Solution
Your order desk, on one board
Emailed POs become cards on a live board the moment they are read. A manager assigns each one, a CSR reviews the flagged fields and approves, and the whole team watches status move in real time. No ERP required to start, and approval posts straight into one the moment you connect it.
Live
board, updates as you work
Manager → CSR
assignment built in
Every change
audited, who and when
No ERP
required to start
From inbox to a card on the board
Every org gets a dedicated inbound address. Customers email their POs there, or you auto-forward them, and each one lands on the board as a card carrying 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.
Managers assign, CSRs own
A manager sees the whole incoming queue, assigns each order to a CSR, and reassigns when workloads shift, while every CSR gets a focused view of just the orders that are theirs. Owners and admins connect the mailbox and ERP and manage the team, managers route work, and CSRs review and approve what they're handed.
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. 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.
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.
- 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.
With or without an ERP
Plenty of distributors take orders by email, phone, and fax without a modern ERP to post into, and OrderPier works as the system of record out of the box. Connect an ERP later and nothing about the workflow changes: the board stays where your team triages and approves, and approval posts the finished order through. The workspace is the spine. The ERP connector is an adapter on the end of it.
Workspace questions
- Do I need an ERP to use OrderPier?
- No. OrderPier works as a standalone order workspace with the board as your system of record. 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 assigns each order from the incoming queue and reassigns whenever workloads change. Each CSR sees 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.
- What happens when I connect an ERP?
- The same board keeps running. The only difference is that approving an order now also posts the finished sales order into your ERP through a native connector or a webhook.