LevelOps' Email to Order Automation streamlines B2B operations by automatically converting customer order emails into Katana sales orders (SOs).
Simply forward customer emails to the LevelOps system, and it'll intelligently extract product names, quantities, and customer information to create draft orders in Katana, eliminating the need for manual data entry.
How it works
The LevelOps system works through a simple email forwarding mechanism. When businesses receive order emails from customers, they forward these emails to LevelOps' dedicated processing address. The parsing engine then analyzes the email content, extracting crucial order information, including product names, quantities, and customer details.
The extracted data is automatically formatted and pushed to Katana as a draft order (appearing in your default location).
For customer relationship management, LevelOps performs secure lookups against existing customer databases to properly link orders to established clients. All customer data is processed in real-time without being stored, ensuring that privacy and security standards are maintained.
Getting started
Step 1: Create your account
Create a LevelOps account (if you don't have one)
Step 2: Connect to Katana
From the LevelOps dashboard, click Connect Katana.
Enter your Katana login credentials.
Authorize the connection to link your accounts.
Step 3: Receive a dedicated email address
Once connected, LevelOps will provide you with a unique email address for processing orders. This address appears in your dashboard and can be shared with customers or used for forwarding emails.
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