Customer purchase orders
Drafted as NetSuite sales orders. Requested lines are matched to your catalogue, priced at the customer's price level, given a ship date and the right delivery address.
Inbox automation
The email is already the order. Stop re-typing it.
Customer purchase orders, quote requests, order-status questions and supplier invoices all arrive the same way: as an email with an attachment. Sales Enact reads them, works out who they are from, and drafts the NetSuite transaction. Your team reviews and posts.
Book a demo What it handles
Four kinds of email, one review queue
Quote requests
Drafted as NetSuite quotes with the same catalogue matching and pricing, ready for a rep to check and send.
Order status and amendments
"Where is my order?" gets a drafted reply. Changes to an order that has not been posted yet are applied to the draft.
Supplier invoices
Drafted as NetSuite vendor bills, one per invoice, matched three ways against the purchase order and the goods receipt. Disagreements are flagged, never guessed.
How it works
From inbox to posted transaction
- Arrive. Forward a mailbox, or a shared inbox, to Sales Enact. Per-inbox rules decide what is processed automatically and what waits for a person.
- Read. The email thread and its attachments are read: PDFs, scanned images, Word files and spreadsheets.
- Identify. The sender is matched to the customer or supplier in NetSuite, using addresses, forwarded headers, order references and your customer directory.
- Draft. A structured draft is built and validated. Lines that could not be resolved or details that disagree are marked "Needs attention" rather than filled in.
- Review. Your team works a queue split into "Ready to post" and "Needs attention". Bulk-post what is clean. Fix what is not.
- Post. One click creates the transaction in NetSuite with the source document attached. Every version, approval and post is recorded.
Controls
Built so finance will sign it off
No unattended posting
The agent cannot post, send, archive or assign. Creating a transaction or sending a reply needs an approved plan, and approved values are pinned so nothing changes after sign-off.
Full audit trail
Every draft version, every approval, every bulk run and every post is recorded against the original email.
Roles and permissions
Who may review, who may post, who may send. Single sign-on with Microsoft or Google.
Rules per inbox
Route by sender, subject or classification. Archive, label or assign automatically. Choose which inboxes run hands-off and which always wait for a person.
Customer-specific handling
Standing instructions for a customer live on their NetSuite record and are applied every time they email.
Quality you can measure
Every draft is compared with what was finally posted, so you can see exactly where the system needed help and watch it improve.
Requirements
What you need
NetSuite, with a small Sales Enact bundle installed in your account. A mailbox or shared inbox you can forward to Sales Enact. That is all. Your email system does not change.
On the roadmap: credit notes, supplier statements and remittances, and direct connection to Microsoft 365 and Google Workspace mailboxes so nothing needs forwarding.
Send us three real emails
A purchase order, a quote request and a supplier invoice. We will show you the drafts Sales Enact produces from them.
Book a demo