AI PDF Sales Order Entry for Unleashed Software

The Problem

This week, an operations director at a non-profit organisation that sells water in the UK messaged us:

"We use Unleashed. Almost all orders are emailed in as PDFs, they have bookings on them as well as multiple addresses. Not every customer uses the standard names for our products."

We were excited to receive this message for two reasons. First, this is exactly why we built the AI Sales Order Agent — we faced a similar problem in our previous business, managing warehousing and distribution for the largest B2B e-commerce startups. We would receive orders via email, WhatsApp, paper, and had to manually enter this data into our Inventory Management System.

Second, this message captures four distinct challenges that are very common among manufacturers and distributors — and that any AI agent has to handle correctly.

PDF Orders by Email

Most order automation tools are built for plain-text emails or WhatsApp messages. But for many businesses, especially those serving larger customers or institutions, orders arrive as structured PDF attachments — purchase orders with line items, quantities, references, and instructions. The AI has to read and extract that data accurately before anything else can happen.

Delivery Booking Slots

The PDFs also contain booking information — specific delivery windows that the customer has already arranged. These are not just nice-to-have notes; they are operational commitments. The AI has to capture booking details and carry them through to the order in Unleashed so the fulfilment team knows exactly when and where each delivery is expected.

Multiple Delivery Addresses

A single PDF order can cover deliveries to several different locations — different sites, different contacts, different postcodes. Splitting one PDF into multiple correctly addressed orders in Unleashed, without losing any detail, is something manual data entry gets wrong regularly. The AI handles this automatically.

Non-Standard Product Names

Not every customer uses the exact SKU names or product codes that appear in Unleashed. A customer might order '5L Still' when the product in Unleashed is listed as 'Still Water 5 Litre Bottle — Case of 12.' The AI matches the customer's language to the correct product in your catalogue, flags ambiguous matches for human review, and learns from corrections over time.

The Solution

We've built the Logistify AI Assistant to solve this problem. It's like ChatGPT for supply chain managers. The Logistify AI assistant automatically reads PDF orders from your email inbox, extracts every line item, booking slot, and delivery address, and loads them into the Logistify Sales-Order Management System for review and quality checks. Then we push the confirmed orders to Unleashed via our integration.

• 90% reduction in labor costs of data entry clerks
• 90% reduction in return orders due to data-entry errors
• 50% faster order fulfillment which increases customer satisfaction and repeat orders

Who is Logistify AI for?

The Logistify AI Assistant is for operations and supply-chain managers who receive orders by email as PDFs and are tired of manually re-keying every line into Unleashed — especially when each order can have multiple addresses, booking slots, and customer-specific product names.

How do I get started?

Simply email us at daniel@logistify.ai or WhatsApp +254 115 395572 with a workflow you need automated, and we'll help you skip the waitlist and onboard you personally.