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Logistify AI Sales Order Agent v2 captures B2B purchase orders from email, PDFs, WhatsApp, and EDI, then validates and syncs them to ERP systems.
Logistify AI Sales Order Agent v2 is a new version of Logistify AI’s automation tool for sales order entry. It is built for manufacturers and distributors that still retype B2B purchase orders into ERP systems.
On first capture, v2 keeps the original source details, like sender, timestamp, channel, and attachments. This matters for audit trails, which are the records that help teams resolve disputes and investigate errors.
The agent then extracts the fields an ERP needs. This includes the order header, ship-to address, requested delivery date, and line items such as product description, quantity, unit of measure, and price when present. If a field is missing or unclear, v2 flags it instead of guessing.
Next, v2 matches buyer accounts and product SKUs to ERP records, including customer-specific aliases, which are the alternative product codes some buyers use. It also runs validation checks for duplicate PO numbers, pricing gaps, missing fields, and unusual quantities.
If the order passes these checks, it routes the order for ERP writeback, which means it creates the sales order record inside the ERP automatically. If it fails, a human reviewer gets the original document plus the specific failure reason and a recommended next action.
The company says the agent can sync orders into QuickBooks and other ERP systems.
For many African and global supply chain teams, order entry is still a manual bottleneck. Orders arrive across multiple channels, and every format difference adds time and mistakes.
Tools like Sales Order Agent v2 aim to reduce data entry work, speed up order processing, and improve accuracy by catching exceptions early. If it works as described, it can help operations teams spend less time rekeying purchase orders and more time resolving real exceptions.
On Liners, you can find the product page for Logistify AI.
Primary Source: Logistify AI
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