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

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.

Shared inbound PO visibility Automatic assignment Open Next workflow Less manual rekeying

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.

Plain-language answers Read-only Faster ramp

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.

Mountain Goat PO Entry View showing the original customer PO beside extracted order fields, with an extraction summary and flagged fields to review.
The PO Entry View with scrubbed sample data. The source document stays beside the extracted fields, and flagged values wait for review.

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.

Missing fields Duplicate risk Item and price mismatches

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.

Item master and part cross-references No forced EDI Matching improves over time

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.

Quotes in one place PO matched to quote Margin protected

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.

SSO and role-based access Encrypted in transit and at rest Admin-managed, no IT tickets
Exports that load into
Oracle logoSAP logoEpicor logoSalesforce logoQuickBooks logo

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.

Item revisions Customer item revisions PO revisions

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.

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
Leadership: More order volume without the same manual burden
Quality: A clear trail from customer document to reviewed data
Senior CSRs: let The Goat field the repeat questions

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.

Operations AnalyticsThis month
Booked this month$654K
POs pending35
Avg days to book1.3

Pending POs by territory

West
14
Midwest
9
Northeast
7
Southeast
5

Get started

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
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