01
Eliminate Manual Line-by-Line PO Keying
Turn messy retailer PDFs, multi-tab Excel sheets and buyer-specific item numbers into structured order lines in seconds instead of hours.
← All appsB2B PO Intake Overview
01 / PRODUCT OVERVIEW · Operations & growth
Convert wholesale PDF and spreadsheet POs into clean draft orders.
Customer item aliases, case-pack rules and negotiated contract pricing turn manual PO entry into a slow, error-prone bottleneck.
Early access — concierge onboardingWho this is for
Wholesale and B2B operations teams processing emailed PDF, CSV or Excel purchase orders.
How it works in practice
Extract line items from incoming buyer POs, match customer item aliases against your catalog, validate pack sizes and contract pricing, and prepare structured draft orders with a clear exception queue for human sign-off.
KEY OPERATIONAL BENEFITS
Why teams onboard B2B PO Intake
02
Enforce Case-Pack, MOQ & Contract Pricing Rules
Automatically check every line against your case-pack multiples, minimum order quantities and account-specific price lists before a draft order is created.
03
Persistent Buyer Alias Memory
Once your ops team confirms that a retailer’s code `RET-BLK-99` maps to `SKU-BOOT-09`, B2B PO Intake remembers it on every future purchase order from that account.
SAMPLE WORKFLOW INSPECTOR
Read-first guardrails active
B2B PO Intake / sample exception & output view
| Item / Record | Rule Observation | Decision Status |
|---|---|---|
| PO-0042 / Line 1 | Customer alias matched | Mapped |
| PO-0042 / Line 2 | Pack size needs confirmation | Review |
| PO-0042 / Line 3 | Price differs from catalog | Review |
THE OPERATIONAL SHIFT
Before vs. after B2B PO Intake
Without B2B PO Intake · Manual status quo
Where your team loses hours
- Wholesale ops reps spend 45 minutes per PO cross-referencing buyer item codes against master spreadsheets.
- Broken case packs (ordering 10 units of a 6-pack item) slip into fulfillment and stall warehouse picking.
- Outdated buyer unit prices get keyed into draft orders without realizing the account’s tier changed.
With B2B PO Intake · Agreed workflow
How your workflow runs after onboarding
- Incoming POs are parsed and matched against your catalog and customer alias dictionary automatically.
- Pack-size violations and price variances are highlighted inline for instant ops resolution.
- Clean, verified line items flow into human-approved draft orders with zero manual typing.
What we configure during onboarding
Three representative purchase orders, a catalog export, pack sizes and known customer item aliases to configure your intake profile.
Fast-track setup: request a guided onboarding call when you apply so we can configure your rules and mappings without requiring production credentials upfront.
Operational guardrails
Ambiguous SKUs, pack-size mismatches and price variances are routed to your review queue rather than silently guessed.
Common questions
How does concierge onboarding work?
Rather than dropping you into a generic self-serve setup, we configure rules, field mappings and exception thresholds directly against your store’s workflow before you go live.
Will requesting access create a charge?
No. Requesting access starts your onboarding review. Any paid deployment begins only after you approve the exact scope, deliverables and fee.
Do we need to grant full Shopify admin access right away?
No. Initial rule calibration works with standard exports or a live workflow walkthrough. Marketing updates are completely separate and optional.
MORE IN OPERATIONS & GROWTH
View all Operations & growth apps ↗
Pair B2B PO Intake with related workflows
Return-to-Fix
Turn recurring return reasons into concrete PDP fixes.
✓ Fix high-return SKUs mid-season
Profit-aware Merchandising
Rank merchandising and campaign actions by true contribution margin.
✓ Cut ad spend on margin-negative SKUs
Sell-through Merchandising Agent
Move seasonal and aging stock without defaulting to blanket markdowns.
✓ Exposure-first sell-through queue