How B2B PO Intake works.

Follow the inputs, review rules and handoffs — from your first sample to a human-approved output.

Early access — concierge onboarding

Request B2B PO Intake access ↗ See the benefits →

01Parse incoming buyer PO documentStructured PO Line Extraction
02Resolve SKUs via catalog & alias memorySKU Resolution & Confidence Map
03Validate case packs, MOQs & contract pricingLine-Item Exception Queue
04Approve & generate clean draft orderApproved Draft Order Payload

INSIDE THE ENGINE

Step-by-step operational pipeline

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.

Parse incoming buyer PO document

Deliverable: Structured PO Line Extraction

Extract header details (buyer account, ship window, PO number) and line items from retailer PDF, Excel or CSV purchase orders.

Resolve SKUs via catalog & alias memory

Deliverable: SKU Resolution & Confidence Map

Match buyer item codes, UPCs and style/colour descriptions against your Shopify catalog and account-specific alias table.

Validate case packs, MOQs & contract pricing

Deliverable: Line-Item Exception Queue

Check ordered quantities against pack multiples, stock availability and the buyer’s agreed wholesale price list.

Approve & generate clean draft order

Deliverable: Approved Draft Order Payload

Ops reviews any flagged exceptions, approves the order in one click and saves new alias mappings for future POs.

SAMPLE WORKFLOW INSPECTOR

B2B PO Intake / sample exception & output view

Read-first guardrails active

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

DATA FLOW & SAFETY ARCHITECTURE

Read-first setup and agreed change controls

1. Read-First Input

Three representative purchase orders, a catalog export, pack sizes and known customer item aliases to configure your intake profile.

2. Rule & Guardrail Engine

Ambiguous SKUs, pack-size mismatches and price variances are routed to your review queue rather than silently guessed.

3. Concierge Scope

Concierge setup for your core buyer PO formats, alias dictionary and exception rules, with mandatory human approval before any Shopify draft order is created.

What your team brings to onboarding

Three representative purchase orders, a catalog export, pack sizes and known customer item aliases to configure your intake profile.

Ready to calibrate B2B PO Intake on your store? Request access to walk through a sample export or staging workflow directly with our team.

Request B2B PO Intake access ↗ Next: See benefits & use cases →

CONCIERGE ONBOARDING

Initial rollout scope

Concierge setup for your core buyer PO formats, alias dictionary and exception rules, with mandatory human approval before any Shopify draft order is created.