Controlled workflow · Order entry

Turn emailed POs into clean sales orders—without retyping.

Safivo resolves the customer and items, pulls live availability and promise dates through an API, checks the order rules, and creates the sales order. Mismatches pause with the source and system evidence 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 each source, browser or API action, rule result, approval, and recorded update.

Example connected pathCustomer PO → clean sales order

Step 01 of 6

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, inventory API response, 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 readyMatch the packet through the TMS API, verify delivery details in the carrier portal, and write back a billing-ready record.02Carrier onboarding → approved carrierCheck the authority portal in the browser, pull live coverage through an API, review exceptions, and create the approved carrier.