Order Intake Cockpit

Use the Order Intake Cockpit to upload purchase order files, monitor extraction and validation, and work with sales orders created from order intake processing.

The Order Intake Cockpit is not enabled by default on all tenants. It is offered as part of a package together with the Order Intake value stream, which is required to run the cockpit out of the box. To enable or use this functionality, or for any further information, please contact the Emporix Sales Team.

The Emporix Order Intake Cockpit is a specially tailored user interface for order managers and employees who need to process orders received by email. These emails contain attachments in different formats, like PDF, which are typically entered manually into an ERP system. The application provides a central place to upload order documents, track the status of extraction and validation, and efficiently process the resulting sales or customer orders.

You can access the cockpit from the Management Dashboard application switcher. The header shows the active tenant, currency, language, and profile, which are consistent across other Emporix views.

The cockpit includes different views for actions you can take:

Dashboard

KPI cards and charts for order intake documents and related sales orders.

Upload Document

Upload purchase order files in PDF format to start extraction and processing.

Documents

List of order intakes with processing status and Manage actions for resolving issues.

Orders

Sales orders created from Order Intake Cockpit processing, with order details for follow-up.

Companies

Company records and billing/shipping address roles used during order intake.