processes orders faster with less manual checking, reduced back-and-forth, and fewer workflow bottlenecks
Human in control, always
The repetitive operational work is handled automatically, but your team stays fully in control of the process and can step in whenever review or approval is needed.
More questions?
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Ready to onboard our Quote to Order digital worker?
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