Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Quoting for Order Desks. Order entry automation for every emailed purchase order.

AI Quoting brings order entry automation to the purchase orders your desk receives by mail: a PDF, a document, a spreadsheet or plain text is read once, every line matched to your catalog, and five checks run in code before a quote exists. A failed check holds the order with one plain question.

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Zanus AI · AI Quoting · Five checks
Order entry automation: two purchase orders read by the AI, one held on the price check, one with every check green

Five checks

Two purchase orders read line by line: one held because a printed price misses the rule, the other green on every check and ready to proceed.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Read every purchase order automatically and send the all-green ones on their own.”

Lisa“Automatic reading on: an order that passes all five checks goes out as a quote with your acknowledgement, within your approval ceiling. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Order Desks use it

1

A buyer mails a spreadsheet PO of sixty lines; each line is matched to your catalog, and the quote carries his PO number.

2

The same PO number comes twice from one buyer; the second copy is held and your desk is told before anything is entered.

3

A printed price sits under your rule; the order waits on Inbound with one question, answered on the row or by mail.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

  • Quotes from your own inventory, from the products of your Shopify stores, or typed by hand; prices read from the record, not calculated by the AI
  • Requests to buy from the phone, the chat, e-mail, web forms, the demo or a purchase order, filed for your yes
  • Your yes in one click, or automatic under a cap you set; price revisions always wait; every version kept
  • Your own document on your letterhead, your terms, shipping and tax lines, a page the customer accepts on; or the store’s payable draft order
  • Opened, accepted, paid, shipped and delivered on one record; the invoice numbered the moment it is paid; payments recorded by hand
  • Follow-up from the send until the customer pays or declines; a reply pauses it and goes to your sales desk

Five checks in code

Automated order entry, checked before a quote exists

Read once

The buyer, the PO number, the ship-to, the shipping asked for and the printed terms are taken from the order, with every line matched to your catalog.

Checked in code

Complete, not your own company, not a duplicate, every line in your catalog, every printed price within your rule: five checks a clerk no longer runs by eye.

Held with one question

A failed check stops the order on Inbound with one plain question for your desk, answered on the row or by replying to the mail.

Proceed

All green, the quote is made at your prices with the PO number and the ship-to on it, and the buyer is saved as a contact.

After the quote

B2B order processing from the quote to the delivery

Paid your way

Card on the quote page, a wire, a cheque or terms for an approved account; the invoice is numbered from your own series once the total is paid.

The desks told

The paid order goes to the billing desk, the packing list to the shipping desk by mail, and a text reaches the warehouse phone.

The tracking mailed

The carrier and the tracking number typed on the row move the order to Shipping, and the buyer is mailed the number in his language.

Closed by itself

Mark the order delivered, tell the customer if you want, and it closes by itself after the number of days you set.

AI Quoting for Order Desks, trade by trade

By industryDistributorsRetail StoresConsumer BrandsManufacturingRestaurantsGrocery & Drug StoresAgricultureE-commerceHardware & ElectronicsSoftware & SaaSTravel AgenciesAerospace & Aviation

Questions & answers

AI Quoting for Order Desks: questions & answers

What is order entry automation?

Order entry automation means a customer's purchase order becomes a record without someone retyping it. In AI Quoting the PO is read once, the buyer, the PO number, the ship-to, the shipping asked for, the printed terms and every line, and the quote is made at your prices.

What does the AI check on each purchase order?

Five checks run in code: the order is complete, it does not come from your own company, it is not a duplicate, every line is in your catalog, and every printed price is within your rule. None of them is left to the AI's judgment.

Does the buyer get an acknowledgement?

Yes, through order acknowledgement automation: with automatic reading on, an order that passes all five checks goes out by itself as a quote with your acknowledgement, written in the buyer's language, within your approval ceiling. With it off, your desk reviews the order and presses Proceed.

What happens to an order on net terms?

An approved account on terms has its order opened at the acceptance; the invoice carries its due date and the goods ship before payment. Everyone else pays on the quote page or the way you offer, and the invoice is numbered the moment it is paid.

When is the tracking number sent?

When your shipping desk types the carrier and the tracking number on the row, the order moves to Shipping and the buyer receives the number by mail in his language, with the carrier's tracking page. Asked on the phone, the AI says it was e-mailed.

How long does it take to start reading purchase orders?

2 minutes to start the PO data entry automation: give Lisa your website, connect your store or load your articles with their prices, and choose whether checked orders wait for a person or go out alone under your ceiling.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Order Desks ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.

REAL AI - the whole Front Office is AI, not old software with an AI button.

Awards & trade shows ›
TMCnet Enterprise AI Product of the Year 2026
Visitors meeting Zanus AI live at a 2026 trade show
Hands-on with the Zanus AI demo at a 2026 technology trade show

Give Lisa your website.
She sets up your business in 2 minutes.

Other software makes you learn it. Zanus AI learns your business.
Try it free on your own business — no credit card, per company, never per seat.

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