The Sales Order Agent reads the PDF orders your customers email you and enters them into Acumatica in seconds, with AI-powered validation, so your team stops keying and starts selling.
The Sales Order Agent is an AI-powered tool using familiar screens and tools you know inside Acumatica. It monitors a dedicated email inbox and reads incoming PDF customer orders automatically. Pricing is validated, part numbers are matched, and a clean recognition document is ready for your team to review. One click creates the confirmed sales order.
SPEED
Order entry reduced from 10 minutes per order to seconds, with discrepancy checking included.
SCALABILITY
Order volume can grow without adding more people to process it.
STAFF FOCUS
CSRs are freed to focus on customer relationships and account growth instead of clerical order entry.
PREDICTABLE ROI
A fixed monthly cost, with cost per order dropping as volume grows.
Powerful AI Built to Read, Validate, and Enter Every Order,
Using Familiar Acumatica Screens and Tools.
The Sales Order Agent is an AI-powered tool built natively inside Acumatica that reads PDF customer orders, validates pricing, matches part numbers, and prepares a confirmed sales order for one-click approval.
SO Agent leverages the familiarity of Acumatica based screens combined with the power of Azure Cognitive Services to create orders from your PDFs.
Order entry drops from 10 minutes per order to seconds, with discrepancy checking included. Early adopters have recovered more than a week of staff time a month.
Yes. Every order is validated against your existing Acumatica pricing configuration, and any pricing discrepancy is flagged before the order is created.
The Sales Order Agent maps customer part numbers to your Acumatica inventory IDs automatically, so mismatched numbering doesn’t stall the order.
Yes. Your team reviews the original PDF alongside a clean, validated recognition document, then approves with one click. The agent handles extraction and validation; a person makes the final call.
No – its a native Acumatica Customization that doesn’t require your users to interact with another platform. Azure Cognitive Services is leveraged via the Acumatica Framework behind the scenes.
Yes. It’s part of the Crestwood Products Efficiency Series, a growing set of purpose-built tools that close workflow gaps standard ERP leaves open.
