Wholesale & distribution / Wholesale email order intake

Turn the order email into a useful draft.

Order management, searchable documents and automation services you can host yourself. A foundation for turning emailed purchase orders into reviewable sales records.

Get updates

Coming soon

Built around your industry

Order rekeying & unclear line items

Wholesalers and distributors receiving repeat customer orders by email, PDF or spreadsheet and manually entering them into an order system.

Customers order in their own formats. A purchase order can use an old product code, a customer nickname or an ambiguous pack size. Staff need to match the customer, interpret each line and check the result before entering an order. An extraction that looks neat but silently guesses the wrong item creates more work. A useful intake workflow makes those uncertainties easy to see.

The services

What each service brings.

ERPNext ↗

Maintain customer, product, stock and sales order records in one business system.

Open source · Self-hostable

Paperless-ngx ↗

Store and search incoming purchase orders, keeping the source document available for review.

Open source · Self-hostable

n8n ↗

Connect incoming documents to your order system and build validation, mapping and exception review around your catalogue.

Source available · Self-hostable

Build on the foundation

How the services fit together.

Paperless-ngx keeps the source documents, ERPNext provides customer and product records, and n8n connects the intake process. Together they form a base for building order entry that fits your customers and catalogue.

An example application

Put the services to work.

For example, an incoming purchase order could be archived in Paperless-ngx, then passed through n8n for product-code checks before an ERPNext order is prepared for review. Uncertain lines can stay with a person.

Adapt it to your business

Adapt the intake to the document formats and customer references you receive. Product matching, extraction and checks against your existing stock system need configuration for your business.