Order Agent
Turn incoming customer orders into validated sales orders in Business Central
Order Agent cuts manual order entry, removes the errors that come with it, and shortens processing times. Your team can spend their time on customers instead of administration.
Bring incoming customer orders into one clear workflow and increase automation step by step in Microsoft Dynamics 365 Business Central.
What you get with Order Agent
Many channels, one workplace – Orders arrive in different ways. You manage them in one place. PDFs are read by AI, while Peppol, E-Order, EDI and Excel can join the same flow.
Smart matching – Customers are identified by registration or VAT number, email, name address. Items by item number, GTIN description. References reused for future orders.
Validation before creation – See each order next to its extracted data, with matched and unmatched information clearly marked. Checking is quick, and mistakes are caught before they become sales orders.
Better over time – Every customer-specific reference you create raises the automation level. More orders go through with minimal involvement, and your order desk grows without the admin growing with it.
Your safety net
Automation shouldn’t mean crossing your fingers. Orders are validated against your business rules before they become sales orders in Business Central. If something doesn’t add up, the order waits in the workspace until someone has looked at it. If everything’s fine, you don’t have to do anything.
Up and running in no time
Order Agent is built for self-service. Your Business Central partner and our team is there if you need a hand.
Download
Install Order Agent from Microsoft Marketplace. It works with both the Essential and Premium editions of Business Central.
Set it up
Connect your order sources and define the business rules that decide which orders can go straight through.
Review and grow
Check the first orders, create references where needed, and watch more orders pass untouched over time.
No design workshop. No go-live date. No hyper-care. Unless you want it.
Golden EDI Order Agent vs. Business Central Sales Order Agent
Two approaches to automated order entry, with different scope and focus.
Questions & answers
What is Order Agent?
An app for Business Central that handles the step between a customer’s order and your sales order.
Who is it for?
Teams where the bottleneck is capturing orders, not receiving them. It’s an especially good fit when orders arrive through several channels and formats, or when a full EDI solution isn’t practical yet.
Where does AI come in?
Order Agent combines AI with structured document processing to read orders in any format. Matching, business rules and approval stay in your hands.
Do my customers have to change how they send orders?
No. They keep sending orders the way they do today.
What happens if an order doesn’t pass validation?
It stays in the workspace, flagged as an exception. No sales order is created until someone has checked it.
Do we need an implementation project?
No. Order Agent is designed to be installed and managed by your own team. If you’d like support, talk to your BC partner or us.