Automated Order Entry for Unleashed
We read the trade orders your customers email you, PDF and CSV purchase orders, Excel, Word or plain email text, map them to your Unleashed product codes, validate the pricing and create the sales order directly in Unleashed through its API. No rekeying, no storefront transaction fee, and only the genuine exceptions reach a person.
Email And PDF To Unleashed
Orders arrive by email in any format and land in Unleashed as validated sales orders, with no one retyping them into a storefront first.
Mapped To Your Product Codes
Each customer's product codes are mapped to your Unleashed products and every line is validated against their agreed price list.
Correct Customer And Warehouse
Orders are created against the right customer and warehouse, so they drop straight into your existing Unleashed fulfilment and inventory flow.
Bypasses Storefront Fees
Talking to the Unleashed API directly means trade orders can skip a storefront layer and the transaction fee attached to every one.
Review Queue For Exceptions
Duplicates, price discrepancies, missing details and low-confidence matches are held for review rather than pushed through blindly.
Built For Your Workflow
A bespoke, developer-led build around your customers, product codes and pricing rules, delivered by a UK team under NDA.
Some of our direct clients
Emailed Orders In, Unleashed Orders Out
From a mixture of PDF, CSV, Excel and emailed purchase orders to validated sales orders in Unleashed, without the manual entry that causes credits and undercharging.
- 5+
- Order formats read (PDF, CSV, Excel, Word, email)
- 0
- Orders rekeyed into Unleashed by hand
- 100%
- Orders retained with a full audit trail
- 24hr
- Typical quote turnaround
A Development Partner Who Knows Unleashed
We build order automation directly against the Unleashed API, mapped to your product codes and pricing rules, so emailed orders land correctly without the manual entry.
- Direct Unleashed API sales order creation
- Customer product code and price mapping
- Exception review and approval queue
- Bypasses storefront transaction fees
How An Unleashed Automation Project Works With Us
We learn your Unleashed flow
We look at how orders reach you today, how they currently get into Unleashed, and where the manual work and errors happen. A handful of real purchase orders tells us most of what we need to quote.
We scope against real orders
Using your sample POs, product mappings and price lists, we map exactly what needs extracting, validating and creating in Unleashed, including the awkward cases. You get a fixed-price proposal with a clear scope and timeline.
We build against the Unleashed API
We build the extraction, validation and order creation against the live Unleashed API in staging, and test on messy, real orders. Every order runs through a review queue at this stage, so nothing reaches fulfilment unchecked.
We go live, then raise the automation
We launch with human review and full monitoring, then switch on automatic creation for orders that meet your confidence rules, so routine orders flow into Unleashed on their own and your team handles only the exceptions.
Still typing trade orders into Unleashed?
Send us a few of your real purchase orders and we will show you what can be read, validated and created in Unleashed automatically, with a fixed quote usually within 24 hours. NDA first, no obligation.
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Frequently Asked Questions
Automated Order Entry For Unleashed
If you run Unleashed and still key trade orders in by hand, the questions are usually the same: can a system read the formats our customers actually send, will it get the products and prices right, and can it create the sales order in Unleashed correctly. Here is how we approach it.
The problem this solves for Unleashed users
Plenty of Unleashed users have their larger trade customers integrated directly, yet still receive a stream of orders by email that someone has to process by hand. Those orders arrive as PDF purchase orders in many layouts, as CSV and Excel files, and often as text in the body of an email. The usual route is to type them into a storefront or into Unleashed manually, which is slow, causes wrong products, quantities, addresses and prices, and can add a transaction fee where a storefront sits in the middle.
Automated order entry removes that manual step. Emailed orders are read, checked and created directly in Unleashed, with only the genuine exceptions reaching a person.
Reading orders and mapping to your Unleashed products
We build extraction that reads PDF, CSV, Excel, Word and email-body orders, trained on your real samples so it handles the formats your customers actually use. From each order it pulls the customer and account, the purchase order number, the delivery name and address, and the products, quantities, prices and requested delivery dates.
Because customers use their own product codes, we map those to your Unleashed product codes and translate every line automatically, flagging anything that cannot be matched with confidence. This is the custom logic that generic connectors cannot handle, and it is what our Unleashed API integrations work is built on.
Not sure your orders can be read reliably?
Send us your messiest purchase orders. We will tell you honestly what can be created in Unleashed automatically and what needs a review step.
Validation, duplicates and the review queue
We apply your customer-specific pricing rules and validate every line against the agreed price list, so undercharging is caught before an order is created, not corrected with a credit afterwards. Duplicate purchase order numbers are detected before they turn into duplicate shipments.
Anything uncertain is held in a review and approval queue with exactly what was extracted and what needs a decision, so clean orders flow through and only exceptions need a person. You start with every order reviewed and move to confidence-based automation once accuracy is proven.
Creating the order in Unleashed and skipping the storefront
Validated orders are created directly in Unleashed through its API as sales orders, against the correct customer and warehouse with your required fields set, so they drop straight into your existing process. Because we talk to Unleashed directly, trade orders can bypass a storefront layer and lose the per-order transaction fee.
This is a focused part of the broader automated order processing work we do, and it pairs naturally with wider API integrations and business automation if the rest of your stack needs connecting. The build is bespoke and developer-led, delivered by a UK team under NDA, and tested against the real Unleashed API so it behaves in production exactly as it does in staging.
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Tell what you're looking for and we'll see you how we can help. Quotes are typically provided within 2 working days of the initial call.