Ordlie Remembers How Your Customers Order
Customer-specific rules that make every draft closer to correct before your team reviews it.
Every customer has their own way of ordering.
The same product gets ordered differently depending on who is buying. One account calls it the house white. Another uses a shorthand only your buyers know. Delivery goes to the service entrance for one hotel and the loading dock for the next. Substitutions that are fine for one customer are wrong for another.
That knowledge usually lives in one person's head. When they are busy, on holiday, or training someone new, the same corrections get made again — and again. Ordlie is built so that tribal knowledge becomes something the draft already reflects.
We apply what we know.
Extraction is the first step, not the whole job. Ordlie layers in what it already knows about that customer.
Reading an inbound message is only half the job. The other half is applying the preferences your team already uses for that account: substitutions, terminology, delivery notes, billing contacts — so the draft that lands in review looks like the order a seasoned buyer would have built by hand.
See the full picture on Order Entry Automation and the four-step flow on How It Works.
What does Ordlie remember?
Realistic preference categories — the same kinds of details your team already carries for each account:
- 01Product substitutions
- 02Customer-specific product names and terminology
- 03Delivery instructions
- 04Billing preferences
- 05Repeat ordering patterns
How customer preferences improve over time
Preferences are not a one-time setup form. As more orders from a customer are reviewed and approved, the preferences Ordlie applies for that customer reflect what has actually been confirmed.
When your team edits a draft — a substitution, a delivery note, a billing contact — that correction shapes what gets applied on the next order from the same account. Over time, repeat accounts need fewer fixes because the draft already matches how they order.
Your team stays in control
Preferences are applied to the draft — step two of the four-step story. Step three is still yours: your team reviews and approves every order before anything moves forward.
Preferences do not remove the human review step. They make the draft closer to correct before your team sees it, so approve, edit, or reject takes less time — not less judgment. Nothing is auto-sent. Nothing reaches accounting without an explicit decision.
If you are weighing fit for your operation, start with For Distributors.
Frequently asked questions
- What does Ordlie remember about a customer?
- Ordlie can remember product substitutions, customer-specific product names and terminology, delivery instructions, billing preferences, and repeat ordering patterns — the kinds of details your team already applies by hand when they know an account well.
- Does Ordlie override my team's decisions?
- No. Preferences are applied to the draft. Your team still reviews and approves every order. You can edit or reject before anything moves forward. Preferences never bypass human review.
- How does Ordlie learn customer preferences?
- As more orders from a customer are reviewed and approved, the preferences Ordlie applies for that customer reflect what has actually been confirmed. Corrections your team makes help shape what gets applied next time.
- Can I correct a preference if it's wrong?
- Yes. Edit the draft when something is off. Your team stays in control, and that correction informs what Ordlie applies on future orders for that customer.