Orders arrive by email. They shouldn't be typed twice.
In distribution, most customer orders still arrive as emails and PDFs, and someone retypes every line into the ERP. QServices builds agents that read those orders, check price, stock, credit and ship-to against the ERP, and queue a draft order for your order desk to approve.
On SYSPRO, Epicor, Dynamics, Sage or SAP Business One, through their own APIs.
The agent runs these on every order; your team sees only the ones that fail. Tick what your order desk checks today.
Pick your busiest customers' emailed orders and let the agent shadow your order desk before it touches anything live.
A sample of real orders, your price and credit rules, and the items customers misname.
The agent drafts every order; we compare with what your team keyed.
Drafts go to the order desk's queue for real, with the evidence attached.
Measure lines matched first time, minutes per order and errors caught, against the shadow baseline.
EDI suits your largest customers. For everyone else, there are cheaper ways to get structured orders.
| Option | How it works | Fits |
|---|---|---|
| Email and PDF read by an agent | Customers keep sending what they send today | Most customers, with no change on their side |
| Customer portal or web store | Customers key their own orders | Regular buyers willing to log in |
| Spreadsheet template | A standard file read automatically | Large repeat orders |
| EDI | X12 850 in, 855 and 856 back | Retailers and large distributors |
If you run Business Central online, start by checking Microsoft's own agent. On other ERPs, or where its limits bite, a custom agent does the same job.
| Area | What it does | Where it stops |
|---|---|---|
| Intake | Reads customer emails and attachments | Default 100 emails a day; PDFs up to 50 pages |
| Output | Always creates a quote first | A person converts it to an order |
| Customers | Matched by email address | Forwarded emails need a manual match |
| Approval | A person approves every outgoing email | By design |
| Cost | Microsoft's example: 100 requests a month is 1,650 Copilot Credits | About $16.50 a month at pay-as-you-go |
From Microsoft Learn's Sales Order Agent documentation, updated October 2026.
How orders arrive, how many lines, how long they take and what goes wrong. See the process assessment.
Price tolerances, credit rules and which customers always get a person.
Every order read, matched and checked, drafted in the ERP.
Your order desk clears the queue; exceptions arrive with the reason.
With order entry, if orders arrive by email or PDF. It's high volume, the checks are clear and a person can approve every draft. Supplier confirmations and delivery follow-up come next.
Vendor estimates run from about $12 to $23 of labour per order, before errors. Work it out for yourself: orders a month times minutes per order times your loaded hourly cost, plus the cost of fixing mistakes.
Customer and ship-to, credit status, a duplicate PO check, item numbers, price against the list or contract, unit of measure, stock or a promised date, and any special terms.
Agents that read emailed orders and PDFs as they arrive, a customer portal or web store, or a standard spreadsheet template read automatically. Keep EDI for retailers and large distributors who require it.
Take a month: one week to collect sample orders and rules, two weeks of shadow running where the agent drafts and your team compares, then live drafts approved by the order desk.
Facts on this page checked on 22 October 2026.
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