For teams
A cleaner PO workflow for every team
Everyone sees the same data while customers keep sending POs the way they already do.
Find your seat
Pick your role
Customer Service
A shared queue and faster review
Operations
Visibility to pending items, clear ownership, and efficient processing
Sales
Quickly build and send quotes
IT / ERP
Validated security your admin manages
Quality
Item, customer item, and PO revisions validated against your master data
Leadership
More order volume without the same manual burden
For Customer Service
Shared work queue
One reviewed queue for every order your customers send
Purchase orders stop getting trapped in individual inboxes. Mountain Goat gives the team one place to see inbound work, open the next order, review extracted fields, and make edits before the order moves downstream.
Assignment rules route each PO to the right owner the moment it arrives, by customer, sales territory, or criteria you define.
Ask The Goat
A copilot so the team can stop digging for answers
Operators ask The Goat what needs review, what's ready, and why a PO is flagged, in plain language and grounded in your real data. It's read-only, so senior reps stop repeating themselves and new reps ramp faster without anyone risking the data.
Side-by-side review
Review the original PO and extracted fields in one place
Operators can compare source evidence with reviewed order data before export, so exceptions are easier to confirm without bouncing between screens.
For Operations
Exception review
Teams work the orders that need judgment
Missing fields, possible duplicates, revised POs, low-confidence addresses, item mismatches, and price or line-total questions rise into review. Operators focus where it matters and skip retyping every line from every PO.
Reusable customer knowledge
Customers keep sending orders their way. Your team gets cleaner data over time
Each customer's part numbers map to your item master through customer part cross-references, so operators stop looking up internal part numbers by hand. Create a cross-reference or item straight from a PO line, and the next order matches on its own.
For Sales
Quote to order
Sales and operations work from the same quote
When quoting is turned on, sales sends the quote and Mountain Goat checks the returning PO against it and catches price, quantity, and line changes before they become margin leaks or disputes. The quote module is optional, so teams can adopt it when they're ready.
For IT / ERP
Secure and self-managed
Validated security, and your admin runs it
Mountain Goat runs on security controls your IT team can validate: SSO, role-based access, and encryption in transit and at rest. Deployments are single-tenant, and a DPA is available on request.
Your system admin manages users, roles, and export configuration in the app, so IT is not fielding service tickets for everyday changes.
For Quality
Revision validation
Every revision checked against your master data
Mountain Goat validates item revisions, customer item revisions, and PO revisions against the item master and customer item cross-references. Changes are flagged for review before they reach an order.
For Leadership
Team outcomes
What each team gets
The same PO workflow creates different kinds of relief depending on where someone sits in the order process.
Operations analytics
Booked and pending at a glance
See how much was booked this month and how many POs are pending by territory or customer. Filter by date and export any view to CSV.
Pending POs by territory
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See how Mountain Goat handles your real PO formats
Send a small set of scrubbed sample POs and we'll show the workflow from inbox capture to exceptions, matching, and clean export.
- No inbox or ERP connection required to start
- Configured for your business
- Your data never trains AI models