OrderPier

How-to

How to automate order entry in Infor from emailed POs

Customers email you purchase orders as PDFs and plain text, and someone re-types each one into Infor by hand. Here is how to automate that order entry end to end with OrderPier, so a forwarded email becomes a validated Infor sales order.

5 steps

start to first order

Any format

PDF, scan, or email

Self-serve

capture and review

Webhook

into Infor

What you will set up

Forward a customer's PO email to OrderPier, it reads and validates the order against your Infor 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 Infor 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 Infor 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 Infor.

Step 5: The validated order reaches Infor

OrderPier posts each approved order as JSON to a webhook your team owns, which you wire into Infor through your existing integration tooling. A native Infor 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 Infor?
Point OrderPier at the mailbox where customer POs arrive. It reads each emailed order, matches it to your Infor customers, items, and pricing, and posts it to your Infor 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 Infor?
Forward the customer's purchase order email to your OrderPier inbound address. OrderPier reads the PO, matches it to your Infor data, and posts it to your Infor 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 Infor 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 Infor order. There are no templates to set up per customer or per layout.
Do I need EDI to automate orders into Infor?
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 Infor.

Try the five steps on one real PO

Forward one order to your dedicated address and watch it come out the other side. Free plan, no card.