Capture
Extract order references and requested quantities from agreed channels without treating uploaded instructions as authority.
Order operations
From incoming order to approval-ready draft.
Orders rarely fail because a line is unreadable. They fail where customer-specific terms, substitutions, credit, delivery promises, and manual approvals meet.
Discuss your use caseResolve
Match customer wording to approved catalogue items and flag uncertain or discontinued references.
Price
Apply the agreement attached to the account, with a visible comparison to standard pricing.
Validate
Check credit, stock, delivery constraints, minimum quantities, and account status.
Gate
Hold substitutions, price exceptions, restricted items, or new delivery addresses for the right reviewer.
Prepare
Create an approval-ready draft through a declared ERP action during a connected pilot.
Illustrative sample · Northstar Components
Twenty-two lines, one governed exception.
Twenty-one lines are routine. One requested substitute is compatible but outside the customer's approved bill of materials.
Exact matches21 of 22ERP catalogue
SubstituteCompatibleEngineering matrix
Customer statusApproved list onlyAccount rule
WRITTEN RULE
Compatible substitutes still require the customer's technical buyer when the account uses an approved bill of materials.
OUTCOME
The order draft is ready, while the single substitute line is isolated for approval.
Start with one decision
Bring the workflow your team knows by heart.
We’ll map the systems, facts, rules, and approval point before discussing a pilot.