Let's get this audit started
Thank you for registering!
We've received your request for an audit and will review it shortly. Our team will get in touch with you soon to discuss the next steps.

If you have any questions in the meantime, feel free to reach out.

Looking forward to connecting with you!
Oops! Something went wrong while submitting the form.
PDF to Order · Katana MRP

Stop re-keying orders into Katana

Turn the PDF and email purchase orders your customers already send into clean Katana MRP sales orders — matched to your products and customers, ready to review. No manual entry, no new portal for buyers to learn.

Works with Katana MRP PDF Email Excel / CSV
PDFpurchase_order.pdf
Stainless cleaner — case×144
Spray bottle, 12 oz×72
+ 98 more lines
LevelOps ↓
Katana · ready
Customer matchedKatana
Every line priced
Review & confirm in Katana

Wholesalers & distributors automating order entry with LevelOps

The Unscented Company Scrub Authority Concrete Countertop Solutions Three Ships Sallie Tomato Just Thrive Modular Robotics
Rated 5.0 on the Shopify App Store
What the desk feels

The payoff, in real numbers.

5.0on the Shopify App Store
5–15hback every week, per team
<4minto process a 100+ line order
10×more efficient on large orders
The manual PO tax

Typing purchase orders into Katana MRP
is slow, error-prone, costly

Katana MRP runs your production and inventory — but the purchase orders your customers send still get retyped into it by hand. The longer that takes, the later you confirm, make and ship.

01

Hours lost to retyping

Every PDF and email PO gets keyed into Katana line by line, all day long.

02

Manual sales order entry

Every PO becomes a hand-typed Katana sales order — slow, repetitive and easy to fumble under volume.

03

Product-matching headaches

PO descriptions rarely match your Katana products, so every line is a manual lookup.

04

Customers typed by hand

Matching the buyer to the right Katana customer — and creating new ones — eats time.

05

One typo, one wrong order

A mis-keyed quantity or product becomes a wrong order, a short shipment, and an awkward call.

06

Orders stuck in your inbox

An order you have not entered cannot be confirmed, scheduled or shipped — stretching your lead time and your cash.

Why LevelOps pays off

Less manual work, fewer errors, ship sooner

Speed

5–15 hours back every week

Process a 100+ line PO into Katana in minutes, not hours. Your team stops retyping and gets back to serving accounts.

10× more efficient · 100+ lines in under 4 minutes
Accuracy

Right the first time

Every line is matched to your Katana products — even with no product code — and the buyer to your customer list, consistently.

Fewer wrong orders · fewer short shipments
Throughput

Orders move sooner

Orders confirmed and scheduled the same day instead of waiting in an inbox. Shorter lead time and a faster order-to-cash.

Shorten your cash conversion cycle
How it works

From inbox to Katana in three steps

LevelOps sits between your customers and Katana MRP. It reads the orders they send, validates them against your catalog and accounts, and writes a clean sales order — ready to review.

01 · Capture

Forward the PO

Send incoming orders to a dedicated address, or upload them. LevelOps reads whatever your customers send.

  • +PDF, email (body & attachment), Excel, CSV
  • +Scanned documents and the documents your EDI platform produces
  • +No template to build or maintain
02 · Validate

Match to Katana

Identify the customer, match each line to your Katana products — even with no code — and capture PO number, terms and tax.

  • +Customer auto-detected — even brand-new ones
  • +Description-based product matching when there is no code
  • +Exceptions flagged for a human before anything is sent
03 · Route

Into Katana

Write a clean, validated sales order into Katana MRP, ready for one-click review and confirmation.

  • +Katana sales orders, ready to make & ship
  • +PO number, terms and tax carried through
  • +Human-in-the-loop · learns from corrections

Most order tools need a master-data integration and a rules build before you see value. LevelOps delivers matched, priced Katana orders from day one — on the data you already have.

No master-data projectValue from day oneLearns over time
Integration

Runs into the Katana MRP you already use

LevelOps writes clean sales orders straight into Katana MRP — no copy-paste, no migration, no portal for your buyers. When a customer changes their PO format next month, nothing breaks.

Install on Katana →
Orders in
PDFEmailExcelCSV
LevelOps · Capture → Validate → Route
Into
Katana sales ordersStock & making synced
Customers

Loved by wholesalers & manufacturers

5.0 on the Shopify App Store

The Unscented Company · Beauty & CPG
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 →
Hours back to the team, monthly
Up to 60h
Time to visible impact
Day 1
Macros left to maintain
0
★★★★★

LevelOps is effectively helping us become a more efficient business by automating drudgerous tasks. Their willingness and ability to improve was impressive.

Scrub AuthorityApparel & uniformsscrubauthority.com →
★★★★★

Manually processing B2B orders is something you simply have to deal with if you want to keep specific customers. LevelOps reads orders in various formats and converts them to draft orders for final review.

Earth Fed MuscleSupplementsearthfedmuscle.com →
★★★★★

Awesome app and awesome team! LevelOps was exactly what we needed to save manual processing time entering emailed purchase orders into our B2B store.

Concrete Countertop SolutionsBuilding materialsconcretecountertopsolutions.com →
★★★★★

It is literally reading my PDF and uploading a 100+ item order in under 4 minutes. This just made us 10x more efficient.

Terpene WarehouseDistributionterpenewarehouse.com →
★★★★★

Such a timesaver and super easy to implement! We process purchase orders via EDI, PDF, Excel or email and the entire process has been seamless. The team always listens to feedback.

Three Ships WholesaleB2B & Distributionthreeshipsbeauty.ca →
The business case

What you get back

Real outcomes our customers report once order entry stops being manual.

Time

5–15 hours a week

Your team stops retyping POs line by line and gets those hours back for customers and growth.

100+ lines processed in under 4 minutes
Accuracy

Fewer wrong orders

Every line is matched and checked before it reaches Katana, so fewer mis-picks, short shipments and credits.

Fewer corrections · fewer awkward calls
Cash

Ship and bill sooner

Orders land in Katana the same day they arrive, so you make, ship and invoice faster.

Shorten your cash conversion cycle
Pricing

Simple, usage-based pricing

Start free, then pay for what you process. No setup fees and no per-seat charges.

Pay as you go

$50 once

A one-time credit pack for occasional order volume. No subscription, no commitment.

Around 15 orders
Starter

$100 / mo

For steady B2B order flow. $960 billed yearly · cancel anytime.

Around 33 orders / month
Growth

$250 / mo

For high-volume wholesalers. $2,400 billed yearly · cancel anytime.

Around 100 orders / month
Team

Built by operators, not just engineers

LevelOps is built by a team that has run supply chains and operations at scale.

Founder & CEO

Maxime Lavoie

Industrial engineer, former Deloitte supply chain consultant and former VP Operations at Goodfood. Builds the product around how operations actually run.

CTO

Thierry Ferland

Leads engineering and the extraction pipeline that turns any PO into a clean, validated order.

AI Solutions Engineer

Mathieu Magri

Owns matching and onboarding, so every customer is live and accurate within their first week.

FAQ

Questions, answered

How does LevelOps work with Katana MRP?+

LevelOps reads your inbound purchase orders and creates the matching sales order in Katana MRP, mapped to your existing products and customers. Install it and we will confirm the exact setup for your workflow.

What file formats can it read?+

PDFs, plain-text and HTML emails, scanned documents, Excel and CSV attachments — plus the order documents your EDI platform produces. There is no required template.

What if a product has no item code?+

Matching is highly accurate even with vague descriptions or missing codes. Every order is created for your review first, and LevelOps flags any line it cannot confidently match so nothing wrong is sent.

Does it capture PO numbers, terms and tax?+

Yes. The PO number, billing contact, payment terms and tax status are extracted and carried into the Katana sales order so it is complete and ready to confirm.

How long does setup take?+

Most teams are processing live orders within their first week. We handle the setup with you, so there is no master-data project and nothing to configure on your own.

Can I see it run on my own POs first?+

Absolutely. Install LevelOps and run a real PO through it — you will see the exact Katana output before you rely on it.

Get started

Stop typing POs into Katana

Install LevelOps and run a real purchase order through it — watch it become a clean Katana sales order, line by line. Free to start.

Free trial · LevelOps on the Shopify App Store No master-data project Made in Montréal · EN / FR