POMatchX Agent™
A product by EvolveX Technologies
Customer purchase orders read from email, validated against price lists and stock, and turned into sales orders in your ERP automatically.
POMatchX Agent™ is a purchase order automation product from EvolveX Technologies. It reads the purchase orders your customers send as PDFs, emails, portal downloads and spreadsheets, extracts the line items, validates them against your price lists, contracts and stock, and creates the sales order in your ERP, so order entry stops being a manual, error-prone job between sales and operations.
Why We Built POMatchX Agent
Distributors and manufacturers we worked with were losing hours every day to the same task: a customer PO arrives, someone reads it, checks the part numbers and prices against the quote, checks stock, and keys the order into the ERP. Different customers, different PO layouts, and one typo turns into a wrong shipment or a credit note. POMatchX Agent is the order-intake automation we built for those clients, packaged as a product, using the same extraction engine as InvoiceX Agent on the customer side of the transaction.
What POMatchX Agent Does
- Multi-channel PO intake. Email attachments, EDI, customer portals, spreadsheets and scanned POs captured into one queue.
- Line-item extraction. Customer part numbers, quantities, unit prices, delivery dates and ship-to addresses extracted from any layout, with confidence scores.
- Product and price validation. Customer SKUs mapped to your catalogue; prices checked against price lists, contracts and open quotes; mismatches flagged, not shipped.
- Stock and lead-time checks. Availability checked in the ERP so promised dates are realistic before the order is confirmed.
- Sales order creation. Validated orders created in your ERP with the customer’s PO number, and an acknowledgement sent back automatically.
- Exception workspace. Unknown SKUs, price disputes and partial availability land in a review queue with the PO image alongside the extracted lines.
How POMatchX Agent Works
Receive PO. Purchase orders are collected from email, EDI, portals and spreadsheets the moment they arrive.
Extract. Header and line items are read from any layout and mapped to your product catalogue.
Validate. Prices, quantities, stock and delivery dates are checked against your ERP, contracts and quotes; discrepancies are flagged.
Create order. The sales order is created in your ERP and the customer receives an acknowledgement, with a full audit trail.
Who POMatchX Agent Is Built For
- Distributors and wholesalers receiving hundreds of customer POs a week in every possible format.
- Manufacturers with dealer, OEM and contract customers who send POs against quotes and price agreements.
- Industries we already serve: manufacturing, logistics, healthcare supplies, real estate and professional services.
Works With the Systems You Already Run
SAP, Oracle NetSuite, Microsoft Dynamics 365 Business Central and Finance, Odoo, Tally and Zoho Inventory through APIs; Salesforce, HubSpot and Dynamics CRM for quotes and contracts; EDI and customer portals as order sources. Where a system has no API, an RPA bot enters the order through its screens.
What You Get With POMatchX Agent
- Pre-built product. Extraction models, rules, workflows and connectors that already work, configured to your documents and systems rather than built from scratch.
- Pilot on your own data. You see results on your real files before committing to a rollout.
- Deployment and integration. Set up in your cloud environment or one we manage, connected to your systems by our team.
- Training and handover. Your team learns the review workspace and exception handling in a few sessions.
- Support and improvement. Monitoring, maintenance and model updates as your documents, systems and volumes change, under an agreed support plan.
- Security by default. ISO 27001:2022-certified delivery, encrypted credential storage, full audit logging, NDAs and data processing agreements as standard.
Results You Can Expect
- Orders entered the hour they arrive instead of the next day
- Wrong-part and wrong-price shipments caught before they happen
- Sales and operations teams freed from order entry to customer work
- Realistic delivery promises based on live stock
- A single audit trail from customer PO to invoice
Read our order management automation case study.
POMatchX Agent FAQs
Does POMatchX Agent replace EDI?
No. It works alongside EDI: EDI orders flow straight through, and POMatchX Agent handles the customers who still send PDFs, emails and spreadsheets, so every order lands in the ERP the same way.
How does it map customer part numbers to ours?
During the pilot we build the mapping from your existing orders and catalogue; the models then learn new mappings as reviewers confirm them, so the exception rate falls over time.
What happens when a price on the PO does not match our price list?
The order is held in the exception workspace with the PO, the price list and the open quote side by side. Your team decides in one click whether to accept, correct or query the customer, and the decision is logged.
Which ERPs can it create orders in?
Any system with an API or import format, including SAP, NetSuite, Dynamics 365, Odoo, Tally and Zoho. For older or in-house systems without an API, an RPA bot enters the order through the existing user interface.
How do we get started?
Send us a sample batch of customer POs. We run a pilot, show you the extraction and validation results on your own orders, then connect POMatchX Agent to your ERP. Request a demo or book a call from the button in the header.
See POMatchX Agent on Your Own Documents
Send us a sample batch and we will show you what POMatchX Agent extracts, checks and posts on your real files, then scope a pilot. No slide decks, no generic demo data.
