Process Automation · Order Processing

Stop rekeying orders that should enter your ERP automatically.

Every order that arrives by email, fax, phone, or portal and gets manually typed into the ERP is a cost leak and an error source. We automate order capture from every channel with validation rules that catch problems before they reach the warehouse.

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The Problem

Manual Order Entry That Costs More Than You Think

CSRs spending 15\u201320 minutes per order rekeying data from emails, PDFs, and phone notes into the ERP
Transcription errors on quantities, part numbers, and ship-to addresses that become shipment problems
No standardized validation \u2014 orders with bad pricing, discontinued SKUs, or credit holds reach the warehouse before anyone catches them
Order backlog builds during peak periods because manual entry can\u2019t scale with volume
What We Deliver

Service Scope

01
Multi-Channel Order Capture

Capture orders from EDI, email, portal, phone (with structured intake), and fax \u2014 all routed into the same automated pipeline. No channel gets manual treatment when it doesn\u2019t have to.

02
Document Parsing & Extraction

Extract line items, quantities, pricing, ship-to, and PO references from emailed PDFs, typed emails, and scanned documents. Map extracted data to your ERP\u2019s order fields automatically.

03
Pre-Entry Validation Rules

Validate every order against your item master, pricing tables, customer credit status, inventory availability, and business rules before it enters the ERP. Errors are flagged and routed \u2014 not entered and discovered later.

04
Duplicate & Conflict Detection

Detect duplicate POs, conflicting quantities, and orders that reference discontinued or substituted items. Route conflicts to the right person with context instead of silently entering bad data.

05
ERP Auto-Entry

Validated orders enter Odoo with all fields populated -- item, quantity, pricing, ship-to, and PO reference. No human touches the order between capture and ERP entry unless a validation rule flags it.

06
Order Status Automation

Automated order acknowledgments, status updates, and shipment notifications sent to customers through their preferred channel. No manual "let me check on that" calls.

How We Work

Engagement Process

01
Channel & Volume Audit

Map every order channel, document the current processing workflow, measure cycle times and error rates, and quantify the cost per manually processed order.

02
Validation Rule Design

Define the business rules that orders must pass before ERP entry \u2014 item validation, pricing checks, credit holds, inventory availability, and ship-to verification.

03
Automation Build & Integration

Build the capture, extraction, validation, and ERP entry pipeline. Integrate with your ERP\u2019s order management module and customer communication channels.

04
Parallel Run & Tuning

Run automated and manual processing in parallel. Compare accuracy, cycle time, and exception rates. Tune extraction and validation rules until automation meets or exceeds manual accuracy.

05
Production & Monitoring

Deploy with dashboards tracking automation rate, exception rate, cycle time, and error rate. Continuous tuning as new order formats and edge cases are encountered.

Common Questions

Frequently Asked Questions

Work with Metrotechs

Every engagement starts with an assessment.

Not a proposal. Not a sales call. We tell you what we find, not what you want to hear. The Launchpad assessment maps your operation before any software work begins.

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