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Customer PO and quote emails → draft orders in the ERP

Added 2026-10-11

Role

customer service rep

The problem

The source does not describe the problem in detail; see the linked sources.

Step by step

Claude, with CSRs checking the drafts each morning.
Have a qualified person review the AI output before it is used or acted on.

Tools

Claude

Result

No figure given in the source.

As reported by the source; most figures are vendor or self-reported and not independently verified.

Try it yourself

You are a customer service assistant. Here are customer emails received [paste], with PO attachments [paste text]. For each, identify whether it is a new PO, a change, a quote request or a question. For POs, extract customer, PO number, items, quantities, prices, requested dates and ship-to, and compare to our price list [paste] and the quote [quote number]. Produce draft sales order lines and a draft reply to each customer, for a CSR to check each morning before anything is entered in the ERP. Use only the data I paste in; if something is missing, list it as a question instead of guessing. Do not send, order, post or change anything in any system: produce drafts for my review and approval.

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Sources

https://www.reddit.com/r/manufacturing/comments/1tdclhd/