30-min call with RobBook a proof-of-concept call
Job 02 · Order entry

// Metal service centers · Sales order automation

Customer POs into sales orders, with every grade, temper and tolerance carried through.

A customer PO for metal is mostly specification: grade, size, finish, temper, tolerance, coil and packaging notes, and the quote it points to. Someone reads it and builds the order line by line. In a free AI proof of concept, AI drafts those orders again from copies of 20 to 30 POs your team already entered. Your reviewer, the person who knows your order entry best, compares each draft with the order that went to the shop.

Book a proof-of-concept call30 minutes with Rob
POs tested
20 to 30, already entered
Tags picked
None, ever
ERP access
None

// The one job

From a customer PO to an order the shop can run

A PO comes in by email or as a portal printout: a description or a part number, grade and size, maybe a finish, a tolerance, a coil weight limit, a cert requirement and a quote number. Someone matches each line to your product, carries the requirements onto the order, sets the processing and checks the price against the quote.

For the test, AI reads copies of those POs and drafts each sales order, from the header to the processing notes. Any line where the PO and the quote disagree, or where a requirement changes how the metal is processed, is marked for a person with the reason. It picks no tags and enters nothing in your ERP.

Customer POPDF or portal printout
Quote ref
Grade, finish
Tolerance
Coil limits
DescriptionQtyUnit
Made-up example PO
Drafted
with every note kept
Sales orderDraft
Account
Product code
Processing
Order notes
ItemPcs or lbsPrice
Made-up example order

// The hard parts

What a metals PO says between the lines

A description, not a part number. Plenty of POs describe metal in words, and the order has to be built from the attributes your system codes. Invera says INVEX takes spot quotes and orders by shortcut codes or product coding attributes native to the industry. One line can name grade, temper, size, finish and length in any order. Aluminum adds a suffix that matters: under ANSI H35.1, a Tx51 temper means stress relieved by stretching and applies to plate and rolled or cold-finished rod and bar, while extrusions carry Tx510 or Tx511. So 6061-T651 plate and 6061-T6511 extruded bar are different items, and a PO that says only T6 gets marked, not guessed.

Tolerance notes have rules behind them. ASTM revised A568 and A924 in November 2009 so steel sheet carries one default set of thickness tolerance tables, measured an inch from the edge. The 3/8-inch edge-distance tables became supplementary requirements that apply only when the PO calls them out. ASTM's article on the change says requests for one-half ASTM thickness tolerance should decline. When a PO carries a note like that, the draft copies it word for word and marks it for your reviewer, because what you can supply is your call.

Coil lines are shop instructions. A slit coil order names width, a maximum coil weight or pounds per inch of width, inside and outside diameter and often the edge. Worthington Steel's coil calculator works PIW out from ID, OD, width and thickness, and its glossary puts standard camber at no more than a quarter inch from straight in 8 feet, unless the customer sets a tighter limit. A PO asking for stretcher-leveled sheet is asking for a flattening step that stretches the steel past its yield point. The draft carries each instruction into the processing notes, since each one changes how the order runs.

Surface and spec notes travel too. ArcelorMittal's 2026 U.S. flat products book asks for the customer's end use and exposure on every PO and otherwise assumes an unexposed surface. It also says coil ordered to a plate specification ships as sheet, with certification to the plate spec left to the customer. When a customer PO names exposure, a plate spec on cut-from-coil product or a cert requirement, the draft carries it onto the order and routes it to your quality people. It never decides whether a heat qualifies.

Tags and releases. Enmark describes Eniteo with full tag traceability from receipt through processing to shipping, and inventory searches by chemical and physical properties. Choosing the tag stays with your team. Repeat business may arrive as releases against a contract; Invera lists contract orders for repetitive parts and JIT program sales among INVEX's flat-rolled cases. Your reviewer, often the order entry lead, checks product codes, tempers, tolerance notes, coil limits and release quantities against the order your team keyed.

// What you send

Copies we need from order entry

Copies and exports
No logins
01

20 to 30 entered orders

Each PO as it arrived, paired with the sales order your team entered from it. Mix bar, plate, sheet and coil as your orders run, with a release or two and an order that changed after entry.

02

Your product coding

An export of your items or product codes, with metal, grade, form, size, finish and temper, plus any customer part numbers you keep on file.

03

The quotes behind them

Where a PO cites a quote, a copy of that quote, so each draft can check price, quantity and processing against what your desk offered.

04

An NDA, then copies

Signed first. No login to your ERP, customer portals or inbox. If POs can't leave the building, we build look-alikes with your reviewer that keep the hard lines.

// Before it starts

Agreed before any PO moves

The owner settles these with your reviewer before the first copy is made.

Order test termsOwner decides
Your reviewer
Named by the owner, usually the order entry lead
Success criteria
In writing: which fields count, and which notes must carry word for word
Quality notes
The person on your team who receives every tolerance, cert or spec flag
Sample
Picked by your reviewer, coil and aluminum lines included
Price
A range for running order entry live

// How it's judged

Each draft beside the order your team entered

PO by PO
Every note carried
On the same 20 to 30 POsThe order your team enteredThe AI draft
Account, ship-to and quote referenceMeasured on your POsMeasured on your POs
Product code built from metal, grade, form, size and finishMeasured on your POsMeasured on your POs
Temper and alloy suffix carried exactlyMeasured on your POsMeasured on your POs
Tolerance, flatness and camber notes kept word for wordMeasured on your POsMeasured on your POs
Coil weight or PIW, ID, OD and edge on the lineMeasured on your POsMeasured on your POs
Quantity and unit checked against the quoteMeasured on your POsMeasured on your POs
Lines marked for a person, with the reasonMeasured on your POsMeasured on your POs
Nothing filled in yet. Every cell waits for your own POs to go through the test.Your reviewer marks each line, and that call settles it.

// After a yes

About 30 days on new POs, each one approved

After your reviewer says yes against the success criteria, the same job drafts orders from incoming POs for about 30 days.

A person approves each draft before it reaches your ERP, and tags, processing and anything touching quality stay with your team.

The next job is its own decision, with its own price.

// What could come next

Possible next jobs, in order

Ideas to check with you
One job at a time
  1. 01

    Order acknowledgments

    Your acknowledgment drafted from the approved order, with any change from the customer's PO stated plainly.

    Next
  2. 02

    Contract releases

    Each release compared with the contract and the last release, with quantity jumps and date changes marked for the salesperson.

    Then
  3. 03

    Steel quoting

    Requests drafted as quotes with weights, cuts and charges, so later POs match a quote your desk built.

    After that

// One hard limit

Commercial orders only, and no quality calls.

POs that call out AMS, MIL or similar aerospace or defense specifications never enter the test. The proof of concept never certifies a material, never edits a mill test report and never decides whether metal meets a spec or whether one temper can ship for another. Nothing posts to your ERP; drafts land on a review sheet.

Order entry is priced as a job of its own: a range up front, then a fixed figure before you sign.

The range turns on how many POs reach the desk each month, how many lines each carries, and how many already arrive by EDI.

// Questions

Order entry questions

Some customers already send orders by EDI. Do those count?
No. Orders that load by EDI stay as they are. The test covers the POs your team still reads and keys: PDFs, emails, portal printouts and scans.
Will it pick inventory or assign tags?
No. The draft builds the order and its processing notes. Choosing a tag, a heat or a remnant stays with your team, as does any question about whether material qualifies.
What happens when the PO and the quote disagree?
The draft follows your rule, written into the success criteria before the test, and shows both values on the line: PO price beside quote price, PO quantity beside quoted quantity. A person settles it.
Our customers write tempers and tolerances loosely. Is that a problem?
It is a reason to test. The draft copies each note exactly, matches what it can to your product codes, and marks anything open, such as a PO that says T6 where you stock T651 plate and T6511 bar. Your reviewer decides how those lines are judged.
Do you log in to INVEX, Eniteo or our customers' portals?
No. You send copies and exports, and drafts come back as a sheet for your reviewer. How approved orders reach your ERP is scoped after a yes and priced before you sign.
Rob Eason

Rob Eason, founder

// Book a call with Rob

Bring a week of customer POs.

Half an hour with Rob. He'll want your company and role, the job you'd test, and about how many POs your desk enters a month. Hold every PO until the NDA is signed.

  • Co-owned a 60-employee financial services firm and sold his share to his partner.
  • Ran GOSO Technologies, a Boston solar company rated 5/5 across 24 Google reviews.
  • 5/5 across 83 reviews in HighLevel's Certified Admin Directory.
  • 4.3/5 from 6 Google reviews of Massmarket AI.
  • Every directory and Google review, critical ones included, is shown word for word at massmarket.ai/reviews.
  • Takes every proof-of-concept call himself.