Purchase order automation

Automate B2B purchase order entry into Shopify and your ERP

LevelOps helps B2B wholesalers and distributors turn PDF, email, EDI and Excel purchase orders into clean, priced orders in Shopify or ERP systems.

  • 5.0 ★Shopify App Store
  • 5 to 15hsaved every week
  • < 4 min100+ line order
  • 10xmore efficient

The hidden cost

Manual order entry slows teams down and creates expensive mistakes

  • Hours lost retyping line items from purchase orders
  • SKU and quantity mistakes that trigger returns and rework
  • Customer pricing rules living in people instead of systems
  • Operations teams overloaded when order volume spikes
  • Orders stuck in inboxes before shipping and invoicing
  • Fragile macros breaking when customer formats change
  • Slow confirmations that hurt buyer experience
  • Growth bottlenecks that force overtime instead of scale
  • Cash conversion delayed by manual order entry

Order flow

From incoming PDF to order-ready records in your system

LevelOps captures orders from PDF, email, EDI, or Excel, validates every line against catalog and customer rules, then routes clean priced data into Shopify or your ERP.

  1. 01 · Capture

    Customer orders from your existing inbound channels.

  2. 02 · Validate

    SKU matching, quantities, units, and account pricing checks.

  3. 03 · Route

    Clean order creation ready for fulfillment and invoicing.

Why it pays off

Speed, accuracy, cash flow

Speed

Give teams back 5 to 15 hours every week by removing repetitive re-entry work.

Accuracy

Apply pricing and matching logic consistently, even on complex wholesale orders.

Cash

Move confirmations, fulfillment, and invoicing sooner to shorten order-to-cash.

The platform

Capture, validate, route, without a heavy setup project

Capture incoming orders

Bring in PDF, email, EDI, and Excel orders from your buyers.

Match and price every line

Apply customer, SKU, quantity and pricing logic before approval.

Route into Shopify or ERP

Push clean, priced orders into your system of record fast.

Industries and integrations

Shopify, Odoo, QBO, and Katana MRP

LevelOps supports food and beverage wholesalers, industrial equipment distributors, beauty and CPG brands, and toy and hobby teams.

  • Sallie Tomato logo
  • Just Thrive logo
  • The Anastasia Co logo
  • Modular Robotics logo
  • Wexel Art logo
  • Canada Compressor Parts logo

FAQ

Common questions

What order formats does LevelOps handle?

LevelOps processes purchase orders sent as PDF, email body text, EDI, and Excel files, then converts them into clean, priced order lines.

Can LevelOps route orders into Shopify and ERP systems?

Yes. LevelOps routes validated orders into Shopify draft orders or ERP workflows like Odoo, QuickBooks Online, and Katana MRP integrations.

How fast can a large wholesale order be processed?

LevelOps reports under 4 minutes for a 100 plus line order, helping teams reduce manual order entry and speed confirmations.

How do we get started?

Start with a free audit and live demo. The team reviews your current order flow, matching logic, and integration fit before rollout.

Ready to remove manual order entry

Book a live LevelOps demo and get a free audit of your current order workflow.