2 Hours a Day Back: Purchase Orders to Invoice and Delivery Order, Automated
The result: 2 hours saved every day, zero retyping, and paperwork that is done before the owner sits down.
The problem
Every order meant three documents: a purchase order, an invoice, and a delivery order. Same customer name, same items, same amounts: typed three times. The owner did this daily, usually at the end of the day, and it took around two hours. Errors crept in when numbers were retyped. Deliveries waited on paperwork.
What we built
- PO generation: orders are turned into a purchase order in one step and sent straight to the owner's Gmail
- Auto-generated invoice and DO: once the PO is confirmed, the invoice and delivery order are created from the same data, no re-entry
- Everything in Gmail: the owner works from the inbox he already uses; nothing new to learn, no new platform
The outcome
- 2 hours a day saved: roughly 10 hours a week the owner now spends on customers and deliveries
- Fewer errors: one source of data, three documents
- Faster deliveries: the DO is ready the moment the order is confirmed
Why it works
The automation fits into tools the business already uses (Gmail, existing document templates) rather than replacing them. That is why adoption was immediate, there was nothing to switch to.
Is this right for your business?
If you generate the same information across quotes, POs, invoices and DOs, you are a candidate. Talk to us about automating your order paperwork.
Talk to us
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