01 / Receive
Keep the inbox you already use
Customer order emails can flow into TradeOps, and the team can also work from PDF, Excel, or pasted order text.
INTELLIGENT ORDER INTAKE / B2B DISTRIBUTORS
Stop re-keying purchase orders.
TradeOps Lite reads incoming order emails and attachments, matches products against your catalog, surfaces only the exceptions, and turns the approved result into a clean CSV for your existing import workflow.
Works with the ERP you already haveNo integration projectReady-to-import file for every order
Daily work
Orders
Only open orders that need a human. Clean lines stay out of the way.
Needs Review · 2Ready · 1Approved · 8All
What needs you todayEverything else has already been handled.
Search by PO, customer, or order...
OrderCustomerPOExceptionsStatusReceived
#34Westbridge SuppliesPO-98321 thing to confirmNeeds ReviewSep 3
#33Northgate SuppliesNG-8012Possible duplicateNeeds ReviewSep 3
#32Chicken DinerPO-118NoneReadyAug 27
#35AhmedPO-4471NoneApprovedSep 2
Incoming customer PO
Westbridge Supplies · PO-9832
The order arrives through the normal email workflow. TradeOps interprets it and puts only the uncertain item into review.
Order created
After approval
Approved snapshot → import CSV
The clean order is frozen on approval and the import CSV is generated for the distributor's existing workflow.
CSV ready
02 / Understand
Read and match the order
TradeOps reads the email and attachment together, extracts the order lines, and matches customer wording against the distributor's product catalog.
03 / Review
Only exceptions need attention
Confident lines stay quiet. Unmatched or uncertain lines remain visible beside the original source so a person can correct only what needs attention.
04 / Handoff
Import the approved order
Approval freezes the clean order and generates a CSV for the distributor's existing import workflow. TradeOps remains the intake layer, not the system of record.
PROOF / MESSY INPUTS
Messy orders are the point.
Clean OCR is not the hard part. The useful part is turning inconsistent customer descriptions, customer codes, units, and layouts into a reviewable order without silently guessing.
HUMAN IN CONTROL
Match what is clear. Escalate what is not.
TradeOps keeps the original order visible beside the interpreted result. Your team corrects uncertainty instead of retyping every line that was already understood correctly.
Customer order
Hi — quick one off my phone, same account as usual. Can you get these moving?\n\n- 20 cs floor cleaner, the 5L jugs\n- blue nitrile gloves (large) — 500\n- 8 standard mops\n- hand soap 1L, qty 40\n- 15 of the red gloves medium\n- 6 rolls 18in clear stretch film\n\nthanks!
What needs your attention
TradeOps handled the rest.
1
Westbridge Supplies ▾
PO-9832
Product confirmation
“6 rolls 18in clear stretch film”
This line didn't confidently match your catalog — it stays visible for review instead of being silently forced into a match18in Clear Hand Stretch FilmFILM-18-HANDPick the right product, or search your catalog
Use this matchChoose another
▸ 5 items matched automatically
After approvalFreeze approved snapshot → generate import CSV
WORKFLOW / SOURCE OF TRUTH
Your systems stay authoritative.
TradeOps Lite uses the distributor’s product catalog to understand customer orders. It does not become a second inventory, accounting, or fulfilment system.
Reference data
Catalog
Product data used for matching. Stock stays reference-only.
Products
SKUProductUOMReference stock
GLV-RED-MRed Nitrile Gloves · MediumBOX120 observed
FC-5LFloor Cleaner 5LCASE64 observed
TOW-BLUBlue Shop TowelsPACKNo source
Remembered mappings
Confirmed corrections are reused before another fuzzy/AI guess.
ScopeRemembered wordingMaps to
Future orders3m filter 60553M-6055-A2
Future ordersshop towels blue packTOW-BLU
ONE INTELLIGENT LAYER
Not another ERP. Not another inventory system.
TradeOps Lite owns the intake and review step. The distributor’s existing system remains responsible for the permanent operational record.
Your catalog powers matching.TradeOps uses product data and existing aliases to interpret the descriptions and codes buyers put in emailed orders.
Inventory stays outside TradeOps.TradeOps Lite does not decrement stock or ask operators to maintain a second inventory ledger.
Approval creates the handoff.Today, the approved snapshot is exported as CSV for the distributor’s existing import workflow. The same intake-and-review structure can support broader destinations later without changing the site’s core story.
WHAT YOU GET
Everything between the customer's email and your ERP.
TradeOps Lite takes each emailed order from the moment it arrives to a file your ERP imports: reading, matching, review, and the handoff.
01 / INTAKE
Read the order as it arrives
Email body, PDF, Excel, and pasted order text feed the same intake flow so the customer does not have to change how they order.
02 / REVIEW
Touch only the uncertainty
Catalog matches stay quiet. Ambiguous products and possible duplicates become visible exceptions beside the original source.
03 / HANDOFF
Approve once, then import
Approval freezes a clean order snapshot and produces a file in your ERP's own import format.
FAQ
Before you send a PO.
The practical questions a distributor should be able to answer before testing an order-intake layer.
TradeOps Lite reads incoming order emails and attachments, matches order lines against the distributor’s catalog, keeps uncertain lines visible for review, lets a person approve the result, and exports the approved order as CSV for the existing import workflow.
No. The intended model is the opposite: your existing platform stays the system of record. TradeOps focuses on intake, matching, exception handling, and approved-order handoff.
Simple monthly plans based on order volume, with no setup fee and no per-user charges. Month to month, cancel any time. Email hello@tradeopslite.com and we'll send pricing for your volume.
Your orders, catalog and customer list are used only to process your orders. They're stored encrypted with access limited to your account, and never sold or shared. Orders are read by an AI model through an API whose provider does not train on API data by default.
No. TradeOps Lite does not operate a second inventory ledger and does not decrement stock. Product catalog data is used for matching while the distributor’s existing system remains authoritative.
That is the workflow TradeOps is designed for. The system attempts to resolve inconsistent descriptions and codes, while uncertain lines remain visible for human review instead of being silently forced into a match.
Start a 5-day free trial on your own orders. Import your product list, set up your export format, and forward a few real orders. No card needed.
Approval produces a file in your ERP's own import format, built from an import file your ERP already accepts. You import it with the tool you use today. Nothing is installed in your ERP.
B2B distributors with repeat SKU-based ordering where customer orders still arrive through email, PDF, Excel, or free-form text and someone on the team still reads and re-keys those orders into another system.
Turn repetitive order entry into exception review.
See how much repetitive order-entry work TradeOps Lite can remove from your current workflow.