Managed service
Sales Order Agent
Give us access to your order channels. Receive clean ERP orders.
Give Logistify access to the channels where customer orders already arrive. We read each message, extract the order, match SKUs, check inventory, and return a clean confirmed order to your ERP. Your team spends time on genuine exceptions, not re-keying routine orders.
- 10 sec
- per order
- 90%
- labor reduction
- 50%
- faster fulfillment
Incoming order
+ Email · + SMS · + PDF / Paper · + Voicemail
Logistify AI
Reading WhatsApp message…
ERP-ready output
100% accuratePushed to QuickBooks · Fulfillment triggered
The problem
Your team spends all day copying orders into your ERP.
Manufacturers and distributors receive sales orders from everywhere — WhatsApp groups, email inboxes, phone calls, SMS, and paper forms. A team of data entry clerks manually copies every order into the ERP, one by one. This is slow (delayed fulfillment), error-prone (10% return rate), and expensive (millions in annual labor costs). Meanwhile your ERP has no idea an order exists until someone types it in.
The solution
You connect the channels. We return ERP-ready work.
After you connect the incoming order channels, Logistify runs the order-intake workflow for you. We extract each order, match product names to your exact SKUs, check current inventory, and return a clean confirmed order to your ERP. Your team receives the context needed to approve only the exceptions that require judgment.
- 90%
- Reduction in labor costs
- 90%
- Fewer return orders
- 50%
- Faster order fulfillment
- 10s
- Per order processed
How it works
How Logistify delivers the work
01
Order arrives on any channel
A customer sends an order via WhatsApp, email, SMS, voicemail, or uploads a paper order form. The agent is listening on all channels simultaneously.
+ Email · + SMS · + PDF / Paper · + Voicemail
02
AI reads and extracts the order
The agent reads the message, transcribes voicemails, or parses PDF attachments. It extracts customer name, products, quantities, delivery address, and any special instructions.
Extracted fields
- Customer
- Brexford Brewery Ltd
- Products
- 50 × Red Label Pilsner · 30 × Session IPA
- Delivery
- Friday before noon
03
SKU matching and inventory check
Product names are matched to your exact ERP SKUs — even when customers use nicknames or abbreviations — by checking each customer's order history and your catalog aliases. Available inventory is checked in real-time to prevent overselling.
Brexford Brewery
WhatsApp · 09:14
hi need
50 cases red label pils
30 session ipa
pls, deliver friday
09:14 ✓✓
2 of 2 items matched · inventory checked
04
Review, approve and sync to ERP
A clean order card appears in your Logistify dashboard for a quick human review. One click approves it and the order is pushed into your ERP, triggering fulfillment automatically.
Logistify review queue
Order #4421 · Brexford Brewery
RED-PILSNER-24
Red Label Pilsner · Case/24
×50
$18.00
SESSION-IPA-24
Session IPA · Case/24
×30
$21.50
→ Pushed to QuickBooks Online · Fulfillment triggered · Confirmation sent
See it in action
Watch our team run the Sales Order Agent
Our team uses the AI Agent to handle the workflow, review exceptions, and return the completed work through your existing systems.
Capabilities
Everything you need. Nothing you don't.
SKU intelligence
Matches what customers write to what's in your catalog — always.
Customers write informal names, abbreviations, and their own part numbers. The AI cross-references each customer's order history and your full catalog to resolve the right SKU — across thousands of products — without you touching a thing.
Product names
"Red Label Pils"
Resolved to RED-PILSNER-24
Inventory protection
Catches stock problems before they become return orders.
Every order line is checked against live inventory before confirmation. Low-stock and out-of-stock lines are flagged immediately, so your team can offer alternatives rather than shipping a backorder and dealing with the fallout later.
Review Order
Live inventoryRed Label Pilsner · 24pk
RED-PILSNER-24
× 50
180 avail
Session IPA · 24pk
SESSION-IPA-24
⚠ × 30
12 avail
Dark Stout · 330ml × 24
STOUT-330ML-24
× 24
240 avail
SESSION-IPA-24 exceeds available stock — 30 ordered, only 12 on hand
AI Suggested
Ship 12 now · backorder 18
Split fulfillment — no stockout, no lost sale
Reduce to 12 cases
Match available stock only
Available: 12 cases
Human review built in
Your team stays in control. The AI just removes the typing.
Every order lands in a clean review dashboard with a confidence score. High-confidence orders are one click to approve. Anything the AI isn't sure about is flagged for human attention. You decide what goes into your ERP — the agent just handles the extraction.
Status
Pushed to QuickBooks
Fulfillment triggered automatically
ROI Calculator
See how much manual order entry is really costing you.
Adjust the inputs to match your team. The numbers update live.
Your operation
Assumes AI handles 85% of orders automatically and catches 90% of data-entry errors. Based on benchmarks across 200+ wholesale distributors.
Your projected savings
Annual time value saved
$17k
85% of entry time × $28/hr × 12 months
Per-employee savings
$17k
Annual savings ÷ 3 people
Yearly error cost avoided
$26k
8% error rate × $850 avg order × 90% catch rate
Total annual value
$44k
Labor savings + error cost avoided
Input channels
Works with how your people already communicate
- SMS
- Voicemail
- Paper / PDF
- E-commerce
ERP integrations
Connects to your existing systems
- QuickBooks Online
- TallyPrime / Tally ERP9
- Unleashed Software
- BREWW
- SYSPRO ERP
- SAP
- Shopify
- Xero
Don't see your ERP? Contact us — we add new integrations on request.
Let Logistify run this workflow for you.
Tell us how the handoff works today. We will map your systems, run the routine work, and surface only the exceptions that need your team’s judgment.
Further reading
Industry Research
Best AI Order Entry Automation Software for Manufacturers and Wholesale Distributors (2026)
Five AI order entry tools compared honestly for manufacturers and wholesale distributors: Logistify AI, Conexiom, Esker, WizCommerce, and Canals. What each actually reads, which ERPs they connect to, whether there's a human review step before orders hit your system — and why QuickBooks Desktop support is the line that splits this market in two.
Read the article
Industry Research
ERP Software Comparison: The Definitive Guide for Manufacturers and Distributors in the USA (2026)
A deeply-researched comparison of the 12 major ERP platforms used by manufacturers and distributors in the USA — covering SAP, Oracle, Microsoft Dynamics, NetSuite, Epicor, Infor, IFS, Sage X3, Acumatica, SYSPRO, Plex, and Odoo. Includes a buyer's decision framework, implementation failure data, and the coordination gap that every ERP leaves unsolved.
Read the articleExplore other AI Agents
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