TECHNOLOGY & DESIGN
WHOLESALE & TRADING / OVERVIEW
Connect fax, PDF and email orders with products, trading terms and stock. Design extraction, reconciliation, approval and ERP registration as one workflow.
Explore the delivery scope ↓Conceptual data-to-operation flow, adapted to the agreed project scope.
Customer product names may differ from internal codes, with varying pack sizes and price terms. Order entry involves commercial interpretation as well as reading text.
For these teamsSales operations, order processing, purchasing, logistics and IT
01 / INPUTS
02 / CONTEXT
Align scope and time, preserving the path to source records.
03 / WORKFLOWS
Register and allocate
PRIORITY WORKFLOWS
01 / CAPABILITY
Correctly recognized text can still produce a wrong order through pack-size or retired-code mismatches. Evaluate recognition, product identification and commercial checks separately.
Extract product, quantity and destination into a review interface linked to the original. Design exceptions and approval before automatic registration.
Explore data, evaluation and scope ↗02 / CAPABILITY
Identical model text can hide different packs, specifications or bundles. Distinguish exact matches, approved mappings and unconfirmed candidates.
Connect purchasing, sales and stock by product and customer to investigate slow-moving items and margin changes. Separate naming differences from commercial terms.
Explore data, evaluation and scope ↗Before adding systems, identify sources, access methods and refresh owners. CSV and existing reports can establish value before committing to integrations.
Review original fax/PDF orders with receipt times and replacements, so repeated sends are identifiable.
Map customer item names to internal codes and reconcile case, box and piece conversions.
Check contract prices, validity dates and customer terms; document amounts do not automatically become approved prices.
Track receipt, storage, review and ERP status under a single intake ID. Use duplicate-safe retry keys and an operator reprocessing interface.
Architecture principles ↗A WORKFLOW IN PRACTICE
This is an illustrative engagement, not a client case study or a claim of results.
For one customer format, prototype extraction of product, quantity, unit and requested delivery date. Observe where staff recheck originals and collect exception patterns first.
Display the original beside extracted fields, flag unresolved codes, units and possible replacements, and initially export only approved records as a CSV for the core system.
Acceptance checks whether reviewers can stop wrong quantities, units and duplicate orders. High extraction accuracy alone does not pass if unapproved records can be registered.
The set does not need to be complete; discovery can establish missing inputs and access conditions.
DISCOVER → PROVE → BUILD
Evaluate a customer document group or product category including amendments and returns.
Hold out handwritten, abbreviated and similar-code examples.
Test duplicates and amendments in a non-production destination.
Include review, correction and approval, not just extraction speed.
QUESTIONS BEFORE YOU START
We evaluate originals and route unreadable or ambiguous lines to people rather than promising universal automation.
Assess supported CSV interfaces first. Any UI automation includes recovery and change-maintenance requirements.
RELATED FIELD GUIDE
WHOLESALE & TRADING / GUIDE
Wholesale order automation includes product matching, packs, amendments and approval. Define evaluation and integration that reduce entry effort without creating incorrect orders.
Read the guide ↗YOUR OPERATION / OUR STARTING POINT
Tell us about the workflow, systems and reporting or documents that need attention. We will define a suitable phase, deliverables and assumptions.
Wholesale and trading — discuss your project How scope and estimates work ↗