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Workist is for B2B manufacturers and distributors that handle customer orders and inquiries manually. It processes documents received by email, including PDFs and spreadsheets, and extracts order details and line items without relying on fixed document layouts. Workist checks the extracted information against ERP master data, such as customer and product records, and flags errors or uncertain details for staff to review. Once checked, the structured data can be transferred to an ERP system through an integration or standard interface. Workist also supports processing invoices, order confirmations, delivery notes and requests for quotation. It may suit sales and order-processing teams looking to reduce manual data entry while keeping their existing ERP workflows.
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