Questions, answered plainly.

Repetitive work around orders, documents and data moving between systems. Our first focus is emailed purchase orders. RFQs, delivery-document checks and order acknowledgements are areas we may extend into once that work is proven.

No. We work with the systems you already have. If your ERP or an existing tool already handles a workflow well, we'll tell you, rather than build something around it.

Possibly, but we check before we promise. Whether you run Business Central, Sage, Cin7, Unleashed or something else, the edition, APIs or import routes, permissions and test access are verified for your setup first. Where a safe connection isn't possible, a validated export may still help.

No. Fixed rules handle checks such as required fields, duplicates and SKU matching. AI may help read inconsistent documents, but it doesn't invent missing values, set prices or post orders. Anything with a commercial consequence goes to a person first.

We look at how often the work happens, how consistent the inputs are, what errors cost and what your systems allow. Sometimes the answer is a better process or an existing feature, not automation.

Exceptions and failures are flagged to a named person, logged and recoverable. Every workflow we design keeps a manual fallback, so the business can carry on if a step fails.

No. Procurement tools automate the purchase orders you send to suppliers. Our first focus is the other direction: purchase orders your customers email to you, which someone then re-keys as sales orders in your ERP.

Often, yes. Some ERPs now include order-capture or workflow features of their own. We check what your edition already does and recommend it where it fits, before suggesting anything custom.

With rules you can see: a cross-reference from each customer's codes to your SKUs, and the unit conversions you already use. A line that doesn't match isn't guessed. It's flagged for someone to resolve.

No. SORTD is a workflow automation and systems integration consultancy for UK distributors. We may use existing tools or build a small integration, but the aim is a workflow that fits your systems, not a new platform to adopt.