Wholesale distributors
Check order intake and availability
Order intake usually slows down when order emails, ecommerce orders, inventory counts, customer terms, price lists, and sales notes do not tell the same story, or when an order arrives, inventory is uncertain, or pricing needs review. Imagine keeps those sources in view, prepares an order summary, availability exception, and customer response draft, and separates the ready work from the judgment calls. After review, the approved update goes back to the ERP and customer thread, so orders get confirmed without rechecking every system manually.
The manual reality today
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01
Order intake can start with status hunting
order emails, ecommerce orders, inventory counts, customer terms, price lists, and sales notes each hold part of the answer, so the team burns time piecing together what happened before they can respond.
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02
The next order intake touch arrives late
When an order arrives, inventory is uncertain, or pricing needs review, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.
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03
The order intake trail gets scattered
Approvals, notes, and updates end up in side channels, making it hard to tell what was sent, what changed, and who signed off.
How Imagine handles it
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01
Watch the order intake sources
Imagine watches order emails, ecommerce orders, inventory counts, customer terms, price lists, and sales notes for new activity, stale items, and changes that affect the work.
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02
Build the order intake packet
Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.
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03
Queue order intake for review
Imagine drafts an order summary, availability exception, and customer response draft using your rules, tone, and thresholds, then flags anything that needs judgment.
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04
Record the order intake decision
After review, approved actions are recorded in the ERP and customer thread with the context, approver, and timestamp preserved.
Works with the tools you already run
- NetSuite
- Cin7
- QuickBooks Commerce
- Shopify
- Gmail
- Salesforce
What changes
The order intake queue has fewer loose ends
Prep work and status checks run continuously, so the team sees the few items that actually need a decision.
Follow-up around order intake stops depending on memory
Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.
Questions about order intake take less digging
Source context, approver, and destination update stay together, so the workflow is easier to audit or explain.
Frequently asked questions
How does Imagine handle order intake?
Imagine watches order emails, ecommerce orders, inventory counts, customer terms, price lists, and sales notes, spots when an order arrives, inventory is uncertain, or pricing needs review, and prepares an order summary, availability exception, and customer response draft for review. Approved actions sync back to the ERP and customer thread with the supporting context attached.
Can order intake stay in review?
You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before the ERP and customer thread is updated.
Where does Imagine update order intake status?
This workflow can connect to systems such as NetSuite, Cin7, QuickBooks Commerce, Shopify, Gmail, Salesforce. Imagine works on top of those tools instead of replacing the system of record.
What changes in order intake?
The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so orders get confirmed without rechecking every system manually.