Document-first run · Order entry

Turn emailed POs into clean sales orders—without retyping.

Safivo resolves the customer, ship-to, items, pricing, and requested date before creating the order. Clean POs reach the ERP; mismatches pause with the source and master data a reviewer needs.

Map my workflow Follow PO-4831

Customer email
Purchase order
Item master
Sales order

Order intake

PO-4831

Example

5 passed · 1 held

One ship-to exception is isolated.

Items, pricing, terms, and delivery details are checked before order creation.

CheckResultDetails

Item matchChecked3 of 3

Contract pricingCheckedMatched

Ship-toCheckedAddress variation

The evidence behind the outcome

See what Safivo proves before it writes.

Move through the run to inspect the source, rule result, exception decision, and recorded system update.

Example connected pathCustomer PO → clean sales order

Step 01 of 5

Gmail

Order intake

Order email received

Safivo captures the message, attachment, and requested delivery context as one source packet.

10:06 AM · 1 attachment

Order received

Email + PO-4831

10:06

Evidence packet

New PO-4831 · Acme Retail

orders@acmeretail.com → sales@safivo.io

4 recorded fields

Attachment: PO-4831.pdf; 312 KB
Customer: Acme Retail
Ship-to: Midwest DC
Requested delivery: June 18, 2027

Order entry without blind spots

Release the order without losing the source behind each field.

Safivo keeps the customer PO, master-data match, rule results, reviewer decision, and ERP writeback in one trace—so sales operations can move faster without guessing.

Map my workflow

Explore another run

01Load packet → billing readyTurn scattered freight documents into a billing-ready TMS record. Clean packets move through; exceptions arrive with the evidence to decide them.02Carrier onboarding → approved carrierQualify carriers across W-9s, COIs, authority, and bank details. Clean carriers move forward; exceptions arrive ready to review.