Why order processing resists ordinary automation

Orders arrive by email as PDFs, spreadsheets and photographed printouts. Capture software can lift the fields off the document, but it cannot apply the business behind them: the product conversions, the delivery requirements, which of a customer’s many delivery addresses is the right one. That knowledge sits with experienced staff, so every order is still checked and corrected by a person before it is booked.

What an AI order agent does

The agent we build works the way the business works. It reads each order as it arrives and applies the supplier’s own rules, then books it as a complete sales order in Business Central, with the original document attached. When the agent is not certain, it does not guess. The order is held for review with the original email and the proposed order side by side, ready to approve in one click. The team decides; the system does the work.

How it works, step by step

  1. Read. The agent picks up each order as it lands in the orders mailbox and reads the email and every attachment, whether a PDF, a spreadsheet or a photographed printout.
  2. Match. Customer, products and delivery address are matched against the records in Business Central, not guessed from the text.
  3. Apply your rules. Product conversions, delivery requirements and customer-specific arrangements are applied the way your most experienced people apply them.
  4. Validate. Every field is checked before anything is written. If something does not add up, the order stops here.
  5. Book. A complete sales order is created in Business Central with the original document attached, so it can always be traced back to source.
  6. Hand over the exceptions. Anything uncertain goes to a person with the original and the proposed order side by side, ready to approve in one click.

Built into Microsoft Dynamics 365 Business Central

Nothing gets ripped out. The agent reads and writes through the same controlled doorways your team uses, and every sales order lands in Business Central clean, consistent and traceable back to its source document. Your ERP stays the single source of truth. Read more on how AI works with your existing ERP, or about our AI agents for Business Central beyond order entry.

A bespoke agent or an off-the-shelf order tool?

Order capture software is good at lifting fields off a document. Where it struggles is the part that takes your team the most time: knowing that this customer orders in bags but you sell in pallets, that this site needs a forklift on delivery, that this account has thirty delivery addresses and only one is right for this order.

A bespoke agent is built around those rules, so it books finished orders rather than handing your team a screen of extracted fields to correct. It runs in your environment, it is shaped to your order book rather than an average one, and it can grow into the next process, such as customer enquiries, without starting again. For a business with a simple, uniform order flow, an off-the-shelf tool may be enough, and we will say so.

What changes for the business

Read the Peacock Salt case study, and see how the same business answers customer enquiries in ten seconds with an AI customer service agent.

Engineered for production, not a demo

Our engineers build to the standard learned inside some of the world’s largest financial institutions: tested, secured, accountable, and built to run for years. Your data stays in your environment, and we run what we build. Find out more about our work in manufacturing and distribution, or tell us how your orders arrive and we will tell you honestly whether an AI order agent pays in your business.

Questions we are asked

What is AI order processing?

An AI agent reads incoming orders, whatever format they arrive in, applies the business’s own rules and books complete sales orders into the ERP, holding anything uncertain for a person to review.

Does it work with Microsoft Dynamics 365 Business Central?

Yes. Order processing for Peacock Salt is built to work with its systems, including Microsoft Dynamics 365.

Do our customers have to change how they send orders?

No. The agent reads what customers already send: emails, PDFs, spreadsheets and photographed printouts. Nobody is asked to use a portal or a new template.

How is this different from EDI?

EDI works when a customer can send structured data in an agreed format, and it should stay where it already works. An AI agent handles everything else: the orders that arrive as documents and free text, which for most manufacturers is a large share of the order book.

What happens when the AI is not sure about an order?

It does not guess. The order is held for review with the original email and the proposed order side by side, ready to approve in one click.

What happens when a line cannot be matched to a product?

The order is not booked. It goes to the review queue with the unmatched line highlighted, so a person can choose the right product and approve the rest in one step.

Which ERPs does it work with?

Our production system books into Microsoft Dynamics 365 Business Central. The same approach works with any ERP that can be reached through a controlled interface. See how AI works with your existing ERP.

How much time does it save?

In the Peacock Salt project, each order takes three to four minutes to check by hand. The system is due to go live ahead of the winter peak, and we expect to automate around 30,000 orders a year, saving up to 2,000 hours.

Next

Start with one process.

Tell us where your team loses the most time. We will tell you honestly whether AI pays there, what it takes to build, and what we have already delivered for businesses like yours.