Automation · Sales Order Processing

Turn order emails into ready-to-fulfill sales orders

A customer emails an order and you get back a clean, validated sales order, with no typing and no chasing details. GenLedge reads the email and its attachments, matches the customer and every line to your catalog, and checks pricing, credit and stock before the order is created. You review only what needs a human; everything else is done for you.

No typing

Order details captured for you

Fulfill-ready

Validated orders, start to finish

Fully checked

Pricing, credit and stock verified

On record

Every order fully traceable

How it works

What happens, step by step

Here's what happens from the moment an order lands in your inbox.

  1. 1

    Order arrives

    A customer order lands in your inbox by email.

  2. 2

    Order is read

    The header, addresses and every line are read for you.

  3. 3

    Customer matched

    The right customer account is found automatically.

  4. 4

    Lines matched

    Each item is matched to your product catalog.

  5. 5

    Priced and checked

    Pricing, credit limit and stock are all verified.

  6. 6

    Sales order created

    A clean, validated sales order is ready to fulfill.

An order email on one side, the finished sales order on the other.
What it does

Inside sales order processing

Pick an area to see what the automation handles for you.

Order details lifted from an email, ready to confirm.

Every order read, whatever the format

GenLedge reads the order straight from the email and any attachment, so nothing is retyped. Header, addresses and every line come across cleanly.

  • Reads header, billing and shipping details
  • Pulls every line from email or attachment
  • Handles PDFs, spreadsheets and order forms
  • No manual data entry
See it on your workflow
A messy order email becoming a clean, structured sales order.

From inbox to sales order, hands-free

Orders arrive as emails, PDFs and spreadsheets, and someone usually ends up retyping every line. GenLedge reads each order and turns it into a structured, validated sales order without the manual entry. Your team reviews the result instead of keying it in.

  • No more retyping orders by hand
  • Consistent, structured orders every time
  • Your team reviews instead of typing
Pricing, credit and stock checks shown as passed on an order.

Validated before it ever reaches fulfillment

An order isn't just captured, it's checked. GenLedge matches the customer and catalog, resolves tax codes, and confirms pricing, credit and stock before the sales order is created. Problems surface early, not on the warehouse floor.

  • Pricing, credit and stock checked up front
  • Tax codes resolved on every line
  • Issues caught before fulfillment begins
An exception queue with clear context for each flagged order.

You stay in control of the exceptions

GenLedge handles the routine orders on its own and brings anything unusual to a person. Unknown customers, unmatched items and possible duplicates come to you with the details attached. Every decision and every step is recorded, so nothing is a mystery later.

  • Exceptions routed to a human with full context
  • You approve anything out of the ordinary
  • Every step recorded for audit
Built to be trusted

Powerful automation, fully under your control

Robust, secure, private, and transparent, so you get the speed of automation without giving up oversight.

You stay in control

The automation does the busywork; your team approves the decisions that matter. Nothing important happens without a person's sign-off.

Everything is on the record

Every action is captured and explainable, so month-end and audits are a lookup, not a scramble.

Your data stays yours

Your information is isolated to your business, encrypted, and never used to train anyone else's systems.

Robust and always on

It runs around the clock with the checks and safeguards to keep your books accurate and your work moving.

Integrates with your existing tools

QuickBooks
Xero
NetSuite logo
NetSuite
Salesforce logo
Salesforce
HubSpot
sage
Sage Intacct
Dynamics 365
Google Sheets
QuickBooks
Xero
NetSuite logo
NetSuite
Salesforce logo
Salesforce
HubSpot
sage
Sage Intacct
Dynamics 365
Google Sheets
FAQ

Questions about sales order processing

Orders that arrive by email, whether the details sit in the message body or in an attached PDF, spreadsheet or order form. GenLedge reads the header, addresses and every line item, so you never have to retype an order by hand.

See sales order processing on your own work

Book a demo and we'll run it on a real workflow from your business, so you can see the value before you commit.