Automate your B2B purchase order entry
Turn the purchase orders your customers send you — PDF, email, EDI, Excel — into clean, priced orders in Shopify or your ERP. Cut hours of manual entry and the errors that come with it — with no setup project.
Wholesalers & distributors automating order entry with LevelOps
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The payoff, in real numbers.
Manual order entry is slow,
error-prone, and doesn't scale
Every order your customers send gets retyped by hand — hours of drudgery, costly mistakes, and a process that buckles the moment volume spikes. And the longer orders wait, the later your cash arrives.
Hours lost to retyping
Your team rekeys every PDF and email order by hand, line by line.
Margin-killing typos
One wrong SKU or quantity means a wrong shipment, a return, and a frustrated buyer.
SKU-matching headaches
Vague descriptions and missing SKUs turn every order into a manual catalog lookup.
Rules trapped as tribal knowledge
The special rules for each account live in your reps' heads — and leave when they do.
Complex per-customer logic
Special pricing, units, and terms for key accounts make off-the-shelf automation break.
Can't scale at peak
When order volume spikes, your only lever is more overtime or more hires.
Slow confirmations
Orders sit waiting while buyers expect an answer now — or go to a competitor.
Cash trapped in your inbox
An order you haven't entered can't ship or invoice — stretching your cash conversion cycle.
Fragile macros & templates
In-house macros break every time a customer changes their order format.
Less manual work, fewer errors, cash sooner
5–15 hours back every week
Process a 100+ line customer order in minutes, not hours. Your team stops retyping and gets back to selling and serving accounts.
Right the first time
Every line is matched to your catalog — even with no SKU — and each account's pricing and rules are applied consistently. Tribal knowledge becomes the system, not a person.
Your cash lands sooner
Orders confirmed, shipped, and invoiced the same day instead of waiting in an inbox. Faster order-to-cash and a shorter cash conversion cycle — less working capital tied up.
One platform to automate every B2B order
LevelOps sits between your customers and your system of record. It captures the orders your customers send, validates them against your catalog and each account's rules, and routes clean, priced orders into Shopify or your ERP — with no master-data project and value from day one.
From every channel
Forward incoming orders to a dedicated address. LevelOps reads whatever your customers send.
- +PDF, email (body & attachment), Excel, CSV
- +The order documents your EDI platform produces
- +No template to build or maintain
Against your rules
Identify the customer the order is from, match each line to your catalog — even with no SKU — and apply the pricing and rules that account expects.
- +Customer & company account auto-detected — even brand-new ones
- +Description-based item matching when there's no SKU
- +Native Shopify B2B pricing + each account's rules
- +Exceptions flagged for a human
Into your system
Write a clean, validated draft order into your system of record, ready for one-click review and send.
- +Shopify-native draft orders
- +ERP/MRP output: Business Central, Katana, MRPeasy, Odoo
- +Human-in-the-loop · learns from corrections
Most order automation tools need a master-data integration and a rules build before you see value. LevelOps delivers matched, priced orders from day one — on the data you already have.
Built for every way your customers order
However orders reach you — PDF, email, an EDI platform, or a rep in the field — LevelOps turns them into clean, accurate orders in your system.
B2B order entry
Replace slow, manual draft-order entry for the orders your wholesale customers send.
Learn more →Email to order automation
Turn orders sent in an email — body or attachment — into clean draft orders.
Learn more →EDI order automation
Handle EDI orders with no integration project — LevelOps reads the order documents your EDI platform (like SPS Commerce) produces.
Learn more →Field sales rep order form
Let reps submit orders from the field with the right customer pricing and rules applied.
Learn more →Purchase order automation
Convert the purchase orders your customers send into structured, fulfillment-ready orders.
Learn more →Wholesale order management
Centralise every wholesale order channel into one reviewed, accurate flow.
Learn more →Runs inside the systems you already use
LevelOps is Shopify-native and writes clean orders into the platforms manufacturers and distributors run on — no copy-paste, no migration. When a customer changes their order format next month, nothing breaks.
Loved by wholesalers & distributors
5.0 on the Shopify App Store
"Companies are looking for the magic AI wand. For me, LevelOps is the first easy step into AI — relevant, and you see the impact the day you install it."Anie Rouleau — Founder & CEO, The Unscented Company Read the case study →
"LevelOps is effectively helping us become a more efficient business by automating drudgerous tasks. Their willingness and ability to improve was impressive."
"Manually processing B2B orders is something you simply have to deal with if you want to keep specific customers. LevelOps provides a great time-saving solution for reading orders in various formats and converting them to draft orders for final review."
"Awesome app and awesome team! LevelOps was exactly what we needed to save manual processing time entering emailed Purchase Orders into our B2B store."
"It's literally reading my PDF and uploading a 100+ item order in under 4 minutes. This just made us 10x more efficient."
"Such a timesaver and super easy to implement! We've been using LevelOps for the past month to process Purchase Orders via EDI, PDF, Excel or email format, and the entire process has been seamless. The team always listens to customer feedback!"
Questions, answered
LevelOps is an order automation platform. It turns the orders your customers send you — PDF, email, Excel, CSV, and the documents your EDI platform produces — into accurate, priced draft orders in Shopify or your ERP. No templates, no manual data entry.
PDF attachments, email body text, Excel (XLS/XLSX) and CSV files — plus the order documents your EDI platform (like SPS Commerce) produces. No specific template or layout is required.
Matching is highly accurate even with vague descriptions or missing SKUs — the AI uses partial descriptions, alternative names and context, and applies each account's pricing and rules. You review every draft order before it's sent.
Minutes. Install, your catalog syncs in 2–5 minutes, and you get a unique forwarding address. Forward an order and you're live — no master-data project, no IT project.
Shopify natively today, with order output to Odoo, Katana MRP and MRPeasy — and Microsoft Business Central on the way.
Yes — you can start free. Pay-as-you-go is $50 one-time for 15 orders. Starter is $100/month ($960/year) for 33 orders/month. Growth is $250/month ($2,400/year) for up to 100 orders/month.
Stop typing orders by hand
Forward an order and watch it become a clean, priced order in seconds — hours of manual entry and the errors gone, with no setup project.