How-to
How to automate order entry in Epicor Prophet 21 from emailed POs
Customers email you purchase orders as PDFs and plain text, and someone re-types each one into Epicor Prophet 21 by hand. Here is how to automate that order entry end to end with OrderPier, so a forwarded email becomes a validated Epicor Prophet 21 sales order.
5 steps
start to first order
Any format
PDF, scan, or email
Self-serve
capture and review
Webhook
into Epicor Prophet 21
What you will set up
Forward a customer's PO email to OrderPier, it reads and validates the order against your Epicor Prophet 21 data, you review anything uncertain, and the sales order is created, with no per-customer templates to build.
Step 1: Get your OrderPier order inbox
When you sign up, OrderPier gives your workspace a dedicated inbound email address. This is where customer purchase orders go to become Epicor Prophet 21 orders.
Step 2: Forward or auto-forward the PO emails
- Forward a single customer order to your OrderPier address to try it.
- Or set an auto-forward rule on your shared orders mailbox so every PO flows in automatically.
- Attachments, scans, and plain-text order emails all work. No special format is required.
Step 3: OrderPier reads and matches the order
OrderPier extracts every field and line item, then matches them to your Epicor Prophet 21 customers, items, and pricing, scoring each field for confidence. A layout it has never seen works on the first order.
Step 4: Review anything flagged, or auto-post
Confident orders can post automatically. Anything uncertain waits in a review queue with the flagged field next to the source document, so a CSR resolves it in seconds. Nothing is ever guessed into Epicor Prophet 21.
Step 5: The validated order reaches Epicor Prophet 21
OrderPier posts each approved order as JSON to a webhook your team owns, which you wire into Epicor Prophet 21 through your existing integration tooling. A native Epicor Prophet 21 connector is on the roadmap. Want it sooner? Tell us. We build connectors in order of committed pilots.
Setup questions
- How do I automate order entry in Epicor Prophet 21?
- Point OrderPier at the mailbox where customer POs arrive. It reads each emailed order, matches it to your Epicor Prophet 21 customers, items, and pricing, and posts it to your Epicor Prophet 21 webhook after a quick review of anything uncertain. There are no per-customer templates, so it automates order entry from the very first PO, including formats it has never seen before.
- How do I forward a PO email as an order in Epicor Prophet 21?
- Forward the customer's purchase order email to your OrderPier inbound address. OrderPier reads the PO, matches it to your Epicor Prophet 21 data, and posts it to your Epicor Prophet 21 webhook after you approve it. To do this at scale, set an auto-forward rule on your shared orders mailbox so every PO flows in automatically, with a review step for anything uncertain.
- Can I turn PDF attachments into Epicor Prophet 21 sales orders?
- Yes. PDF attachments are the most common case. OrderPier reads digital PDFs, scans, and images, extracts the order, and turns it into a validated Epicor Prophet 21 order. There are no templates to set up per customer or per layout.
- Do I need EDI to automate orders into Epicor Prophet 21?
- No. This flow is for the customers who email POs, which is exactly the volume EDI never covers cost-effectively. Keep EDI for the partners that have it, and let OrderPier automate the emailed long tail into Epicor Prophet 21.