Stop retyping customer purchase orders.
Tercero works with wholesale distributors to learn how orders actually reach your team: emailed POs, phoned-in orders, quote requests, and vendor invoices. Then we automate the repetitive steps and prepare orders for the ERP you already use, and your team approves every one.
Where order paperwork eats the day.
- ORDERS
Sales order entry
Read customer purchase orders from email, PDF, or spreadsheet and prepare the sales order with customer, ship-to, items, and quantities.
- ITEMS
Part number matching
Match customer part numbers and descriptions to your item numbers, and flag anything new or ambiguous.
- PRICING
Price & quantity checks
Compare ordered prices and units against the customer's agreed pricing and flag differences before the order ships.
- QUOTES
Quote requests
Pull items and quantities from emailed requests into a prepared quote, so sales starts from a draft instead of a blank screen.
- AP
Vendor invoice matching
Match vendor invoices to purchase orders and receipts, and flag price or quantity differences for review.
- EMAIL & CALLS
Orders inbox & phone orders
Sort the orders inbox and capture phoned-in orders from call notes, so every order lands in the same queue for entry.
Every engagement starts with one of these, chosen with the people who do the work and measured before anything expands.
What could your team do with the order-entry time back?
Set your weekly or monthly order volume. This illustrative model translates repetitive order preparation into time for customers, exceptions, and sales.
Illustrative model assumes 8 minutes of repetitive preparation saved per order. Actual results depend on the workflow.
hours per month
- Customer service & sales · 35%
- Exception handling · 30%
- Purchasing & inventory · 20%
- Team development · 15%
Improve how the work flows without replacing your systems.
Instead of handling every email, form, and follow-up by hand, let the repetitive steps happen automatically, then bring your team in where judgment is actually needed.
- IN
Collect automatically
Gather emailed purchase orders, phoned-in order notes, quote requests, and vendor invoices into one consistent queue.
- PREP
Prepare automatically
Capture customer, item, price, and quantity details, match them to your item list and pricing, and identify what is missing.
- CHECK
Review what matters
Your order desk reviews mismatches, new items, and real exceptions instead of retyping every line.
- OUT
Move approved work forward
After approval, route the order into your ERP where integration supports it, or prepare it for the import files and screens already in use.
Built with your team, not handed to it.
- 01LISTEN
Workflow Assessment
Spend time with the people doing the work, from the emails and calls to the handoffs, and establish a baseline together.
- 02ALIGN
ROI Blueprint
Define the automation boundary, pilot cost, expected savings, timeline, and controls.
- 03PROVE
Build, Measure & Expand
Build beside your team, adjust from their feedback, and expand only after the results are proven.