Stop Typing Customer Orders From Email
TL;DR Ordlie reads order emails and their PDF or photo attachments, applies what it knows about each customer, and puts a draft in front of your team before anything moves to accounting.
Part of Order Entry Automation for distributors — see How It Works for the full path from inbound message to approved invoice.
Your inbox is full of orders.
Customer orders land in a shared mailbox mixed with quotes, supplier mail, and everything else. Someone has to find the order threads, open the attachments, read the shorthand, and type every line into the system. On busy mornings that work stacks up on the same few people, and every re-key is a chance to miss a quantity, a product name, or a delivery note.
We read it.
Ordlie reads inbound order emails and their attachments — PDFs and photos — and turns the mess into structured line items.
We apply what we know.
Ordlie applies customer-specific preferences, product terminology, substitutions, and delivery instructions it has learned about that customer. Customer Preferences make the next order from them faster to review.
You decide.
Ordlie creates a draft, review-ready order. Your team reviews and approves before anything moves forward. Nothing is ever auto-sent.
We send it where it belongs.
Once approved, the order goes to your accounting system. Today, that’s QuickBooks.
What happens to email attachments?
PDFs and photos attached to order emails are read the same way as the email body itself. Line items, quantities, and customer details are extracted into the same draft order your team reviews — so an attached PO or a phone snap of a handwritten list does not mean a separate re-keying job.
How Ordlie handles repeat customers
Repeat orders benefit from what Ordlie has already learned about that customer: product terminology, substitutions, delivery instructions — the same knowledge applied in “We apply what we know.” Corrections your team makes on one order become rules for the next, so familiar customers spend less time in review.
Frequently asked questions
- Can Ordlie process email orders?
- Yes. Ordlie reads inbound order emails in your shared mailbox, including PDF and photo attachments, applies what it knows about each customer, and creates a draft order for your team to review.
- What happens to email attachments?
- PDFs and photos attached to order emails are read the same way as the email body. Line items, quantities, and customer details are extracted into the same draft order.
- Does Ordlie integrate with QuickBooks?
- Yes. Once your team approves a draft order, Ordlie sends it to QuickBooks.
- Does Ordlie require customers to change how they order?
- No. Your customers keep emailing orders the way they already do. Ordlie reads what arrives on your side — no portal login and no new app for the buyer.