AI Sales Order Entry for Brightpearl by Sage
Daniel Emaasit
CEO, Logistify AI
TLDR
You can automate sales order entry from email, phone messages, and voicemails into Brightpearl by Sage using Logistify AI. The value: 90% reduction in labor costs, 90% reduction in return orders due to data-entry errors, & 50% faster order fulfillment.
The Problem
This week, a fine wine distributor in New Zealand replied to our cold outbound email about automating sales order entry:
"Thanks. Can the system also receive orders from phone messages, voice mails? Cannot system transfer the order information into our CRM - Brightpearl.com?"
We were excited to receive this reply 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, phone, and voicemail, and had to manually enter this data into our Inventory Management System.
Brightpearl by Sage is a retail operations platform (ERP + CRM) built for omnichannel retailers and wholesalers. Owned by Sage, it is particularly popular in the UK, Australia, and New Zealand — making it a common system of record for wine distributors and specialty wholesalers across those markets.
Orders from Phone Messages and Voicemails
Many distributors still take orders over the phone — especially from long-standing trade customers who prefer to call. These calls often go to voicemail when the team is busy. The result is a backlog of audio messages that someone has to listen to, transcribe, and manually key into the system. Logistify AI handles this automatically: it listens to the voicemail, extracts the order details, and loads them into the Logistify Sales-Order Management System for review — no manual transcription required.
The Coordination Tax: The $1.6 Trillion Cost of Running Supply Chain on Human Hands
The CEO's thesis on why every manual handoff in your supply chain is a hidden tax — and why AI Agents are the only way to eliminate it.
Read the memoPushing Orders into Brightpearl by Sage
Once an order has been reviewed and confirmed in the Logistify platform, our integration pushes it directly into Brightpearl by Sage — creating the sales order, matching the customer record, and populating the line items. The data flows from the inbound message all the way to Brightpearl without anyone retyping a single line.
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 fetches sales orders from WhatsApp/Email/SMS/Phone calls & voicemails into the Logistify Sales-Order Management System for review & quality checks. Then we push the confirmed orders to Brightpearl by Sage 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 at wine distributors, wholesalers, and retailers using Brightpearl who receive orders by phone, voicemail, email, or WhatsApp and want to stop manually re-keying data into their system.
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.
