From an Emailed Purchase Order to an ERP-Ready Order
A purchase order arrives as a PDF or spreadsheet, and someone opens it, identifies the products, and re-keys it into the ERP. Here is how Widge turns that attachment into an order your team reviews and submits.
A customer sends a purchase order as a PDF or spreadsheet. Your team opens the attachment, identifies the products, checks the details, and enters the order into the ERP.
It is familiar work, but it consumes time on every order. When orders pile up, employees spend more of their day entering and checking data while customers wait for a response.
Widge helps move that work forward by processing incoming purchase orders and preparing orders for human review and submission.
Turn the attachment into usable order information
Customers send purchase orders in different formats. Product references, quantities, and other details may appear in tables that vary from one document to the next.
Widge processes PDF and Excel purchase orders, extracting the information needed to prepare an order. This reduces the manual copying and rekeying that can slow down your team and introduce mistakes.
Check the details against your business
Reading a purchase order is only part of the task. Your team also needs to determine whether the information matches your products and account records.
Through connected ERP workflows, Widge can help validate order details and retrieve current pricing and availability. Missing or conflicting information can be surfaced for review before the order moves forward.
Employees can focus on resolving exceptions, such as an unclear product reference or a pricing discrepancy, instead of manually checking and entering every field.
Keep your team in control
Preparing an order and submitting it are separate steps.
Widge prepares the order for review, and your team confirms submission. Approved tools and permissions govern the workflow, while logged agent actions provide a record of how the request was handled.
This gives employees visibility into the work and authority over the final commitment.
Make room for more customer service
Reducing manual order entry gives your team more time to answer technical questions, follow up with customers, and handle requests that need personal attention.
The measures are straightforward: time spent entering each order, corrections required, and how quickly an incoming PO becomes ready to process.
Bring us a typical customer purchase order. We'll show you how Widge can help move it from attachment to an ERP-ready order, with your team in control.
See how Widge answers your team's questions
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