PO & order-entry automation
Purchase order automation, no order-entry typing
DynamoDocs captures incoming purchase orders and RFQs from email or upload, extracts every line with AI, validates them, and posts them into your ERP as sales orders and quotes. Your team reviews orders instead of typing them.
Which POs? This is for the sales side: the customer purchase orders and RFQs that arrive in your inbox and become sales orders and quotes in your ERP. If you are looking to automate the purchase orders your company sends to suppliers (procurement/outbound POs), that is the buy side. DynamoDocs handles those supplier documents on our invoice and AP automation pages instead.
30-minute session · run against your own documents · no commitment
The short version
DynamoDocs is purchase-order automation software that converts the POs and RFQs your customers send into ERP orders. Documents arrive by email or upload, AI extracts the header and every line item, the data is validated, and approved records are posted into your ERP as a sales order (for a PO) or a quote (for an RFQ). Order-entry staff review exceptions instead of re-keying every order.
How it works
From inbox to posted record
Capture every PO and RFQ
Customer POs and requests-for-quote arrive by email or upload in any format and are ingested automatically.
Read every line item
AI extracts the header and the full line-item grid: part numbers, quantities, prices. It handles layouts it has never seen.
Validated order data
Required fields and your rules are enforced before anything posts, so orders never enter the ERP half-filled.
Post as orders and quotes
POs become sales orders and RFQs become quotes in your ERP, mapped field by field and ready to fulfill.
Sales order entry, automated
From a customer's PO to a production-ready sales order
Order-entry teams retype customer purchase orders into the ERP all day, matching customer part numbers to yours, catching pricing that does not agree with the contract, and getting orders in fast enough to ship on time. DynamoDocs automates that entry so your team reviews orders instead of typing them.
Customer-to-internal item mapping
Customer part numbers, SKUs, and units of measure are mapped to your own item master, so a PO that uses the customer's codes still posts as a clean sales order against the right products.
Price and terms checks
Extracted prices and terms can be validated against your rules before the order posts, so mismatches with a contract or price list are flagged as exceptions instead of shipped and reconciled later.
RFQ-to-quote turnaround
Incoming requests-for-quote are captured and turned into ERP quotes, so sales can respond quickly instead of rekeying every line of a made-to-order request.
EDI and PDFs, one queue
Partners who mandate EDI and customers who email a PDF land in the same place. DynamoDocs reads X12 850 orders and 860 change requests and sends back the 997, 855, and 865 acknowledgments partners require, automatically and only for orders that pass validation, because an acknowledgment commits you to prices and quantities. It connects over SFTP, AS2, or a folder your existing VAN client already watches, so SPS Commerce, Cleo, or TrueCommerce keep working as they do now.
An order change stays one order
A customer revising a PO is sending a change, and DynamoDocs treats an X12 860 as the same order at a new revision. The amended quantities land where your matching and review already look, instead of arriving as a second order nobody reconciles, and the 865 acknowledgment the partner expects goes back automatically.
Acknowledge on time, every time
Retail partners measure acknowledgment timeliness and charge back when you miss the window. That failure is invisible from your side, because nothing breaks and the order simply looks fine. Clean orders are acknowledged within seconds of arriving; anything flagged records what it owes and appears in a Responses owed list, so a missed acknowledgment becomes an event you can act on.
The business case
What manual entry is costing you
Drag the sliders to model your own volume. Defaults are deliberately conservative.
Hours given back / month
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Estimated labor saved / year
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Before error-correction and faster close.
Manual touches eliminated / month
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Monthly keying labor, before vs after
Want this modeled on your real numbers? See it on your documents
Plans start at $1,500/mo, a fraction of the labor above. See pricing
What people search for
If you're looking for any of these
DynamoDocs does exactly this for purchase orders and RFQs, then posts the result into your ERP.
Posts straight into your ERP
Questions, answered
Purchase Order Automation FAQ
What is purchase order automation?
DynamoDocs is purchase-order automation software that converts the POs and RFQs your customers send into ERP orders. Documents arrive by email or upload, AI extracts the header and every line item, the data is validated, and approved records are posted into your ERP as a sales order (for a PO) or a quote (for an RFQ). Order-entry staff review exceptions instead of re-keying every order.
Is this for the purchase orders we send, or the ones we receive?
This page is about the purchase orders and RFQs you receive from customers: the sales side. DynamoDocs captures those inbound documents and posts them into your ERP as sales orders and quotes, automating order entry. If your goal is to automate the POs your company issues to suppliers (procurement or outbound POs) and the supplier invoices that follow, that is the buy side, and it is covered by our invoice automation and AP automation solutions. The extraction engine is the same; what differs is which document you are automating and where it lands in your ERP. If you handle both directions, DynamoDocs can automate both.
Do you support EDI, or is this only for PDFs?
Both, in one system. DynamoDocs reads EDI X12 850 orders and 860 changes and sends 997, 855, 865, 856, and 810 documents back, over SFTP, AS2, or a folder your VAN client already watches. Each partner narrows the X12 standard their own way, and in DynamoDocs that is handled as configuration per partner, so a certification round is a settings change. To be straight about the stage: both transports are verified against genuinely foreign implementations (AS2 against a public third-party server, SFTP against OpenSSH's own server software), but no trading partner has certified us. Every partner runs their own test cycle regardless; expect two to four rounds, as with any EDI vendor.
How does it handle customer part numbers that differ from ours?
Customer POs almost never use your internal item numbers. They use the customer's own SKUs, catalog codes, and units of measure. DynamoDocs maps those to your item master using your cross-reference rules and prior orders, so an incoming PO posts as a sales order against the correct products and quantities instead of a pile of unmatched lines. Where a line cannot be matched confidently, it is flagged as an exception with the customer's original text shown, so an order-entry clerk resolves it once and the mapping is reused next time. This is the part of order entry that consumes the most time and causes the most fulfillment errors when done by hand.
How much does purchase order automation save?
Manually keying a single document into an ERP typically takes 5–10 minutes and costs $2–$6 in labor, before you count the cost of correcting the errors that hand-keying introduces. DynamoDocs processes documents in seconds and only asks a person to review the small fraction that fail validation, which commonly cuts document-handling labor by 80–95%. On a team handling a few thousand documents a month, that is the equivalent of one to several full-time roles returned to higher-value work, plus a faster close and fewer downstream corrections. Use the interactive calculator on this page to model your own volume, minutes-per-document, and labor rate and see the annual figure for your operation.
Which ERPs and document sources are supported?
ERP targets include Infor XA, SAP, Dynamics 365, Business Central, QuickBooks Online, NetSuite, Sage Intacct, Sage 50, Xero, Acumatica, Epicor Kinetic, Epicor Prophet 21, SYSPRO, IFS Cloud, Plex, Macola, Deltek Costpoint, Sage 100, Sage 300, Dynamics GP, Oracle ERP Cloud, Odoo, and Zoho Books, plus any system via a generic REST or CSV connector. Documents arrive via Microsoft 365, Google Workspace/Gmail, any IMAP mailbox, drag-and-drop upload, or EDI, over SFTP, AS2, or a folder your VAN client already watches.
How accurate is it, and what happens to errors?
Every document is validated automatically. Clean ones pass through on their own. Anything that fails a rule is flagged field by field and sent to a review queue, so people only handle the exceptions. You can also train the extractor on your own sample documents to improve accuracy on your vendors' formats.
Do we need a developer to set it up?
No. Document types, fields, validation rules, and ERP field mappings are all configuration edited in a Settings UI. Adding a type or field is a settings change, not a coding project.
See it run on your documents
Bring a real document and watch it go from inbox to posted in your ERP in about 30 minutes. We'll work out what it saves you.
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