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Getting started with OrderBridge: from PO to draft sales order

Sarah Chen

OrderBridge automates the path from customer purchase orders to draft ERP sales orders. This guide walks through a typical first-week setup.

Prerequisites

You will need ERP connector credentials and a library of representative POs.

  • Read access to customers and items in your ERP
  • Sample POs from your top order channels
  • Named approver for draft order review

Pilot scope

Start with one company code and one order type. Expand after exception rates fall below your target threshold.