Shared PO Dashboard
Track received, review, booked, and rejected orders from one operational view.
Product
World class management for your shared inbox
Mountain Goat turns the shared inbox into a structured workflow for customer service and operations teams.
Inbox/upload ingestion
Bring in Gmail, Outlook, or uploaded PO files without changing the customer's process.
Extracted headers and lines
Capture customer, PO number, dates, addresses, parts, quantities, prices, and totals.
Editable PO review
Let operators correct fields before downstream export.
Exceptions Queue
Route missing fields, low confidence values, duplicate risks, and item mismatches.
Open Next workflow
Move reviewers to the next actionable order without hunting through the backlog.
Duplicate detection
Catch likely duplicate POs and revisions earlier.
Source evidence
Show the snippet or source context behind important extracted values.
Audit trail
Keep a record of review actions and changes.
Customer/item matching
Use customer profiles, addresses, contacts, item master data, and customer part cross-references.
Side-by-side review
Review the original PO and extracted fields side by side
Easy review without bouncing between screens
Product preview
Built around the screens operations teams actually live in.
PO Detail Review
- Customer
- Acme Components
- PO Number
- PO-7742
- Ship To
- Needs confirmation
- Total
- USD 18,420.00
Edit extracted fields, review line items, and keep source context close to the order.
Source Evidence
Ship To: Summit Supply Receiving 418 Harbor Drive Cleveland, OH 44114
Trace questionable fields back to the customer document before export.
Customer / Item Match
- Customer part
- ACM-8841-R2
- Internal part
- MG-2048-B
- Status
- Exact cross-reference
Turn customer-specific ordering habits into reusable matching data.
Pilot