Emailed POs into Acumatica sales orders, including the messy ones.
For fastener and MRO distributors in the Midwest. Parsers can handle the extraction; I build the matching rules, validation logic, and exception review that turns messy POs into clean sales orders, so your inside sales team stops retyping.
Parsers handle clean POs. Your customers don't send clean POs.
Scanned PDFs, a part number in the email body, the customer's own part numbers instead of your SKUs, “box of 100” when you sell each. That's where templates break and someone ends up retyping.
Read it, check it, then post it.
Read it
AI pulls line items, quantities, ship-to address, and PO number from the email or attachment. PDFs, Excel files, or just text in the email body.
Check it
Customer part numbers are matched to your SKUs. UOM and pricing rules are applied—'box of 100' when you sell each, contract pricing, price breaks. Anything uncertain gets flagged.
Post it
Clean orders go straight to Acumatica through the REST API. Orders with exceptions wait for a person. Nothing unclear reaches Acumatica on a guess.
Anything it isn't sure about waits for a person.
Nothing unclear reaches Acumatica on a guess. Your team sees what was flagged, why, and fixes it in one place.
What I've built before.
An AI invoice automation for a multi-supplier retailer with 20+ suppliers, built in Make. It replaced an earlier parser-based build that had failed. Fuzzy vendor matching, category tax logic, and total validation. About 200 hours a year saved. MasterDesk applies the same approach to sales orders.
Acumatica only, on purpose.
No Business Central and no Sage. One ERP done well.
Acumatica partner? Your clients keep asking about PO entry.
Refer them or white-label it. I do the build, you keep the relationship.
An automation engineer in Evanston, not an agency.
I'm Kellan. I build AI and automation systems for a software company, and that's exactly what this is: the order data already exists in your customers' emails, the rules are knowable, and nobody at a 10-person distributor has time to retype twenty orders a day. Everything I know about how PO entry really works came from distributors telling me. That's still how I'd rather learn it.
“The PO is already written. You shouldn't have to write it again.”
Kellan, Founder of MasterDesk
Evanston, Illinois
Send me three of your worst POs.
I'll show you, for free, what extraction and validation would do with them, and where it would still need a human.