Interactive walkthrough: your first week with OrderPilot

This is the fast version: watch the intro, follow the five steps, and when something needs more detail, open the expandable sections at the end. You should be processing real POs by Friday.

Watch the 2-minute intro

Five steps to a clean PO queue

1. Confirm your workspace

   Check the workspace name, timezone, and default currency in Settings. These flow into every extracted PO, so getting them right on day one saves re-mapping later.

2. Connect an intake channel

   Forward a real supplier PO to yourcompany@intake.order-pilot.ai. Within ~30 seconds you’ll see it appear in the validation queue.

3. Validate the first document

   Open the PO, correct any fields under 95 % confidence once, and hit Approve. OrderPilot learns your corrections against the supplier identity — next PO from the same supplier should skip the queue.

4. Map suppliers and SKUs

   Upload your supplier master and SKU table under Settings → Catalog. Accuracy typically jumps from 95 % to 99 %+ after this step.

5. Set approval routing

   Default threshold is €10,000 → finance. Adjust under Settings → Workflows if your team has different escalation rules.

Common questions, answered on demand

How long does first-week setup usually take? Median across our customers

Most teams are live with a single intake channel in under 30 minutes and fully mapped (suppliers + SKUs + routing) within two working days. The slowest step is usually getting ERP API credentials approved by IT — plan for that gate in parallel.

What if our first PO lands at 80 % confidence? When to worry vs when to correct

80 % is normal for a supplier OrderPilot has never seen. Correct the flagged fields once and the model learns. If the same supplier stays under 90 % after three POs, flag the supplier profile — usually it means their template is unusually inconsistent and we’ll add a template-specific extractor.

Can I undo an auto-approval?

Yes. Every posted PO has an edit trail and a “re-open” action. Any downstream changes to your ERP are also visible in the validation queue’s activity feed, so nothing vanishes.