Purchase Order Automation for Non-EDI Buyers and Partners
Convert inbound PDF purchase orders from any buyer into structured data for ERP, WMS, and order management systems — without requiring EDI from your customers or trading partners.
PO automation that connects buyer documents to your order fulfillment workflows
Cleo Purchase Order Automation helps businesses convert inbound PDF purchase orders and other non-EDI buyer documents into structured transaction data — EDI 850, XML, JSON, or application-ready payloads — that flows directly into ERP, WMS, TMS, and order management systems. Open ECX adds intelligent PO extraction while Cleo orchestrates workflow, integration, visibility, and exception handling. The result: automated order intake even when buyers aren't EDI-capable.
Automate order intake without requiring EDI from your buyers
PO automation helps operations and fulfillment teams eliminate manual order entry and accelerate order-to-ship cycles — regardless of how buyers send purchase orders.
Capture Inbound POs
Ingest PDF purchase orders, email attachments, and faxed documents from buyers through any channel they already use — no EDI requirement on their end.
Extract & Validate PO Data
Extract line items, quantities, ship-to addresses, and header data, then validate against business rules and inventory availability before routing to fulfillment.
Route to ERP, WMS & OMS
Deliver validated order data into ERP, WMS, TMS, or order management systems automatically — with exception workflows for orders that need review before fulfillment begins.
PO automation for every buyer format
Buyers send purchase orders in many formats. Cleo PO automation handles them all — converting each into structured data your ERP and fulfillment systems can process without manual entry.
| Buyer Sends | Cleo-Enabled Workflow Creates |
|---|---|
| PDF purchase order | Structured order data for ERP, WMS, or order management — mapped to EDI 850 or custom formats where required. |
| Email purchase order | Automated intake that extracts PO data and routes it into order fulfillment workflows without manual handling. |
| Fax or scanned PO | Extracted, validated order fields with exception routing for orders that require review before fulfillment begins. |
| EDI 850 purchase order | Validated EDI transaction routed directly into ERP, WMS, or order management with full audit trail. |
Why Cleo instead of a standalone PO capture tool?
A standalone capture tool extracts PO data. Cleo connects that data to the ERP, WMS, and order management workflows that run your fulfillment operations — with full visibility and exception management built in.
ERP & WMS Integration
Connect extracted PO data directly to ERP, WMS, TMS, and order management systems — not just extract it for manual re-entry.
Explore integration capabilitiesException Management
Flag and route PO exceptions — missing items, invalid addresses, inventory conflicts — before they delay fulfillment or impact customer relationships.
Explore document automationOrder Visibility
Track PO status, processing exceptions, and fulfillment workflow health across the full order lifecycle — from receipt through shipment.
Explore visibility capabilitiesPO automation becomes more powerful when it connects to your ERP and WMS
PO extraction is only the first step. Cleo turns captured order data into ERP- and WMS-connected fulfillment workflows, so validated orders move from intake through picking, packing, and shipping automatically — reducing cycle times and eliminating manual entry.
Eliminate Manual Order Entry
Stop re-keying PO data into ERP and WMS systems. Extracted and validated order data flows directly into fulfillment workflows automatically.
Faster Order-to-Fulfillment
Reduce order intake cycle times and errors with automated PO processing and downstream orchestration across ERP, WMS, and shipping systems.
Full Order Visibility
Track order status, exception queues, and fulfillment workflow health across the full lifecycle from PO receipt through shipment confirmation.
Explore the full document automation suite
PO automation is one part of a broader document and order automation capability — all connected through Cleo Integration Cloud.
Non-EDI Document Automation
Automate PDFs, invoices, purchase orders, and other manual supplier documents and connect validated data into ERP and supply chain workflows.
Explore Document AutomationPDF-to-EDI Automation
Transform PDFs into structured EDI transactions for trading partner and ERP workflows without requiring EDI from partners.
Explore PDF-to-EDIInvoice Automation
Reduce manual AP processing and automate supplier invoice workflows with validation, exception handling, and ERP integration.
Explore Invoice AutomationPDF Digitalization
Automate PDF-based workflows with intelligent extraction and ERP-connected automation for invoices, purchase orders, and more.
Explore PDF DigitalizationFrequently Asked Questions
Everything you need to know about purchase order automation for non-EDI buyers and partners.
What is purchase order automation?
Do my buyers need to change how they send purchase orders?
How does PO automation reduce order-to-fulfillment cycle times?
What systems does Cleo connect to for PO processing?
How does Cleo handle PO exceptions?
Ready to automate order intake without requiring EDI from your buyers?
Cleo helps operations teams eliminate manual PO processing and accelerate order-to-fulfillment cycles by combining intelligent PDF extraction with ERP- and WMS-connected integration and exception management.