Resolved against Epicor
The customer, every part and every unit confirmed against live data, including parts the buyer calls by their own name.
- Customers, by name and ID
- Parts, including the customer's own numbers
- Units the part actually carries
Every customer purchase order posted as an Epicor sales order
Customer purchase orders arrive as PDFs, scans, photographs, spreadsheets, Word files or plain email text. Fluent reads them, resolves the buyer, the parts and the units against live Epicor data, reports any order already carrying that purchase order number, and drafts the sales order in Epicor Kinetic Order Entry.
How it works
Turn the customer's purchase order into a sales order
The buyer, the parts and the units resolved against live Epicor data, and a duplicate purchase order caught before drafting.
Checked before it drafts
Fluent reports any order already carrying that purchase order number, which is the most common way an order gets keyed twice.
- Existing orders on that PO number
- The customer's own currency and terms
- Prices and totals against the document
Ready to review
Whatever could not be settled is written onto the draft by name, so a reviewer sees the open questions and nothing else.
- Unresolved parts and units named per line
- Missing header values listed
- Nothing posts until a person processes it
The difference
No templates, no field mapping, no model training
Legacy document capture is configured per layout: a template for each vendor, a coordinate for each field, a model retrained when the paperwork changes. Fluent is configured in written instructions, and rewriting them changes what it does.
Legacy OCRAgentic automation
Templates
A template for every vendor, layout and document type
Reads each document the way a person does, whatever the layout
Field mapping
Fields found by position, so a moved column breaks extraction
No coordinates. It consults live Epicor data before it writes
Model training
Models retrained on samples whenever a design changes
Corrections become instructions, so it improves without retraining
Exceptions
Exceptions fall out to a queue for manual keying
Reasons through variations and exceptions instead of failing
Changing behavior
Behavior changes through a configuration project
Behavior is set in written instructions you control
Governance
Autonomy you can hand to an auditor
Every agent operates inside boundaries you define. Every action it takes is recorded, explainable, and reversible before it posts.
Approval thresholds
An order over an amount or outside a price tolerance goes to the approvers who own it.
Audit logs
Every field the agent read, every decision it made, on the record.
Data retention
Your documents and data stay under retention policies you control.
Epicor validation
Transactions are validated by Epicor’s own business logic before they post.
Human review
Exceptions escalate to your team with the agent’s reasoning attached.
Permissions
Agents only touch the business objects and companies you allow.
Customers
What customers are saying
“People should not feel like it’s too good to be true, because it works.”
“My dreams have been answered. … Check out Fluent. 10/10 customer service & ease of use!”
“We started our implementation call at 4:30 yesterday. First sales orders processing by 4:50. Minimal mistakes out the box.”
“The Fluent team got connected very quickly and orders are flowing well. Some mistakes, but easy to resolve with some agent tweaks. Really impressive platform.”
Guides
Compare the options
How to Automate Epicor Sales Order Entry: Options Compared
Seven ways to automate Order Entry in Epicor Kinetic, from DMT to AI agents, and how each handles customer part numbers, units, ship-to and duplicate POs.
AI Sales Order Entry in Epicor Kinetic: Held Orders vs Staged Review
Two ways an AI order-entry tool keeps a person in charge in Epicor Kinetic: create the order on hold, or keep a draft outside Epicor until it is approved. How each works and when each fits.
Conexiom Alternatives for Epicor Order Automation
Conexiom alternatives for Epicor order automation, by category: Epicor's own ECM tool, EDI providers, AI order-entry tools and agents, with a guide to choosing.
Fluent vs Conexiom for Epicor Kinetic Sales Order Entry
Fluent vs Conexiom for Epicor Kinetic sales order entry: how each works, a side-by-side table, and where each one fits, including where Conexiom fits better.
Fluent vs Lowki for Epicor Kinetic Order Entry and AP
Fluent vs Lowki (Lexi) for Epicor Kinetic: where each one puts an order before a person reviews it, a side-by-side table, and where each one fits.
Lowki Alternatives for Epicor Kinetic Order Entry and AP
The main alternatives to Lowki (Lexi) for automating Epicor Kinetic sales orders and AP invoices, grouped by approach, with a comparison table and how to choose.
EDI vs AI Order Entry for Epicor Kinetic: Which Orders Belong Where
Is EDI dead? No, but it was never built for customers who email a PDF. How EDI and AI order entry differ, and how Epicor Kinetic manufacturers split their customers between them.
AI Order Processing vs OCR and Templates for ERP Order Entry
OCR reads characters and templates say where to find them. AI reads the document like a person does. Why that changes order entry, and why reading is only half the job in Epicor Kinetic.
Best EDI Software for Manufacturing ERP and Customer Orders (2026)
EDI software for manufacturers compared: full-service EDI, EDI platforms, Epicor's own EDI, and agents for the PDF and email orders EDI does not reach.
Best Order Management Software for Manufacturers and Distributors (2026)
ERP order modules, standalone OMS, B2B portals and order capture compared, with where each fits a manufacturer or distributor.
Order to Cash Process: Steps, Documents and How to Automate It
The order to cash process for manufacturers and distributors: each step, the document that arrives, where it lands in Epicor Kinetic and what to automate.
Workflows
Automate other workflows
Erp.UI.QuoteEntry
Quote Entry
Requests for quote drafted as Kinetic quotes, with customer part numbers resolved three ways.
Erp.UI.CustShipEntry
Customer Shipment
Shipping instructions become packs, every line resolved to its order release.
Erp.UI.ARInvoiceEntry
AR Invoice Entry
Customer invoices and credit memos posted so billing stops waiting on a person.
Erp.UI.POEntry
PO Entry
Vendor quotes and requisitions become purchase orders, priced in the vendor's own currency.
Erp.UI.ReceiptEntry
Receipt Entry
Packing slips received against the purchase order line by line, in the unit the supplier shipped.
Erp.UI.APInvoiceEntry
AP Invoice Entry
Supplier invoices matched two-way or three-way against the order and the receipt.
Erp.UI.IssueMaterialEntry
Issue Material
Material issued to the job without looking up the sequence by hand.
Frequently Asked Questions
The order stays in review with the reason recorded. Without a matched customer Fluent skips payment terms, ship-to and shipping method entirely, because a sales order cannot be created without one. A line with no part match, or a unit the part does not carry, is flagged for verification on the draft instead of written as it stands.
Fluent AI matches customer part numbers to your product catalog using intelligent cross-referencing. It learns your customer-specific SKU mappings and handles variations in part number formats, descriptions, and naming conventions automatically.
Yes, Fluent supports bulk processing capabilities for high-volume order batches. You can forward multiple POs via email and the system processes them in parallel, creating sales orders automatically with consistent accuracy.
Fluent AI automatically identifies customers, selects the correct ship-to addresses, and applies appropriate payment terms and shipping methods based on your ERP master data and customer preferences.
Orders that need attention are flagged for review with clear explanations of what requires verification. Your team can quickly review, make adjustments, and approve before the order is created in your ERP.
An order is drafted as soon as it arrives, so your team reviews rather than keys. How quickly it reaches Epicor after that is your call: nothing posts until a person processes the draft.
Ready to Accelerate Your Order Processing?
Send us a batch of customer purchase orders, however they arrive. Our Epicor specialists will show you what an agent can post as a sales order, and what still needs your judgment.
