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Toolbx is now offering AI Order Entry, which takes material lists and purchase orders customers and sales reps send in, matches every line to the dealer’s catalog, and pushes the approved order into the ERP.
Toolbx connects to the email inbox a dealer already uses, so material lists are picked up and drafted automatically, whatever form they arrive in. Teams can also bulk upload, queuing up to 10 files at once, with each becoming its own draft order. The tool captures whatever context the document carries: the customer, the account, the job site, the requested date, the delivery or will-call details and any notes. Every line is matched to a SKU and unit of measure in the dealer’s own catalog, and related products are grouped the way a sales rep would lay out a quote. A drafted order typically comes back in under a minute.
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