Automated order entry from email, EDI, or website

Automated Order Entry from Email, EDI, or Website – Ammunition Wholesale, Defense Industry

 1.1. Purpose
  1. Order capture from multiple channels (email, EDI, websites) into ERP/order management, eliminating manual rekeying.
  2. Standardization of incoming formats (purchase orders, RFQs) for rapid validation and error reduction.
  3. Immediate downstream processing (inventory, fulfillment, compliance checks) upon order capture.
  4. Persistent audit trail creation for regulatory requirements and internal verification.

 1.2. Trigger Conditions
  1. Inbound email with attachment (PDF, DOC, XML, EDI file) containing an order.
  2. Receipt of standardized EDI 850/ORDERS or custom XML/CSV via sFTP/API.
  3. Web form submission or purchase via client B2B/partner portal.
  4. Change/update on connected CRM or ERP order intake endpoint.

 1.3. Platform Variants
  1. Microsoft Power Automate
   • Feature: Outlook/Exchange “When new email arrives” trigger; SharePoint Forms; HTTP connector.
   • Sample Config: Monitor “[email protected]”; parse attachments; push JSON to Dynamics 365.
  2. Zapier
   • Feature: Email Parser; Webhooks; FTP; Formatter utilities.
   • Sample Config: Receive email, extract fields, transform to ERP API format, POST to inventory system.
  3. Make (Integromat)
   • Feature: Email/IMAP module, JSON/XML parser, HTTP module.
   • Sample Config: Fetch attachments, run mapping scenario, push order JSON to ERP API.
  4. UiPath
   • Feature: Email automation, Document Understanding, API Orchestrator.
   • Sample Config: Automate PDF extraction, validation, push structured data.
  5. Boomi
   • Feature: EDI B2B Integration; Mail connector; Data mapping.
   • Sample Config: EDI 850 inbound, map to Canonical XML, dispatch to SAP.
  6. MuleSoft
   • Feature: Email/FTP connectors, EDI transformer, Salesforce integration.
   • Sample Config: Process incoming EDI, convert, sync to ERP.
  7. Dell ECS (Email Connector Service)
   • Feature: Email ingestion, EDI parsing, scheduling.
   • Sample Config: Route orders from designated inbox to back office APIs.
  8. AWS Lambda
   • Feature: Event-driven, integrates with SES, API Gateway.
   • Sample Config: Trigger on SES email receipt; parse; invoke API.
  9. Azure Logic Apps
   • Feature: Email/API triggers, built-in connectors for ERP/CRM.
   • Sample Config: Automate from Office 365/SMTP and push orders.
  10. Google Apps Script
   • Feature: Gmail/Sheets API, Apps Automation.
   • Sample Config: Read incoming order email, write to Google Sheet, sync with external system.
  11. IBM Sterling Integrator
   • Feature: Full EDI suite, mailboxes, partnership profiles.
   • Sample Config: Auto-accept EDI orders, map fields to standard, transmit.
  12. Cleo Integration Cloud
   • Feature: Email ingestion, SFTP/EDI, B2B flows.
   • Sample Config: Scheduled poll for attachments, flow into ERP endpoint.
  13. Jitterbit Harmony
   • Feature: Email, FTP, API endpoints, transformation scripting.
   • Sample Config: Connect to POP3/IMAP, script transformation, POST order.
  14. Workato
   • Feature: Recipe builder, email/action triggers, rich connectors.
   • Sample Config: Watch mailbox, parse body/attachment, forward via API.
  15. Tray.io
   • Feature: Drag-and-drop integration, robust data mapper, webhooks.
   • Sample Config: Email inbound, parse DOC, connect to Netsuite.
  16. APIANT
   • Feature: Email/EDI event triggers, data mapping, REST API.
   • Sample Config: Mailbox watch, context parse, forward to endpoint.
  17. Smartsheet
   • Feature: Forms, email parsing, integration tools.
   • Sample Config: Form entry triggers workflow, syncs order data.
  18. Kofax TotalAgility
   • Feature: Intelligent Document Processing, email ingestion.
   • Sample Config: PDFs from orders mailbox auto-extracted, triggers ERP update.
  19. Docparser
   • Feature: PDF/email parser, webhook trigger.
   • Sample Config: Monitor for new PDFs, extract structured data, send via webhook.
  20. Elastic.io
   • Feature: Email/EDI connectors, workflow automation.
   • Sample Config: EDI via SFTP, parse, push to ERP or CRM API.

 1.4. Benefits
  1. Significant reduction in manual input errors and order processing latency.
  2. Standardized intake, regardless of incoming channel or format.
  3. Immediate compatibility with compliance, inventory, and shipping workflows.
  4. Centralized audit, transaction traceability, and robust reporting for regulatory readiness.
  5. Scalable for increasing order volume and multiple intake sources.
  6. Improves customer/partner experience via faster confirmations and status updates.