Wherever you set the boundary, a person approves before anything is booked in your ERP. One order that breaks a rule pauses the workflow and goes to the order desk with the PDF; someone corrects it and submits, and only then is the sales order created. Orders that fit the rules run through on their own, and every step is logged.
Solution: AI order management
How it works
Does a person approve before anything is booked in your ERP? Wherever you set that boundary, yes. This is how it works with Lleverage.
This order asks for a thousand rolls of pallet wrap. The rules allow two hundred and fifty, so the AI doesn't book it. The workflow pauses before anything is booked in the ERP and sends a request to the order desk, with the PDF next to it.
Someone on the team checks the quantity with the customer, corrects it, and submits. Only then does the workflow continue, and the sales order is created in the ERP, here Business Central. Where a person must approve is something you set, for example in a table of rules your team can read and change.
An order that fits the rules doesn't wait for anyone. The workflow starts as soon as the email arrives. It creates the sales order without a person in between, and every step is logged, so you can check the work afterwards.
Start with a person approving more of the work, and let more run on its own as the results hold up. Next for you: how to review a request, step by step. Find the links on this page.