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SUITEORDER FOR INTAKING SALES ORDERS

Sales Order Intake

Turn PDFs, Microsoft Excel-based size grids, and handwritten order photos into validated NetSuite sales orders without manual keying.

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Overview

Extract order details from PDFs, Microsoft Excel-based size grids, marked-up linesheets, and trade-show photos into validated NetSuite sales orders.

The SuiteOrder Agent by Folio3 extracts information from documents arriving through an email inbox and a portal drop folder and returns customer, ship window, cancel date, currency, terms, and flat line list, with every size cell exploded into a discrete quantity. It works with Google Drive, Microsoft SharePoint, and other content storage platforms.

Agent Details

Industries

Wholesale Distribution, Manufacturing, Retail, Construction, Healthcare, Real Estate, Professional Services

Job Roles

AP Manager, Controller, Finance Manager, Accounting Manager, Procurement Manager

Time to Configure

~ 2 hours

Time for Data Readiness

~ 5 hours

Time to Deploy

~ 1 hour

Delivery Method

SuiteApp

Integration Protocol

NetSuite SuiteApp + Anthropic API

What SuiteOrder Does

  • Multimodal Ingestion: Process order documents across PDFs, spreadsheet-based size grids, marked-up linesheets, and handwritten sheet photos.
  • Structured Extraction: Capture customer, ship window, cancel date, currency, terms, and flat line list with every size cell exploded into a discrete quantity.
  • Matrix Item Resolution: Match style name and color to matrix child item internal IDs using semantic matching for color aliases.
  • Confidence Scoring: Return a confidence score on every line, so potential errors can be identified before processing.
  • Exception Queue: Route low-confidence lines to a queue showing the original document image side by side with the proposed line for two-click correction.
  • Rule Capture: Capture each correction as a customer-specific rule to improve processing of future orders.

Benefits of SuiteOrder

  • Time Savings: Save hours otherwise spent in manually extracting order information from multiple documents.
  • Error Reduction: Reduce the chances of errors in manual entry by automating the extraction of order information.
  • Faster Order Acknowledgment: Accelerate order intake and acknowledgment, which results in an increase in revenue due to customer satisfaction.

See It in Action

Team at SuiteConnect 2025 Team at SuiteWorld 2025 Networking at SuiteConnect 2025 Networking at SuiteConnect 2025 Networking at SuiteConnect 2025
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