Sales orders
Orders written straight into the body of the email.
How it works
How SalesEnact works
SalesEnact turns the order emails your customers already send into NetSuite sales orders ready for review. Your team checks each draft and posts it, so nothing reaches NetSuite without your approval.
The process
Turn customer emails into NetSuite orders
Five stages, the same every time, with your team at the end.
- 01
Receive
The customer's order arrives by email.
- 02
Screen
Threats and hidden instructions are caught before the agent reads the email.
- 03
Understand
The customer, products, quantities, pricing and order details are identified.
- 04
Draft
The order is drafted in NetSuite.
- 05
Review & post
Your team checks the order and decides whether to post it.
01 Receive
The order starts where it always has: the customer's inbox.
Your customers keep emailing orders the way they do today: in the body of a message, as a PDF, or a mix of both. Nothing changes for them.
Customers don't need to change how they order.
Northgate MEP Ltd orders@northgate-mep.example Order for the Leeds site, PO 4471
09:02 Hi, please can you send the attached for the Leeds site. Same valves as last time, and we need it by Thursday.
PO 4471.pdf · 142 KB 02 Screen
Screen the email
Spoofing, phishing and hidden instructions are caught and held before the agent reads anything. Only clean email reaches the next stage.
Incoming email Screening Reaches the agent
Held, not processed Spoofed sender and a hidden instruction in the PDF, held with the reason shown.
03 Understand
Turn an email into structured order information
SalesEnact reads the thread and its attachments and works out what the customer means before anything is drafted: the account, the products, the quantities, the delivery and the price level.
"…send the attached for the Leeds site. Same valves as last time, need it by Thursday."
CustomerNorthgate MEP Ltd
Deliver toLeeds branch
Price levelContract B
Line 115mm isolating valve × 20
Line 222mm copper tube 3m × 10
Ship dateThu 14 Nov
04 Draft
A ready-to-review order in NetSuite
SalesEnact builds the NetSuite sales order with the right customer, items, quantities, pricing and address. If something is unclear, it flags it for your team instead of guessing.
The agent drafts. Your team posts.
| Item | Qty | Rate | Amount |
|---|---|---|---|
| 15mm isolating valve | 20 | £3.10 | £62.00 |
| 22mm copper tube 3m | 10 | £14.80 | £148.00 |
| 150L unvented cylinder needs attention | 1 | — | — |
Drafted by SalesEnact · not yet posted Subtotal £210.00
05 Review & post
Your team stays in control
Every draft lands in a review queue. A person checks the customer, products, quantities, pricing and delivery, resolves anything flagged, then approves. Posting to NetSuite is their decision.
SalesEnact handles the repetitive work. Your team makes the final decision.
- Customer · Northgate MEP Ltd
- Pricing · Contract B
- Delivery · Leeds branch
- 150L unvented cylinder: two candidates, choose one
Edit Approve & post
End to end
See an order go from email to NetSuite
One order, all the way through. Nothing is posted until your team approves it.
- 01
Email arrives
A customer emails their order.
- 02
Screened
Checked for anything malicious.
- 03
Understood
Customer, lines and pricing identified.
- 04
Drafted
A NetSuite sales order is populated.
- 05
Reviewed
Your team checks and approves.
- 06
Posted
The order is posted to NetSuite.
What it handles
Built for the way customers actually order
Because not every customer sends an order the same way.
PDF orders
Purchase orders contained in an attached document.
Quote requests
Requests read and drafted as a NetSuite quote.
Attachments
Scans, spreadsheets and supporting documents.
Different formats
Each customer's own layout, shorthand and codes.
Exceptions
Not every order should go straight through
When something doesn't look right, SalesEnact doesn't guess. It drafts what it can, flags the rest and holds it for a person, with the reason shown.
- Missing information
- An unknown product
- Pricing that doesn't match the customer's contract
- Details that don't match the customer record
- A suspicious email
Order ready to post Order ready to post Order ready to post
Needs attention
Line 3: product code not recognised. Held for a person to confirm, rather than drafted wrong.
Fits your setup
Keep the process. Remove the rekeying.
SalesEnact slots in front of NetSuite. Your customers, your NetSuite and your fulfilment process stay exactly as they are. The manual retyping in the middle is what goes.
- Customer
- SalesEnact
- NetSuite
- Your fulfilment
Control
Automation without giving up control
The repetitive work is handled; the decisions stay with your team.
Email screening
Malicious and suspicious email is held before the agent reads it.
Human approval
A person approves and posts every order. Nothing reaches NetSuite unattended.
Exception handling
Anything unclear is flagged with the reason, never guessed.
Controlled NetSuite access
A scoped bundle you install and can revoke; the agent only drafts.
Full visibility
Every draft, approval and post is recorded against the original email.
More for IT and finance on the security page.
See what SalesEnact could do with your order emails
Book a demo and we'll show you what SalesEnact would do with the kinds of order emails your team handles, next to what your team posts today.