peekgenticGuides · Office automation
Order entry automation in Dallas-Fort Worth
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What we see at DFW order desks
Most of the manufacturers and distributors we visit around Dallas-Fort Worth have the same setup. Orders land in a shared inbox like orders@ or sales@, as PDFs, scans, spreadsheets and plain emails. One or two people open each one, look up the customer's part numbers, and type the order into Sage, Epicor, QuickBooks or another ERP. Then the same details get typed again for the job ticket, the packing list and the invoice.
It works, until volume goes up or someone is out. Then orders wait, mistakes slip through, and the answer is usually another hire.
How order entry automation works
- The inbox is watched. New orders are picked up as they arrive, attachments included.
- Each PO is read. Customer, ship-to, items, quantities, prices and dates come off the email or PDF, whatever the layout.
- Lines are matched. Customer part numbers are matched to yours. Anything unclear is flagged, never guessed.
- The order is drafted in your system, the way your team enters it today.
- A person approves. Nothing is final until someone on your team says so, and every step is logged.
What it looks like after
For our first client, a food-equipment manufacturer that supplies national grocery chains, work that took the team four hours now takes fifteen minutes, and the programs we built have saved them over $100K in under eight months. More on how we work.
Why a local team helps
- We watch the real desk. Twenty minutes next to the person who enters orders shows more than any questionnaire. We come to you anywhere in Dallas-Fort Worth.
- We sign an NDA before we see a single order, if you want one.
- You keep your systems. We build on top of the ERP, inbox and spreadsheets you already have. See automating without replacing your ERP.
- Someone accountable is nearby when a customer changes their PO format or something needs a fix.
The step-by-step version, with what to gather before you start, is in how to automate order entry from email and PDF purchase orders.
We build this for you. Custom software built around how your team already works: order processing, purchasing, parts and service orders, reports, AI assistants and more. A person approves every step, and nothing has to be replaced. See it: Order processing, custom-built → · Try it on a sample inbox → · Everything we build
FAQ
Is there an order entry automation company in Dallas?
Yes. Peekgentic is a Dallas, Texas team that builds custom order entry automation for manufacturers and distributors across Dallas-Fort Worth, including Garland, Mesquite, Richardson, Plano, Irving, Arlington and Fort Worth.
Will you come to our office?
Yes. The first step is a free 20-minute visit anywhere in Dallas-Fort Worth to watch how your order desk works today. We sign an NDA first if you want one.
Do we have to change our ERP?
No. The automation fills in the system you already use, such as Sage, Epicor or QuickBooks.
Does a person still check the orders?
Yes. Software reads and drafts each order; a person on your team approves it before it is final.
What does it cost?
It depends on the desk. We figure it out after the first visit, and you see the price before we build anything.
Get more out of every person in your office.
Peekgentic is a Dallas firm that builds custom software around the way your team already works: orders, purchasing, invoices, spreadsheets, email. Not a one-size-fits-all platform you have to bend your process to fit. Your know-how goes into a system that's simple to use, so a new hire gets up to speed fast. We'll come watch how your office runs for 20 minutes and tell you straight where it's worth automating.