Capture POs from the inbox
Connect Gmail or Outlook, or upload PO files directly. Operators work from one inbound queue.
Sales order automation
Sales order automation for manufacturers and distributors
Mountain Goat reads the POs your customers email, matches every line to your item master, and exports clean, reviewed orders. Operators review the exceptions.
Get in touch for access to a free demo.
The problem
What sales order automation is
Sales order automation turns incoming customer purchase orders into clean order data without manual rekeying. POs arrive by email as PDFs, spreadsheets, and plain text, each in the customer's own format. Software extracts the headers and line items, validates them against your customers and item master, and routes anything questionable to a person.
Manually entering and validating an emailed PO takes 20 minutes. Every 100 POs a month is 33 hours of typing. See what that costs at your volume →
The workflow
How it works
Extract headers and line items
Pull out customer, PO number, dates, addresses, parts, quantities, prices, and totals.
Match, then review the exceptions
Match customers, items, and the original quote. Then route only the duplicates, missing fields, and mismatches that need a person.
Export clean order data
Send reviewed orders downstream through a native ERP integration or by CSV, ready for your ERP process.
No customer changes
Automate order entry from emailed POs
Customers keep emailing POs the way they already do. Mountain Goat handles many customer-specific formats without an EDI project, a portal, or a standard template.
Email-body POs
Text-based PDFs
Excel (.xlsx)
Word (.docx)
Images (JPEG, PNG)
Exception queue
Judgment stays with your team
Extraction and matching handle the routine lines. The rest moves to an exception queue with source evidence beside every field, so operators work the orders that need a decision.
When a customer's PO cites your quote, Mountain Goat links the two and compares them line by line. Price, quantity, and unit-of-measure differences get flagged before booking. See quoting →
Missing PO number
Low-confidence ship-to address
Unmatched customer part number
Possible duplicate PO
Revised PO (see what changed)
Price or line-total mismatch
Downstream
Your ERP stays the system of record
Reviewed orders push natively to Oracle EBS, Oracle Fusion, NetSuite, SAP S/4HANA, and Epicor Kinetic, or export as structured CSV that loads into QuickBooks and any system that accepts structured import. Nothing touches your ERP without your say-so.
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FAQ
Common questions
What PO formats and file types do you support?
Text and email-body POs, text-based PDFs, Excel (.xlsx), Word (.docx), and image POs (JPEG, PNG).
Do my customers have to change how they send purchase orders?
No. Customers keep emailing or sending POs the way they already do.
What about scanned or image-only PDFs?
Text-based PDFs are supported today. Scanned or image-only PDFs need OCR, which is on the roadmap; until then the system flags them as needing OCR rather than guessing.
How do you keep extraction accurate, and how do you measure it?
We measure extraction against human-verified 'golden answers' using a built-in evaluation harness, and operator corrections feed back to improve results over time.
What does it cost to get started, and what's included?
The demo is free. Initial setup plus your first 3 months is $5,000. That covers workflow discovery and configuration, representative PO and quote setup, initial customer and item data import, and team onboarding with weekly launch sessions. Most teams are online within 3 days.
Get started
See it on your own POs
- No inbox or ERP connection required to start
- Configured for your business
- Your data never trains AI models