Technical wholesale

Wholesale order processing: from email to order draft

Orders from email, PDF or the customer's own format are ready as a checked draft. Price and stock come from your ERP, never from the AI.

Have one order worked out for free. Send one as it came in, without names or customer details. Within one working day you get back what is known, what is missing or conflicting and which draft order is ready. This is the first step of your free AI plan.

  • No preparation needed
  • I usually reply within a few minutes, including weekends.
  • No order released without a human
  • Fix or money back, you choose

Wholesale: from request to order

An order with one ambiguous line

01 / Source

Email order: 20 A-104 filters and 5 packs of seals.

02 / Prepared draft

Order draft: A-104, quantity 20. Seals remain an unresolved line.

Missing information
Article code and pack size for the seals.
Human decision
Inside sales resolves the line, checks price and availability, then approves the ERP order.

The workflow matches each line against the article list in your ERP. An article code, unit and pack size must agree; a similar description alone is not enough. Missing or ambiguous lines remain open, with a reference to the original email or PDF.

After review, the approved lines follow the agreed import or connection route into your ERP. Price and stock come from your own system. Using Exact? See how we prepare orders for Exact Online.

Step 1 of 3, free

Your free AI plan, with advice you keep

First I take a free look at your order desk and the rest of your business. You get four things, even if we do nothing together afterwards.

01

An AI plan for your whole business

Per team you see where AI saves time, which tools fit and what to do first. It starts with a short call with the order desk and one example from your work.

02

A substantive assessment, in writing

The order flow in at most eight steps, the three biggest frictions, what AI can prepare and what stays with the order desk, a rough business case on your own numbers and a go or no-go with the reason.

03

Three tailored examples and a demonstration

Three applications on tasks your business really has, for example a PDF order that becomes structured lines with a doubt marker. I show one solution working on your own example.

04

A personal video and a review call

In the video I walk you through the plan; in the review call we pick the first actions together. You get it within a week of our call. If it does not fit right now, you hear why and what a more logical first step is.

The short answer

Orders arrive by email and PDF, in a different format per customer, and get retyped by hand. The workflow reads them and prepares an order draft inside your own system. Someone from the sales desk checks and confirms. Building this one process costs 1,500 euros excluding VAT and takes ten working days.

Processes worth investigating

At technical wholesalers these are the handover moments worth looking at in the free AI plan.

Does a regular customer email '24 of the same coupling as the last order, delivery Friday at project X', and does the order desk piece together customer, previous order, product code and project address?

Does every large customer send its own PDF format, retyped line by line?

Is an order released and only then does a customer price or a backorder turn out to be missing?

How AI order entry runs, from email to draft order

  1. Order comes in

    Email, PDF or free text.

  2. Customer and reference recognised

    From your own customer data.

  3. Order lines structured

    Each line matched to candidate products.

  4. Price, stock and customer agreements retrieved

    From your ERP, never from the AI.

  5. Per line: confident, doubtful or no match

    The order desk only resolves the doubtful lines and releases.

  6. Draft order lands

    In your ERP or as a separate check overview; what is possible is determined by the diagnosis.

Illustrative example: AI in daily work. A PDF order of twenty lines: seventeen lines matched, two lines with two candidate products, one line without a reliable match. The order desk looks at three lines instead of twenty.

AI prepares, the order desk decides

AI prepares

  • reading the order and structuring the lines;
  • proposing products;
  • retrieving price and stock from the ERP;
  • creating a draft order and a draft confirmation.

The order desk decides

  • assigning doubtful lines;
  • choosing substitutes and back orders;
  • approving deviating price agreements;
  • releasing the order and sending the confirmation.

The stop point sits before order release. AI-first, with a human in the loop: first look at which part of the order processing an AI workflow can prepare, only then who does what by hand, with an order desk that approves and remains owner of the outcome.

Before I build anything, we go through five controls: input, authority, approval, exception and evidence. Each control gives a written outcome, and together they determine whether we build, repair first or do not build. How those five controls work.

What the workflow does not do

  • replace the ERP, the web shop or EDI;
  • touch orders that already come in via EDI, OCI or the web shop;
  • set a price, discount or stock level itself;
  • release an order without a human;
  • promise an ERP integration before the diagnosis.

When this fits and when it does not

Probably interesting if

  • a noticeable share of order lines still comes in by email, PDF or free text;
  • the ERP has an API, export or import function, or a check overview next to the ERP is already a gain;
  • the order desk is not growing with the order flow.

Probably not the right first workflow if

  • almost all large customers order via web shop, OCI or EDI;
  • product data is not in order;
  • there is already a PDF order solution that does the work.

The diagnosis can also conclude that automating is not sensible right now. Then you get that advice in writing, with the reason.

What I take off your hands if you want to continue

After the free AI plan you choose: have one process built for €1,500, or connect multiple workflows in the AI Operating System for €4,500, excluding VAT. Analysis, testing, team training and handover are included. Compare the options.

  1. Investigating your situation and the order flow
  2. Carrying out the audit
  3. Making a concrete plan
  4. Building and implementing the workflow
  5. Training the order desk by working alongside them
  6. Giving updates on progress
  7. Staying available for questions, without an invoice

Asking questions is free, during and after a programme. I usually reply within a few minutes, including weekends. Additional building work is a new agreement. The full route is on the how it works page.

Three options, three prices

FreeOption 1, the free AI plan. An AI plan for your whole business, three tailored examples and a demonstration, plus a personal video and a review call. Within a week of our call. No obligation.
€1,500Option 2, this one process with AI. One-off, excluding VAT, ten working days: reviewed, built and tested, with an opportunity map for the rest of your business. Credited in full if you move on to option 3 within 30 days.
€4,500Option 3, the AI Operating System. Your whole business on AI, excluding VAT, in three weeks. Stop point after week one for €1,500.

Fixed price, no subscription and no extra work without a new agreement. You pay half at the start and half at delivery. If it does not work as agreed, I fix it or you get your money back. The choice is yours. What is agreed is set out in the proposal beforehand. See how the price is built up or see the three options and prices.

Who does the work

I am Joost, from Utrecht. I am an AI specialist, shaped at one of the largest banks in the Netherlands, where I work with AI within agreements on compliance, risk, privacy and IT. For your process, we agree what needs to improve and measure whether it does, including time spent on review and rework.

Better work. More business.The tools, the plan and the implementation.

I know how to use AI for better work and more profit. From the right tool and a strong prompt to a workflow your team uses every day.

One specialist, one point of contact. I diagnose, build and improve the workflow myself, and I help choose which models and working environments fit. Read how I work.

Frequently asked questions

What do I need to provide to get started?

One order as it came in, without names or customer details. Nothing more. You do not need to know which AI solution you need; I will work that out for you.

Our ERP can already read PDF orders

Then the question is which part is left over: deviating formats, free text, customer agreements. If the answer is 'nothing', I say so in the diagnosis.

What if the AI picks the wrong product?

Each line shows how confident the match is. The order desk releases. Price and stock come from the ERP, never from the AI.

We have MSG, Logic4 or Business Central, can that be integrated?

I investigate that in the diagnosis. If it cannot be done via an API, import or mailbox, the workflow works as a check overview next to your ERP.

How many orders do we need for this to pay off?

We work that out in the diagnosis with your numbers. It is about lines via email and PDF, not total revenue.

Can AI take over order handling from email completely?

The preparation, yes: reading orders from email and PDF, matching the lines to items and preparing a draft order. Release, deviating customer agreements and uncertain lines stay with your sales office. What disappears is mostly the retyping during order entry, while order handling stays under your control.

Free worked example

Send one order

As it came in, without names or customer details. Within one working day you get back what is known, what is missing or conflicting and which draft order is ready. I usually reply within a few minutes, including weekends.

Message Joost Or send an email

Using Exact Online for orders and invoices?

Explore preparation around Exact Online.

Free and without obligation

Have one order worked out. Then you see it for yourself.

Send an order as it came in, without customer details. Within one working day you get back what is known, what is missing or conflicting and which draft order is ready. This is the first step of your free AI plan.

Not in wholesale? Automating order processing with AI puts the three routes side by side: EDI, PDF recognition and an AI workflow with review.