Skip to content

Orders into your ERP

Orders in your ERP, without entering them twice.

Customers keep sending orders by email, PDF or Excel. Klarvai extracts the lines, checks references and prices and prepares the ERP order. Your team reviews discrepancies.

Free assessment · Scope and price before you start

The same process. Fewer manual steps.

An order means identifying the customer, matching product codes, applying prices and telling the warehouse. Repeating that chain manually delays everything that follows.

Before
Open email → find customer → copy lines → check prices → check stock → save → notify warehouse.
After
Order received → validation against your data → ERP order. Unknown references and differences remain pending.
  1. Collect the order

    Read the agreed channels and formats while keeping the source document.

  2. Identify and check

    Match customers and product codes, apply price lists and check availability when the ERP exposes it.

  3. Prepare the entry

    Create an order or draft, preventing duplicates when the same request is forwarded or retried.

  4. Coordinate the next step

    Notify the responsible team and put exceptions in a review queue with a reason.

A good starting point if…

  • Your team manually enters orders with multiple lines.
  • You have a product catalogue and identifiable commercial rules.
  • Your ERP supports a connection, import or entry workflow we can test.

What we check first

Automation will not fix an outdated catalogue on its own. First we identify references, rules and data that need cleaning.

Review integration options

Put numbers to your process

What does this task cost you?

Enter your volume and the time your team spends. Calculate the cost of manual work to start the conversation with data.

Initial values are examples. Formula: monthly volume × minutes ÷ 60 × hourly cost.

Today, this task represents

Time per month
53.3 h
Monthly cost
€1,173
Annual cost
€14,080

This is the value of time spent, not guaranteed savings. Human review, maintenance and tool usage also count.

Get my free assessment
Estimate the return on an automation too

Try your own assumptions. The percentage estimates time released; costs should include tools, usage and maintenance. These are not Klarvai prices.

Complete all three assumptions to see the estimated return.

Interactive examples

From incoming data to completed work.

Explore the normal path and what happens when something does not match. These are simulations with fictional data, with no live connections or customer results.

Order → ERP

Explore workflow

Sample input

sample-order.xlsx

Customer
Example distributor
Reference
ART-024 · 12 units
Price list
€15.00 / unit

Order prepared in ERP

Customer, reference and price match the sample catalogue. Order prepared for €180.00 before taxes.

Reference pending

Reference ART-999 is not in the sample catalogue. No order is created: the team needs to assign a valid product.

Illustrative simulation. Your case is validated through a pilot with your formats and rules.

Before the next step

Do customers need a new format?

We start with the documents they already send and test a sample to identify which formats work and which need a template or review.

Will it work with my ERP?

We check your ERP version, permissions and integration options. APIs, imports and accessible interfaces are possible routes; compatibility is confirmed during the assessment.

What if a product is not recognised?

The order remains pending with the unresolved reference. A person assigns the match or corrects the data before it continues.

Can it read WhatsApp orders too?

We can assess that channel as part of the scope, including WhatsApp Business access, message formats and customer identification.

Tell us which task you want off your plate

We reply by email to arrange a first conversation. If automating it makes sense, we prepare the diagnosis with the scope and the quote in writing.

  • A map of today’s process and what to automate.
  • Human review points and required tools.
  • Written scope, timeline, budget and potential time savings.
Where
Barcelona

Rather talk it through? Pick a slot in the diary: 15 or 30 minutes, your choice.

Book a call

Get my free assessment

Security check

We reply within one working day. No spam and no cold calls.