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Email order automation

Order emails into Shopify, automatically

Your wholesale customers email their orders — in the body, as a PDF, a scanned sheet, or an Excel file. Instead of re-keying each one, LevelOps reads the email and creates a clean, priced Shopify draft order. No template for customers to follow, no new habits to teach.

Reads Email body PDF attachments Scanned files Excel
EMLorder_from_customer.eml
From · Northside Co
PDF attached16 lines
Body + attachment
LevelOps ↓
Draft order · ready
Matched to accountPrice list
Every line priced
Office confirms
Definition

What is email order automation?

Email is still how most wholesale and B2B customers send their orders. They reply to a thread, attach a PDF, photograph an order sheet, or paste a list into the body — every customer a little different. Handling it usually means someone in the office opening each email and re-typing the order into Shopify by hand.

Email order automation removes that step. LevelOps reads the order out of the email — body text, PDF, scanned image or spreadsheet — matches each line to your Shopify products and the customer price list, and creates a draft order the office reviews. Customers keep emailing exactly the way they always have.

Why it costs you

Six reasons emailed orders
slow you down

Getting an order from the inbox into Shopify is where the time and the mistakes pile up.

01

Re-keying the inbox

Someone opens each order email and types it into Shopify line by line.

02

Every email is different

Body text, PDF, photo, spreadsheet — no two customers send the same way.

03

Orders buried in the inbox

Order emails mix in with everything else and wait to be noticed.

04

Transcription errors

Hand-typing SKUs and quantities from an email drops digits and whole lines.

05

Slow turnaround

Orders sit until someone at the office has time to enter them.

06

Pricing from memory

Whoever keys the order looks up pricing by hand instead of the customer list.

How it works

Four steps, from inbox to draft order

01 — Receive

The order email arrives

A customer replies, attaches a PDF, or pastes the order into the body.

02 — Read

LevelOps reads it

Body text and attachments are read directly — no template for the customer to follow.

03 — Match

Products, customer, pricing

Lines map to your Shopify SKUs, the right B2B company and its price list.

04 — Draft

A clean order

A native Shopify draft order is created, priced and ready for the office to confirm.

What you get

Six outcomes of automated email orders

No more re-keying. Order emails become Shopify draft orders automatically.

Any format works. Body text, PDF, scanned sheets and Excel are all read.

Right price every time. Each line is priced from the customer Shopify price list.

Faster confirmation. Orders land in Shopify minutes after the email arrives.

Matched to the account. Every order is linked to the correct B2B company.

Accounting stays in sync. Draft orders flow to QuickBooks, Odoo or your ERP.

The honest map

What an order email actually looks like

There is more than one way a customer emails an order. Here is each one — and what LevelOps does with it.

Format
What it is
Common when
LevelOps role
Plain-text body
The order is typed into the email body
Quick reorders from known accounts
Reads the body into a draft order
PDF attachment
A PO or order form attached as a PDF
Formal purchasing departments
Extracts the PDF into a draft order
Scanned or photo
A scanned or photographed order sheet
Handwritten or counter orders
Reads the image into a draft order
Spreadsheet attached
An Excel or CSV order list
Larger or recurring orders
Converts the sheet into a draft order

Where LevelOps fits. However your customers email orders — typed, attached, scanned or in a spreadsheet — LevelOps reads it and creates a priced Shopify draft order. No customer template, no portal to force on anyone — and a full B2B portal or EDI setup is available through LevelOps consulting when you want one.

Comparison

Ways to handle emailed orders

Every approach ends with the order in Shopify. The difference is setup, effort and accuracy.

Approach
Setup
Work per order
Native Shopify
Accuracy
Manual re-keying
None
High — typed by office
Yes
Depends on the typist
Force customers to a portal
Portal rollout + adoption
Low once adopted
Yes
High
Email parser rules
Rules per sender
Medium — breaks on new formats
Partial
Brittle
LevelOps automation
2 minutes
None — automated
Yes
High — from your price lists
LevelOps reads the order emails your customers already send and turns them into priced Shopify draft orders. For a full customer portal or EDI pipeline, LevelOps consulting can help.
Integration

Turns order emails into Shopify draft orders

LevelOps reads the order emails your customers send — body, PDF, scan or spreadsheet — matches each to the right account and price list, and creates native Shopify draft orders — then syncs to QuickBooks, Odoo or your ERP.

See the app →
Inbound order emails
Email bodyPDFScanExcel
LevelOps · Read → match → draft order
Into
ShopifyQuickBooksOdooKatana
FAQ

Your questions, answered

What is email order automation?+

It is turning the order emails your customers send into Shopify orders automatically. The customer emails the order — body, PDF, scan or spreadsheet — and LevelOps matches and prices each line into a Shopify draft order for the office to confirm.

Do my customers have to change how they email orders?+

No. They keep emailing exactly the way they do today. There is no template to follow and no portal to log into — LevelOps reads whatever they send.

What email formats can it read?+

Plain-text bodies, PDF attachments, scanned or photographed order sheets, and Excel or CSV files. No fixed template required.

Is the right customer price applied?+

Yes. Each line is priced from the customer Shopify price list, so the office never has to look pricing up by hand.

Does it read the body and the attachment?+

Both. Whether the order is written in the email or attached as a file, LevelOps reads it and builds the draft order.

Does it sync with my ERP?+

Yes — QuickBooks, Odoo and Katana MRP through LevelOps, so you never key the same order twice.

Read next

Continue the deep dive

Pillar

Purchase order automation — the big picture

Read →
Pillar

Wholesale order management — the Shopify-native stack

Read →
Pillar

B2B order management on Shopify — the operational view

Read →
Channel

EDI order automation — without the integration project

Read →
Product

PDF to Order — the LevelOps Shopify app

See the app →
Consulting

Want a full setup? Book a free audit

Book a demo →
Get started

Stop re-typing order emails

Show us how your customers email orders today — body, PDF, scans, spreadsheets — and we will map exactly how LevelOps turns each one into a priced Shopify draft order. No commitment.

Free trial · LevelOps on the Shopify App Store Full setup via consulting Made in Montréal · EN / FR