Order-to-CashMedium

Customer PO email → sales order in your MRP

Problem
Staff retype customer PDF POs into the ERP/MRP; typos and delays.
How it works
n8n watches a shared inbox, an LLM extracts line items to JSON, a person approves, and the order is created through the MRP API.
ROI / what to measure
Time saved per PO and fewer entry errors (measure your own baseline).
Tools
n8n, OpenAI API or Claude API, MRPeasy API
Est. tool cost
n8n Cloud from €20/mo (or self-host free) + API usage
Company size
10-200 employees
Difficulty
Medium
Sources

Premium workflow: build it step by step

Turn customer PO emails into draft sales orders in your MRP. A person approves every order before it is posted.

n8n template + LLM instructionsSetup: MediumSetup time: Not yet timed — unverifiedRun time: Not yet timed — unverified
Recommended tool
n8n + Claude API, with a human approval step. This is the production path when your PO volume justifies the setup. Start first with Claude in chat (for example, a Claude Project), one PO at a time, to prove the extraction quality on your real POs before you automate.
Alternative
ChatGPT (chat). Use it when your shop already pays for it and your staff know it. Pick one chat tool as the standard and keep one output format. Inside n8n, you can change the model.
Inputs
  • Customer PO email with a PDF attachment
  • Item master (CSV export)
  • Customer master
Outputs
  • Draft sales order, created only after a person approves it
  • Approval request
  • Audit log row
  • Exception queue for POs that do not match
Before you start
  • A shared inbox for customer POs
  • Sample POs to test with
  • Item master and customer master exports
  • A demo MRP account to test on first

This workflow is a draft: I will mark it as tested here only after I run it end-to-end on real POs.

Version 0.1-draft · Last tested: Not yet tested end-to-end · Tested with: Not recorded yet

What's in the full workflow

  • Step-by-step chat workflow (Path A)
  • Copy-paste prompts
  • n8n node outline for the automated path (Path B)
  • Human-approval and safety checkpoints
  • Test procedure on copies of real POs
  • Premium Five rules: what a person must check before an order is posted
  • Premium Path A, chat: get one PO into a clean list of order lines
  • Premium Path B, n8n: go from inbox to approval request to draft order
  • Premium Testing: prove it on copies of real POs before you go live
  • Premium What to measure: set your own baseline for time and errors

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