Automated Sales Order Processing
Project Overview
An AppSheet system that automates the sales order lifecycle. Triggered by a customer PO, it uses an AI-powered OCR engine for data extraction, validates details against your product database, and updates the order status in AppSheet without manual entry.
Workflow Details
PDF Ingestion & AI-Powered OCR
The workflow is triggered by a new PDF purchase order. The document is processed by an AI-powered OCR service to extract structured, machine-readable data, including tables and layout.
Automated Header & Line Item Data Extraction
An AI agent intelligently extracts key header information (PO number, dates, customer details, addresses) from the OCR output.
Line Item SKU Matching & Validation
A sophisticated AI agent analyzes tender line items, queries the AppSheet 'Products' table to understand the schema, and then performs iterative queries to find the closest matching SKUs for each line item.
Compliance & Discrepancy Analysis
Another AI agent cross-references the extracted PO data against internal business rules and product specifications, summarizing any discrepancies or compliance issues into actionable notes.
Automated AppSheet Record Update & Notification
All extracted data, matched SKUs, and compliance notes are systematically written back to the 'Sales Order Acceptance' and related tables in AppSheet, with notifications sent to relevant teams.