How to automate order entry from email

Before you start: try it on one of your own POs (no signup)

The fastest way to see what this looks like is to run OrderPier's free PO extractor on a real order. Go to orderpier.com/tools/free-po-extractor, drop in one of your customers' PDFs, and watch it pull the PO number, customer, line items, quantities, prices, and ship-to, with a confidence score on every field. No account, no template setup. This is the same extraction engine the full pipeline uses, so it's an honest preview of accuracy on your actual documents.

Step 1, Create your workspace and get your inbound address

Start a free OrderPier account (15 orders/month, no card). On first sign-in you're given a dedicated inbound email address, something like u_<token>@in.orderpier.com, shown on your dashboard with a one-click copy button. Every email sent to that address becomes a structured order automatically. There are no per-customer templates to build. OrderPier reads each layout on the first order.

Step 2, Route your order emails to that address

Point your incoming orders at your OrderPier address using whichever fits how your team works today:

• Tell customers to send POs directly to your OrderPier address (cleanest long-term).
• Add an auto-forward rule from your existing orders@ inbox so nothing changes for customers.
• Set your OrderPier address as a BCC on a shared order mailbox.
• Or skip email entirely for one-offs: use the “+ New order” button on the dashboard to upload a PDF, or type a phone/walk-in order straight in.

Step 3, Let OrderPier extract and validate each order

Within seconds of an email arriving, OrderPier extracts every field and scores each one for confidence. It then applies your per-customer SKU aliases and validation so the order is checked, not just transcribed:

• Customer resolved against your accounts. Line items matched to your catalog, including customer part numbers (SKU aliases are learned per customer over time).
• Pricing and quantities validated. Anything that doesn't line up is flagged as an exception rather than posted silently.
• Each order lands on your board with a confidence summary and any exception fields highlighted for review.

Step 4, Set your auto-post threshold and work the review queue

In Board → Settings, set the auto-approve confidence threshold. Clean, high-confidence orders clear straight to “Approved” automatically. Anything below the threshold (or with an exception) waits in the queue for a CSR. Open a flagged order and the extracted fields sit next to the source PDF, so a reviewer fixes the one uncertain value in seconds and approves.

Start conservative, review more at first, then raise the threshold as you build trust in the extraction on your customers' documents. Most teams reach 70-90% touchless.

Step 5, Post approved orders into your ERP (or a board)

Choose where approved orders go in your settings. OrderPier writes the sales order out so your team stops re-keying entirely:

• Microsoft Dynamics 365 Business Central, native connector, posts sales orders end-to-end today.
• QuickBooks Enterprise, download an IIF file per approved order.
• Any other ERP or iPaaS, send each approved order to a JSON webhook you control.
• No ERP yet, use the built-in Kanban board as your order workspace.

What changes once it's running

Processing time per order typically drops 70-90%. Keystroke errors largely disappear because every line is validated before it posts. Your CSRs spend their day on genuine exceptions and customers instead of typing. And because there are no templates, a brand-new customer's first PO is automated just like everyone else's.