Keep every order visible

Email to ERP-ready order data, made easy

Mountain Goat helps B2B manufacturers and distributors process customer POs more accurately and efficiently. Automatically match customers and items, add your custom rule sets, and prepare clean order data for your ERP without forcing customers to change how they send orders.

See how it works
PO DashboardOpen exceptions: 12
Received48
Needs Review12
Booked36
StatusCustomerPO #Exceptions
ReceivedNorthwind Manufacturing104912
Needs ReviewAcme ComponentsPO-77424
BookedSummit Supply889120

Workflow

Review exceptions instead of rekeying every order.

Mountain Goat gives the team a clear route from messy inbound POs to reviewed, structured order data.

1

Capture POs from the inbox

Connect Gmail or Outlook, or upload PO files directly. Operators work from one inbound queue.

2

Extract headers and line items

Pull out customer, PO number, dates, addresses, parts, quantities, prices, and totals.

3

Review only what needs attention

Route missing fields, low-confidence values, duplicate risks, and item mismatches into an exceptions queue.

4

Export clean order data

Send reviewed orders downstream by CSV now, with ERP-specific rollout paths later.

Side-by-side review

Compare the original PO with extracted order data in one review view.

Keep the customer document and structured fields together so operators can confirm exceptions quickly without bouncing between screens.

Scrubbed sample side-by-side purchase order review showing the original customer PO beside extracted order fields and line item matching.
Compare the original PO with extracted order data in one review view.

Why teams use it

One queue for inbound POs, review work, and clean export.

Operations teams do not need another generic parser. They need a practical way to keep orders moving while catching the records that need human judgment.

Reduce manual order entry
Catch missing fields and duplicate POs earlier
Keep accepting customer PO formats without forcing EDI
Give teams one queue for inbound POs and exceptions
Improve customer/item matching over time
Export reviewed, structured order data

Exception queue

Keep attention on the orders that need judgment.

Missing fields, duplicate risks, weak item matches, and questionable values move into a clear queue so the team can work by priority instead of memory.

Exceptions QueueOpen Next
Missing PO number

1 affected order waiting for review.

Low-confidence ship-to address

2 affected orders waiting for review.

Unmatched customer part number

3 affected orders waiting for review.

Possible duplicate PO

4 affected orders waiting for review.

Price or line-total mismatch

5 affected orders waiting for review.

Product preview

Built around the screens operations teams actually live in.

PO Detail Review

Customer
Acme Components
PO Number
PO-7742
Ship To
Needs confirmation
Total
USD 18,420.00

Edit extracted fields, review line items, and keep source context close to the order.

Source Evidence

Ship To:
Summit Supply Receiving
418 Harbor Drive
Cleveland, OH 44114

Trace questionable fields back to the customer document before export.

Customer / Item Match

Customer part
ACM-8841-R2
Internal part
MG-2048-B
Status
Exact cross-reference

Turn customer-specific ordering habits into reusable matching data.

Built for manufacturers and distributors

Keep accepting the PO formats your customers already send.

Mountain Goat improves the internal workflow without forcing every customer into a portal, template, or EDI project before your team sees value.

Mountain Goat mascot climbing upward

Pilot

Ready to test Mountain Goat with your own PO formats?

Send a representative set of scrubbed purchase orders and see the workflow: extraction, exceptions, matching, and clean export.