01
Customer order preparation

Turn requests into order drafts

Turn a supplied email, PO or spreadsheet into a sales-order draft you can check.
  • Check quantities, prices and delivery details
  • Flag gaps and keep the original sources
See details: Turn requests into order drafts

Add a customer email, PO or order spreadsheet. Extract the product, quantity, price and delivery details, identify missing or conflicting information, and prepare a sales-order draft for review.

  • Extract details from supplied messages and files
  • Check quantities, prices, dates and references
  • Revise drafts and retain the source material
02
Sourcing & Supplier Coordination

Find suppliers for the requirement

Match the requirement to recorded capabilities in your private supplier directory.
  • Prepare RFQs and follow-ups for you to send
  • Organise the supplier replies you provide
See details: Find suppliers for the requirement

Use your private supplier directory to identify suppliers whose recorded capabilities match the requirement. Prepare an RFQ, then add the replies you receive to organise and compare them.

  • Match requirements to recorded supplier capabilities
  • Prepare RFQs and follow-up drafts for you to send
  • Store and compare the supplier responses you provide
03
Quote comparison and commercial checks

Compare quotes with confidence

See the differences in supplied quotations before deciding how to proceed.
  • Compare price, minimum quantities and lead times
  • Spot missing terms and retain your decisions
See details: Compare quotes with confidence

Extract prices, MOQs, lead times, payment terms and stated availability from the quotations you provide. Compare the terms and highlight missing details before you choose how to proceed.

  • Compare quoted commercial terms
  • Highlight missing or inconsistent information
  • Keep source quotations and your recorded decisions together

Follow one order

One request. A clearer next step.

Explore how the information you provide becomes work you can review.

Choose a step in the illustrative order walkthrough

01 / Customer email

Start with what you have.

Bring the customer’s message and order files together. Procuvia uses the information you supply to prepare the next step.

Your source material stays with the record.
Customer requestSupplied email
EXAMPLE CUSTOMER · ORDER REQUEST

“Please arrange 240 cartons of oat drink, 1L. We need delivery by 14 October.”

↳   customer-order.xlsx

02 / Procuvia Agent

A response. A clear next step.

Your agent turns the supplied request into a short update: what is prepared, what is missing and what needs your attention.

AI prepares. You approve. Work moves.
Procuvia AgentResponse to your request
◆   Draft ready

I’ve prepared an order draft for 240 cartons of 1L oat drink, with delivery requested by 14 October.

◆   Please confirm the delivery address before proceeding.

The customer’s email and spreadsheet are linked to the draft for your review.

Nothing has been sent to the customer or a supplier.

03 / Order draft

Make the gaps visible.

Turn the request into a structured draft. Check the extracted details and resolve missing information before moving ahead.

Prepared for your review, not sent automatically.
Sales-order draftReview needed
ProductOat drink · 1L
Quantity240 cartons
Requested delivery14 October
◌   Delivery address needs confirmation

04 / Supplier comparison

See the trade-offs.

Add the quotations you receive and compare their commercial terms. You choose the supplier and send the messages.

Based on supplied quotes, not live availability.
Quotation comparison2 supplied quotes
Quoted termsSupplier ASupplier B
Per carton£18.40£17.90
Minimum order240 cartons300 cartons
Lead time10 days14 days

Supplier B’s minimum exceeds the requested quantity.

05 / Delivery pack

Prepare the paperwork.

Use the order records to prepare the document pack and check references and quantities. Add delivery evidence when you receive it.

You review the drafts and record the outcome.
Delivery document packDrafts for review
▤ Invoice draft Ready to check
▤ Packing-list draft Ready to check
↳ Order references Linked

Add shipping documents and proof of delivery as supplied.

Illustrative records. You provide updates, review outputs and send external messages.Your decisions at every stage ↗
04
Purchase orders and production records

Keep production in view

Prepare supplier POs and check supplied production updates against customer commitments.
  • Link orders, specifications and approved proofs
  • Flag gaps or conflicting milestone dates
See details: Keep production in view

Prepare supplier PO drafts and revisions, record specification and proof decisions, and add supplier production updates. Review recorded milestones against customer commitments to identify gaps or conflicting dates.

  • Link customer orders and supplier PO records
  • Record the proof and specification versions you approve
  • Review supplied milestones and record production issues
Connected Operations
05
Delivery documents and order history

Prepare the delivery paperwork

Build invoice, packing-list and shipping-document drafts for your review.
  • Check references and quantities across documents
  • Record delivery evidence, issues and order history
See details: Prepare the delivery paperwork

Prepare invoice and packing-list drafts, assemble shipping documents and check that references and quantities agree. Add delivery evidence and record shortages, damage or other discrepancies against the order.

  • Prepare shipping document packs for review
  • Record status updates and proof of delivery you provide
  • Draft customer updates and preserve captured order history
06
Excel preparation

Keep your workbooks working

Import rows, populate templates and reconcile order records, then download updated files for review.
  • Updates run on request; no live Excel or SharePoint sync.
  • Check complex formulas and formatting after updates.
  • Use readable digital files; scans may need text recognition.
Operational workbooks
Order reconciliation
ORDER LINEWORKBOOKRECORD
Cartons240240 ✓
Units1,8002,000 · Check
PO referencePO-024PO-024 ✓
Import rows
→
Check orders
→
↓
Review file
ILLUSTRATIVE WORKFLOW
Purple document and parcel illustration connected to suppliers, production, inventory and delivery.
Your operating requirements
SOPs
+
Pack specifications
+
≡
Templates
↓
Dispatch preparation checklist
✓Check carton quantitiesPacking list
✓Use your order referencesTemplate
✓Prepare for your approvalReview
YOUR DOCUMENTS → PREPARED WORK → YOUR REVIEW
Purple global supply chain illustration with parcel tracking, shipping, air freight, delivery and warehousing.
07
Your requirements

Work around your requirements

Use your SOPs, checklists, terminology and templates to guide task preparation.
  • One user at a time in the current version.
  • You provide updates, request checks and send messages.
  • Reports use supplied records, not live supplier or carrier feeds.