Inbox-style queue
Orders listed down the left, oldest first, with status, value and customer. Open one alongside, the way Outlook or Gmail works.
One queue, one click to approve
Every incoming order waits in a single queue, oldest first, with the original email a click away. Your team checks what’s been flagged, makes any corrections and approves. Nothing goes further without a person saying so.
Designed for the people doing the checking
Original email to hand
Every order has a View email button showing the original message and its attachments, so the source is always one click away.
Warnings that mean something
Low-confidence fields, unmatched products, price differences, stock shortfalls and PO total mismatches, each shown where it applies.
Totals you can trust
Line totals use your ERP prices. Subtotal, delivery, VAT and total are calculated as you edit, and compared with the total on the PO.
Phone orders, same screen
Manual orders use the same form with blank fields. They skip the queue and are approved as soon as they’re saved.
Filters and history
Sort by date or value and filter by customer or status to find an older order in seconds.
Approve with confidence, not crossed fingers
Everything on one form
Customer, PO number, dates, contact details, delivery address, line items, delivery method and internal comments, laid out the way your team already thinks about an order.
- Customer picked from your ERP
- Delivery address from the PO or the account
- Lines added, removed and edited in place
Problems surfaced, not buried
Warnings appear against the field or line they relate to, with the reason. A price difference shows both prices; a stock shortfall shows what’s available.
- Price differs from your ERP
- Insufficient stock
- PO total mismatch
A record of every decision
Approvals, edits and removals are logged against the person who made them, with the time. Two-person approval can be added for high-value orders.
- Full audit log
- Two-factor sign-in for every user
- Optional buddy checking
Typical scope
Order review is built in the first phase, together with capture and ERP sync.
What’s included
- Orders page with queue, filters and review form
- Superadmin and admin roles, with two-factor sign-in
- Audit log of approvals, edits and removals
What we’ll need from you
- The checks your team makes today
- Who can approve orders, and who manages users
Keep exploring the workflow
Order capture
AI order capture for UK wholesalers and distributors: purchase orders read from email, PDF, Excel and Word, every field confidence-scored and checked against your ERP.
ERP & accounts sync
Approved orders created automatically in Unleashed and other ERP and inventory systems, with invoices continuing to Xero, Sage or QuickBooks as they do today.