Office Autopilot · Industrial distribution
Customer POs arrive with their part numbers, not yours, and quote requests run to hundreds of lines. Office Autopilot matches, prices and enters them. Inside sales handles the exceptions.
Order entry
POs keyed in line by line, translating customer part numbers by hand.
Lines matched to your items through the cross-reference you keep, entered as a draft order.
Quote requests
Long line lists priced one item at a time.
A draft quote with your price breaks and contract prices applied.
Stock and lead times
“Do you have it?” answered after a system lookup and a call to the warehouse.
Answered from your stock and supplier lead times.
Backorders
Customers chased by hand when a backorder date moves.
Updates drafted the moment a date changes.
Supplier invoices
Matched by hand against POs and receipts.
Matched automatically; only the differences reach a person.
What order intake does with a PO that arrives before your inside sales team does.
Where to start
Start with order entry: it's the highest volume and the easiest to measure.
Order intake · activity log
Illustrative example4
Done
1
Needs a person
1
Approved
PO 30871 from maintenance@paperco.example: 23 lines, customer part numbers only.
Done21 of 23 lines matched through your cross-reference.
DoneFlag: 2 lines have no match. Closest items suggested, routed to inside sales.
Needs a personContract prices applied. Draft order created; 3 lines on backorder.
DoneInside sales confirms the 2 substitutes.
ApprovedAcknowledgement sent with ship dates and backorder dates.
DoneCustomer part numbers matched through the mapping you keep, with new matches proposed for approval.
Price breaks and customer contracts applied on every line.
Hundred-line POs and quote requests are exactly what it's for.
Substitutes and exceptions go to your team, with the context attached.
Office Autopilot works through the official APIs of the systems you use. No new platform for your team to learn.
NetSuite
Epicor
SharePointConnectors to ERPs with an API are scoped in the audit and built on request. Not on the list? Ask on the first call.
Discovery call
Free
30 minutes with the lead consultant.
Process audit
Quoted
On site or as an in-depth session with your team. The findings are yours either way.
Each module
Fixed quote
Quoted from the audit's findings. You know the number before we build.
After handover
Your choice
Run it yourselves, or keep us on a monthly agreement for monitoring and changes.
Built for manufacturers.
Bring last week's POs. We'll show you what Autopilot would have entered.