Acumatica sales order automation

Why Acumatica teams still re-key orders

Acumatica is built to manage orders once they're in the system, but it can't read the PDF a customer just emailed. So a CSR opens the attachment, finds the customer and items in Acumatica, and types the order in by hand, line by line.

OrderPier closes that gap. It reads the inbound purchase order, matches it to your Acumatica records, and creates the sales order directly (pilot customers only while the connector finishes certification), so the document arrives as a ready-to-fulfill order, not a task in someone's inbox.

How OrderPier posts into Acumatica (pilot)

• Capture the PO from a forwarded email or shared mailbox.
• Extract every field and line item with confidence scoring.
• Match customers, items, and price levels against your Acumatica data.
• Create the Acumatica sales order. Route exceptions to a review queue.
• Log every step for a complete audit trail.

How OrderPier maps a PO to an Acumatica sales order

OrderPier connects through Acumatica's contract-based REST API (the /entity/Default endpoints) as a dedicated integration user, so there is nothing to install inside your Acumatica instance and no customization to maintain.

Extracted customers and items are validated against your Acumatica data first: the customer is matched to a Business Account and Customer ID, and each line's part number resolves to a Stock Item (InventoryID), with price and availability checked in real time.

The order posts as a native Sales Order (order type SO) with the customer and requested date on the header and InventoryID, order quantity and unit price on each detail line. Low-confidence fields route to review, so nothing is guessed into Acumatica.

During pilot onboarding we validate the connector against your own Acumatica instance before any real order flows.

Where the Acumatica connector stands today

We publish a status for every connector and we do not move it by hand. Acumatica order creation is built and merged, and it has not yet passed our certification suite against a real Acumatica sandbox. That is why the badge on this page reads In development rather than Live.

That badge is computed from nightly certification runs and signed by the machine that runs them. Nobody at OrderPier can type a status into this site, and a hand-edited one fails our build. It is the same standard we hold ourselves to on accuracy, where we publish the tier where our own model breaks.

What that means for you in practice: we take Acumatica customers as pilots. We point the connector at your own instance during onboarding and prove an order end to end before it carries real volume, and you see the extraction quality on your own POs before any of it touches Acumatica. Extraction, validation, the review queue and the audit trail are all working today and are not waiting on certification.