From inbox to a card on the board
Every org gets a dedicated inbound address. Your customers email their POs there, or you auto-forward them, and each one is read, scored for confidence, and dropped onto the board as a new card, no one re-keying a thing.
The card carries everything the team needs at a glance: customer, PO number, total, and a confidence read on the fields that matter. Uncertain values are flagged so a person looks exactly where a person is needed, and nowhere else.
Delegation built in: managers assign, CSRs own
A manager sees the whole incoming queue and assigns each order to a CSR, or reassigns it when workloads shift. Every CSR gets a focused view of just the orders that are theirs, so nothing falls between the cracks and no two people work the same PO.
Roles map to how an order desk actually runs. Owners and admins connect the mailbox and ERP and manage the team, managers route work and watch the queue, and CSRs review and approve what they're handed. Permissions are enforced on every action, not just hidden in the UI.
Review the exceptions, then approve
Opening a card shows the extracted order beside its confidence scores. A CSR confirms or corrects the flagged fields, edits line items if needed, and approves. Drag a card across the lanes and the whole team sees it move in real time.
Orders flow through clear states, from new to assigned to in review to approved to posted, and every transition is written to an append-only audit trail with who did it, when, and why. You always know how an order got where it is.
What you get
- A live Kanban board with New, Assigned, In review, Approved, and Posted lanes.
- Manager assignment and reassignment, plus a focused per-CSR queue.
- A confidence-scored exception queue so clean orders move fast and only the uncertain ones need a human.
- Drag-and-drop triage that syncs across everyone viewing the board in real time.
- Role-based permissions for owners, admins, managers, and CSRs.
- An append-only audit trail of every extraction, edit, assignment, and approval.
- Optional export to your ERP or any system via a webhook, the moment you want it.
No ERP? No problem. ERP later? Same board.
Plenty of distributors take orders by email, phone, and fax and run them without a modern ERP to post into. OrderPier works as your system of record out of the box, so the board is the destination, not a waiting room for one.
When you do connect an ERP, nothing about the workflow changes. The board stays the place your team triages and approves, and approval simply posts the finished order through. The workspace is the spine; the ERP connector is an adapter on the end of it.
Reader questions
- Do I need an ERP to use OrderPier?
- No. OrderPier works as a standalone order workspace, your inbox feeds a live board where the team triages, assigns, reviews, and approves orders, with OrderPier as the system of record. You can connect an ERP later and approval will post orders into it, but you don't need one to get value on day one.
- How does assignment work?
- A manager sees the full incoming queue and assigns each order to a CSR, with reassignment whenever workloads change. Each CSR gets a filtered view of only their orders. Assignment is a first-class action with its own audit entry, not an informal convention.
- Can multiple people work the board at the same time?
- Yes. The board syncs in real time, so when one person assigns, moves, or approves a card, everyone else sees it update without refreshing. Role-based permissions keep each person to the actions they're allowed to take.
- What happens when I connect an ERP?
- The same board keeps running. The only difference is that approving an order now posts the finished sales order into your ERP through a native connector or a webhook. Your team's day-to-day, triage and review on the board, doesn't change.