How Lleverage turns an order email into a sales order in Microsoft Dynamics 365 Business Central: it reads the PDF, finds the customer, matches each line to your items and checks the order against your rules before it creates the sales order. An order that breaks a rule goes to your order desk.
Solution: Sales order automation for Business Central
How it works
You can run order processing in Business Central with AI. This is how it works with Lleverage. An order email arrives, with the purchase order as a PDF.
Lleverage reads the PDF, finds the customer in Business Central, and matches each line to your items. It checks the order against your rules: the price, whether the customer is blocked, and the quantity on each line. Then it creates the sales order in Business Central and drafts the confirmation.
Every step is logged. When an order breaks a rule, like a quantity above your limit, it goes to the order desk as a request, with the PDF next to it. Someone corrects it and submits, and the sales order is created.
Your rules sit in a table your team can change. Next for you: set up order intake yourself, or see invoice processing in Business Central. Find the links on this page.