The Sales Order Automation that will

never miss orders delay deliveries lose revenue

Give your sales ops teams an AI workspace that runs sales order operations from customer POs to clean SOs with humans stepping in only when exceptions matter.
Trusted by teams at
customer_jyothy_labs_logo
customer_aditya_birla_logo
customer_bikaji_logo
customer_ocean_logo
customer_chhedas_logo
customer_o2c_logo

Zero missed Customer POs

Every PO captured and tracked automatically.

Increase fill rates

Real time order and fulfilment data enables key insights to drive fill rates.

Revenue protected upfront

Order validation checks prevent downstream disputes and leakage.

We’re fixing sales order processing.

In most enterprises, customer POs arrive through emails, Excel files, portals, and multiple formats. Orders are manually checked and keyed into ERP leading to errors, deductions and revenue leakages.

AI-led PO ingestion from every channel

Finifi captures customer POs from:

  • Email inboxes

  • Bulk uploads (Excel, PDFs)

  • Modern trade, quick commerce, and e-commerce channels

  • International Orders
  • Corporate / Institutional Orders

AI auto-reads and structures PO data with high accuracy, without templates or manual entry.

Automated validations and exception-led processing

Finifi runs all sales order checks automatically. Users step in only when an exception is detected.

Validations

Validations like Rate, Case, Expiry and GST with tolerance limit

Exception Handling

Exceptions are auto-identified with clear reasons

Auto SO creation and PO lifecycle management

Post validations and exceptions, all approved POs are automatically punched as Sales Orders into ERP

In case of Amends, Finifi can automatically identify amends with reasons and prompt the user for approval.

Block inventory for booked sales orders for more streamlines fulfilment.

{“type”:”elementor”,”siteurl”:”https://finifi.io/wp-json/”,”elements”:[{“id”:”859b558″,”elType”:”widget”,”isInner”:false,”isLocked”:false,”settings”:{“text”:”PO Validations & Exception handling”,”icon_align”:”right”,”icon_indent”:{“unit”:”px”,”size”:12,”sizes”:[]},”align”:”left”,”typography_typography”:”custom”,”typography_font_family”:”Inter”,”typography_font_size”:{“unit”:”px”,”size”:16,”sizes”:[]},”typography_font_weight”:”600″,”typography_line_height”:{“unit”:”px”,”size”:14,”sizes”:[]},”button_text_color”:”#0175DE”,”background_color”:”#FFFFFF00″,”hover_color”:”#0175DE”,”button_background_hover_color”:”#FFFFFF00″,”border_border”:”solid”,”border_width”:{“unit”:”px”,”top”:”1″,”right”:”1″,”bottom”:”1″,”left”:”1″,”isLinked”:true},”border_color”:”#FFFFFF00″,”text_padding”:{“unit”:”px”,”top”:”0″,”right”:”0″,”bottom”:”0″,”left”:”0″,”isLinked”:true},”link”:{“url”:”https://finifi.io/o2c/use-cases/po-validation-exception-handling/”,”is_external”:”on”,”nofollow”:””,”custom_attributes”:””},”selected_icon”:{“value”:”fas fa-arrow-circle-right”,”library”:”fa-solid”},”border_radius”:{“unit”:”px”,”top”:”0″,”right”:”0″,”bottom”:”0″,”left”:”0″,”isLinked”:true},”_background_color_stop_tablet”:{“unit”:”%”,”size”:””,”sizes”:[]},”_background_color_stop_mobile”:{“unit”:”%”,”size”:””,”sizes”:[]},”_background_color_b_stop_tablet”:{“unit”:”%”,”size”:””,”sizes”:[]},”_background_color_b_stop_mobile”:{“unit”:”%”,”size”:””,”sizes”:[]},”_background_gradient_angle_tablet”:{“unit”:”deg”,”size”:””,”sizes”:[]},”_background_gradient_angle_mobile”:{“unit”:”deg”,”size”:””,”sizes”:[]},”_background_hover_color_stop_tablet”:{“unit”:”%”,”size”:””,”sizes”:[]},”_background_hover_color_stop_mobile”:{“unit”:”%”,”size”:””,”sizes”:[]},”_background_hover_color_b_stop_tablet”:{“unit”:”%”,”size”:””,”sizes”:[]},”_background_hover_color_b_stop_mobile”:{“unit”:”%”,”size”:””,”sizes”:[]},”_background_hover_gradient_angle_tablet”:{“unit”:”deg”,”size”:””,”sizes”:[]},”_background_hover_gradient_angle_mobile”:{“unit”:”deg”,”size”:””,”sizes”:[]},”typography_font_size_tablet”:{“unit”:”px”,”size”:15,”sizes”:[]},”text_padding_tablet”:{“unit”:”px”,”top”:”0″,”right”:”0″,”bottom”:”0″,”left”:”0″,”isLinked”:true},”align_mobile”:”left”,”text_padding_mobile”:{“unit”:”px”,”top”:”0″,”right”:”0″,”bottom”:”0″,”left”:”0″,”isLinked”:false},”_margin”:{“unit”:”px”,”top”:”0″,”right”:”0″,”bottom”:”0″,”left”:”0″,”isLinked”:false},”_padding”:{“unit”:”px”,”top”:”0″,”right”:”0″,”bottom”:”0″,”left”:”0″,”isLinked”:false},”_padding_mobile”:{“unit”:”px”,”top”:”0″,”right”:”0″,”bottom”:”0″,”left”:”0″,”isLinked”:false},”button_type”:””,”size”:”sm”,”button_css_id”:””,”align_tablet”:””,”content_align”:””,”content_align_tablet”:””,”content_align_mobile”:””,”typography_font_size_mobile”:{“unit”:”px”,”size”:””,”sizes”:[]},”typography_text_transform”:””,”typography_font_style”:””,”typography_text_decoration”:””,”typography_line_height_tablet”:{“unit”:”em”,”size”:””,”sizes”:[]},”typography_line_height_mobile”:{“unit”:”em”,”size”:””,”sizes”:[]},”typography_letter_spacing”:{“unit”:”px”,”size”:””,”sizes”:[]},”typography_letter_spacing_tablet”:{“unit”:”px”,”size”:””,”sizes”:[]},”typography_letter_spacing_mobile”:{“unit”:”px”,”size”:””,”sizes”:[]},”typography_word_spacing”:{“unit”:”px”,”size”:””,”sizes”:[]},”typography_word_spacing_tablet”:{“unit”:”em”,”size”:””,”sizes”:[]},”typography_word_spacing_mobile”:{“unit”:”em”,”size”:””,”sizes”:[]},”text_shadow_text_shadow_type”:””,”text_shadow_text_shadow”:{“horizontal”:0,”vertical”:0,”blur”:10,”color”:”rgba(0,0,0,0.3)”},”background_background”:”classic”,”background_color_stop”:{“unit”:”%”,”size”:0,”sizes”:[]},”background_color_stop_tablet”:{“unit”:”%”},”background_color_stop_mobile”:{“unit”:”%”},”background_color_b”:”#f2295b”,”background_color_b_stop”:{“unit”:”%”,”size”:100,”sizes”:[]},”background_color_b_stop_tablet”:{“unit”:”%”},”background_color_b_stop_mobile”:{“unit”:”%”},”background_gradient_type”:”linear”,”background_gradient_angle”:{“unit”:”deg”,”size”:180,”sizes”:[]},”background_gradient_angle_tablet”:{“unit”:”deg”},”background_gradient_angle_mobile”:{“unit”:”deg”},”background_gradient_position”:”center center”,”background_gradient_position_tablet”:””,”background_gradient_position_mobile”:””,”background_position”:””,”background_position_tablet”:””,”background_position_mobile”:””,”background_xpos”:{“unit”:”px”,”size”:0,”sizes”:[]},”background_xpos_tablet”:{“unit”:”px”,”size”:0,”sizes”:[]},”background_xpos_mobile”:{“unit”:”px”,”size”:0,”sizes”:[]},”background_ypos”:{“unit”:”px”,”size”:0,”sizes”:[]},”background_ypos_tablet”:{“unit”:”px”,”size”:0,”sizes”:[]},”background_ypos_mobile”:{“unit”:”px”,”size”:0,”sizes”:[]},”background_attachment”:””,”background_repeat”:””,”background_repeat_tablet”:””,”background_repeat_mobile”:””,”background_size”:””,”background_size_tablet”:””,”background_size_mobile”:””,”background_bg_width”:{“unit”:”%”,”size”:100,”sizes”:[]},”background_bg_width_tablet”:{“unit”:”px”,”size”:””,”sizes”:[]},”background_bg_width_mobile”:{“unit”:”px”,”size”:””,”sizes”:[]},”background_video_link”:””,”background_video_start”:””,”background_video_end”:””,”background_play_once”:””,”background_play_on_mobile”:””,”background_privacy_mode”:””,”background_video_fallback”:{“url”:””,”id”:””,”size”:””},”background_slideshow_gallery”:[],”background_slideshow_loop”:”yes”,”background_slideshow_slide_duration”:5000,”background_slideshow_slide_transition”:”fade”,”background_slideshow_transition_duration”:500,”background_slideshow_background_size”:””,”background_slideshow_background_size_tablet”:””,”background_slideshow_background_size_mobile”:””,”background_slideshow_background_position”:””,”background_slideshow_background_position_tablet”:””,”background_slideshow_background_position_mobile”:””,”background_slideshow_lazyload”:””,”background_slideshow_ken_burns”:””,”background_slideshow_ken_burns_zoom_direction”:”in”,”button_box_shadow_box_shadow_type”:””,”button_box_shadow_box_shadow”:{“horizontal”:0,”vertical”:0,”blur”:10,”spread”:0,”color”:”rgba(0,0,0,0.5)”},”button_box_shadow_box_shadow_position”:” “,”button_background_hover_background”:”classic”,”button_background_hover_color_stop”:{“unit”:”%”,”size”:0,”sizes”:[]},”button_background_hover_color_stop_tablet”:{“unit”:”%”},”button_background_hover_color_stop_mobile”:{“unit”:”%”},”button_background_hover_color_b”:”#f2295b”,”button_background_hover_color_b_stop”:{“unit”:”%”,”size”:100,”sizes”:[]},”button_background_hover_color_b_stop_tablet”:{“unit”:”%”},”button_background_hover_color_b_stop_mobile”:{“unit”:”%”},”button_background_hover_gradient_type”:”linear”,”button_background_hover_gradient_angle”:{“unit”:”deg”,”size”:180,”sizes”:[]},”button_background_hover_gradient_angle_tablet”:{“unit”:”deg”},”button_background_hover_gradient_angle_mobile”:{“unit”:”deg”},”button_background_hover_gradient_position”:”center center”,”button_background_hover_gradient_position_tablet”:””,”button_background_hover_gradient_position_mobile”:””,”button_background_hover_position”:””,”button_background_hover_position_tablet”:””,”button_background_hover_position_mobile”:””,”button_background_hover_xpos”:{“unit”:”px”,”size”:0,”sizes”:[]},”button_background_hover_xpos_tablet”:{“unit”:”px”,”size”:0,”sizes”:[]},”button_background_hover_xpos_mobile”:{“unit”:”px”,”size”:0,”sizes”:[]},”button_background_hover_ypos”:{“unit”:”px”,”size”:0,”sizes”:[]},”button_background_hover_ypos_tablet”:{“unit”:”px”,”size”:0,”sizes”:[]},”button_background_hover_ypos_mobile”:{“unit”:”px”,”size”:0,”sizes”:[]},”button_background_hover_attachment”:””,”button_background_hover_repeat”:””,”button_background_hover_repeat_tablet”:””,”button_background_hover_repeat_mobile”:””,”button_background_hover_size”:””,”button_background_hover_size_tablet”:””,”button_background_hover_size_mobile”:””,”button_background_hover_bg_width”:{“unit”:”%”,”size”:100,”sizes”:[]},”button_background_hover_bg_width_tablet”:{“unit”:”px”,”size”:””,”sizes”:[]},”button_background_hover_bg_width_mobile”:{“unit”:”px”,”size”:””,”sizes”:[]},”button_background_hover_video_link”:””,”button_background_hover_video_start”:””,”button_background_hover_video_end”:””,”button_background_hover_play_once”:””,”button_background_hover_play_on_mobile”:””,”button_background_hover_privacy_mode”:””,”button_background_hover_video_fallback”:{“url”:””,”id”:””,”size”:””},”button_background_hover_slideshow_gallery”:[],”button_background_hover_slideshow_loop”:”yes”,”button_background_hover_slideshow_slide_duration”:5000,”button_background_hover_slideshow_slide_transition”:”fade”,”button_background_hover_slideshow_transition_duration”:500,”button_background_hover_slideshow_background_size”:””,”button_background_hover_slideshow_background_size_tablet”:””,”button_background_hover_slideshow_background_size_mobile”:””,”button_background_hover_slideshow_background_position”:””,”button_background_hover_slideshow_background_position_tablet”:””,”button_background_hover_slideshow_background_position_mobile”:””,”button_background_hover_slideshow_lazyload”:””,”button_background_hover_slideshow_ken_burns”:””,”button_background_hover_slideshow_ken_burns_zoom_direction”:”in”,”button_hover_border_color”:””,”button_hover_box_shadow_box_shadow_type”:””,”button_hover_box_shadow_box_shadow”:{“horizontal”:0,”vertical”:0,”blur”:10,”spread”:0,”color”:”rgba(0,0,0,0.5)”},”button_hover_box_shadow_box_shadow_position”:” “,”button_hover_transition_duration”:{“unit”:”s”,”size”:””,”sizes”:[]},”hover_animation”:””,”border_width_tablet”:{“unit”:”px”,”top”:””,”right”:””,”bottom”:””,”left”:””,”isLinked”:true},”border_width_mobile”:{“unit”:”px”,”top”:””,”right”:””,”bottom”:””,”left”:””,”isLinked”:true},”border_radius_tablet”:{“unit”:”px”,”top”:””,”right”:””,”bottom”:””,”left”:””,”isLinked”:true},”border_radius_mobile”:{“unit”:”px”,”top”:””,”right”:””,”bottom”:””,”left”:””,”isLinked”:true},”_title”:””,”_margin_tablet”:{“unit”:”px”,”top”:””,”right”:””,”bottom”:””,”left”:””,”isLinked”:true},”_margin_mobile”:{“unit”:”px”,”top”:””,”right”:””,”bottom”:””,”left”:””,”isLinked”:true},”_padding_tablet”:{“unit”:”px”,”top”:””,”right”:””,”bottom”:””,”left”:””,”isLinked”:true},”_element_width”:””,”_element_width_tablet”:””,”_element_width_mobile”:””,”_element_custom_width”:{“unit”:”%”,”size”:””,”sizes”:[]},”_element_custom_width_tablet”:{“unit”:”px”,”size”:””,”sizes”:[]},”_element_custom_width_mobile”:{“unit”:”px”,”size”:””,”sizes”:[]},”_grid_column”:””,”_grid_column_tablet”:””,”_grid_column_mobile”:””,”_grid_column_custom”:””,”_grid_column_custom_tablet”:””,”_grid_column_custom_mobile”:””,”_grid_row”:””,”_grid_row_tablet”:””,”_grid_row_mobile”:””,”_grid_row_custom”:””,”_grid_row_custom_tablet”:””,”_grid_row_custom_mobile”:””,”_flex_align_self”:””,”_flex_align_self_tablet”:””,”_flex_align_self_mobile”:””,”_flex_order”:””,”_flex_order_tablet”:””,”_flex_order_mobile”:””,”_flex_order_custom”:””,”_flex_order_custom_tablet”:””,”_flex_order_custom_mobile”:””,”_flex_size”:””,”_flex_size_tablet”:””,”_flex_size_mobile”:””,”_flex_grow”:1,”_flex_grow_tablet”:””,”_flex_grow_mobile”:””,”_flex_shrink”:1,”_flex_shrink_tablet”:””,”_flex_shrink_mobile”:””,”_element_vertical_align”:””,”_element_vertical_align_tablet”:””,”_element_vertical_align_mobile”:””,”_position”:””,”_offset_orientation_h”:”start”,”_offset_x”:{“unit”:”px”,”size”:0,”sizes”:[]},”_offset_x_tablet”:{“unit”:”px”,”size”:””,”sizes”:[]},”_offset_x_mobile”:{“unit”:”px”,”size”:””,”sizes”:[]},”_offset_x_end”:{“unit”:”px”,”size”:0,”sizes”:[]},”_offset_x_end_tablet”:{“unit”:”px”,”size”:””,”sizes”:[]},”_offset_x_end_mobile”:{“unit”:”px”,”size”:””,”sizes”:[]},”_offset_orientation_v”:”start”,”_offset_y”:{“unit”:”px”,”size”:0,”sizes”:[]},”_offset_y_tablet”:{“unit”:”px”,”size”:””,”sizes”:[]},”_offset_y_mobile”:{“unit”:”px”,”size”:””,”sizes”:[]},”_offset_y_end”:{“unit”:”px”,”size”:0,”sizes”:[]},”_offset_y_end_tablet”:{“unit”:”px”,”size”:””,”sizes”:[]},”_offset_y_end_mobile”:{“unit”:”px”,”size”:””,”sizes”:[]},”_z_index”:””,”_z_index_tablet”:””,”_z_index_mobile”:””,”_element_id”:””,”_css_classes”:””,”e_display_conditions”:””,”_element_cache”:””,”motion_fx_motion_fx_scrolling”:””,”motion_fx_translateY_effect”:””,”motion_fx_translateY_direction”:””,”motion_fx_translateY_speed”:{“unit”:”px”,”size”:4,”sizes”:[]},”motion_fx_translateY_affectedRange”:{“unit”:”%”,”size”:””,”sizes”:{“start”:0,”end”:100}},”motion_fx_translateX_effect”:””,”motion_fx_translateX_direction”:””,”motion_fx_translateX_speed”:{“unit”:”px”,”size”:4,”sizes”:[]},”motion_fx_translateX_affectedRange”:{“unit”:”%”,”size”:””,”sizes”:{“start”:0,”end”:100}},”motion_fx_opacity_effect”:””,”motion_fx_opacity_direction”:”out-in”,”motion_fx_opacity_level”:{“unit”:”px”,”size”:10,”sizes”:[]},”motion_fx_opacity_range”:{“unit”:”%”,”size”:””,”sizes”:{“start”:20,”end”:80}},”motion_fx_blur_effect”:””,”motion_fx_blur_direction”:”out-in”,”motion_fx_blur_level”:{“unit”:”px”,”size”:7,”sizes”:[]},”motion_fx_blur_range”:{“unit”:”%”,”size”:””,”sizes”:{“start”:20,”end”:80}},”motion_fx_rotateZ_effect”:””,”motion_fx_rotateZ_direction”:””,”motion_fx_rotateZ_speed”:{“unit”:”px”,”size”:1,”sizes”:[]},”motion_fx_rotateZ_affectedRange”:{“unit”:”%”,”size”:””,”sizes”:{“start”:0,”end”:100}},”motion_fx_scale_effect”:””,”motion_fx_scale_direction”:”out-in”,”motion_fx_scale_speed”:{“unit”:”px”,”size”:4,”sizes”:[]},”motion_fx_scale_range”:{“unit”:”%”,”size”:””,”sizes”:{“start”:20,”end”:80}},”motion_fx_transform_origin_x”:”center”,”motion_fx_transform_origin_y”:”center”,”motion_fx_devices”:[“desktop”,”tablet”,”mobile”],”motion_fx_range”:””,”motion_fx_motion_fx_mouse”:””,”motion_fx_mouseTrack_effect”:””,”motion_fx_mouseTrack_direction”:””,”motion_fx_mouseTrack_speed”:{“unit”:”px”,”size”:1,”sizes”:[]},”motion_fx_tilt_effect”:””,”motion_fx_tilt_direction”:””,”motion_fx_tilt_speed”:{“unit”:”px”,”size”:4,”sizes”:[]},”handle_motion_fx_asset_loading”:””,”sticky”:””,”sticky_on”:[“desktop”,”tablet”,”mobile”],”sticky_offset”:0,”sticky_offset_tablet”:””,”sticky_offset_mobile”:””,”sticky_effects_offset”:0,”sticky_effects_offset_tablet”:””,”sticky_effects_offset_mobile”:””,”sticky_anchor_link_offset”:0,”sticky_anchor_link_offset_tablet”:””,”sticky_anchor_link_offset_mobile”:””,”sticky_parent”:””,”_animation”:””,”_animation_tablet”:””,”_animation_mobile”:””,”animation_duration”:””,”_animation_delay”:””,”_transform_rotate_popover”:””,”_transform_rotateZ_effect”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_rotateZ_effect_tablet”:{“unit”:”deg”,”size”:””,”sizes”:[]},”_transform_rotateZ_effect_mobile”:{“unit”:”deg”,”size”:””,”sizes”:[]},”_transform_rotate_3d”:””,”_transform_rotateX_effect”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_rotateX_effect_tablet”:{“unit”:”deg”,”size”:””,”sizes”:[]},”_transform_rotateX_effect_mobile”:{“unit”:”deg”,”size”:””,”sizes”:[]},”_transform_rotateY_effect”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_rotateY_effect_tablet”:{“unit”:”deg”,”size”:””,”sizes”:[]},”_transform_rotateY_effect_mobile”:{“unit”:”deg”,”size”:””,”sizes”:[]},”_transform_perspective_effect”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_perspective_effect_tablet”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_perspective_effect_mobile”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_translate_popover”:””,”_transform_translateX_effect”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_translateX_effect_tablet”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_translateX_effect_mobile”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_translateY_effect”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_translateY_effect_tablet”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_translateY_effect_mobile”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_scale_popover”:””,”_transform_keep_proportions”:”yes”,”_transform_scale_effect”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_scale_effect_tablet”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_scale_effect_mobile”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_scaleX_effect”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_scaleX_effect_tablet”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_scaleX_effect_mobile”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_scaleY_effect”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_scaleY_effect_tablet”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_scaleY_effect_mobile”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_skew_popover”:””,”_transform_skewX_effect”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_skewX_effect_tablet”:{“unit”:”deg”,”size”:””,”sizes”:[]},”_transform_skewX_effect_mobile”:{“unit”:”deg”,”size”:””,”sizes”:[]},”_transform_skewY_effect”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_skewY_effect_tablet”:{“unit”:”deg”,”size”:””,”sizes”:[]},”_transform_skewY_effect_mobile”:{“unit”:”deg”,”size”:””,”sizes”:[]},”_transform_flipX_effect”:””,”_transform_flipY_effect”:””,”_transform_rotate_popover_hover”:””,”_transform_rotateZ_effect_hover”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_rotateZ_effect_hover_tablet”:{“unit”:”deg”,”size”:””,”sizes”:[]},”_transform_rotateZ_effect_hover_mobile”:{“unit”:”deg”,”size”:””,”sizes”:[]},”_transform_rotate_3d_hover”:””,”_transform_rotateX_effect_hover”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_rotateX_effect_hover_tablet”:{“unit”:”deg”,”size”:””,”sizes”:[]},”_transform_rotateX_effect_hover_mobile”:{“unit”:”deg”,”size”:””,”sizes”:[]},”_transform_rotateY_effect_hover”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_rotateY_effect_hover_tablet”:{“unit”:”deg”,”size”:””,”sizes”:[]},”_transform_rotateY_effect_hover_mobile”:{“unit”:”deg”,”size”:””,”sizes”:[]},”_transform_perspective_effect_hover”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_perspective_effect_hover_tablet”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_perspective_effect_hover_mobile”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_translate_popover_hover”:””,”_transform_translateX_effect_hover”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_translateX_effect_hover_tablet”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_translateX_effect_hover_mobile”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_translateY_effect_hover”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_translateY_effect_hover_tablet”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_translateY_effect_hover_mobile”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_scale_popover_hover”:””,”_transform_keep_proportions_hover”:”yes”,”_transform_scale_effect_hover”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_scale_effect_hover_tablet”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_scale_effect_hover_mobile”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_scaleX_effect_hover”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_scaleX_effect_hover_tablet”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_scaleX_effect_hover_mobile”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_scaleY_effect_hover”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_scaleY_effect_hover_tablet”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_scaleY_effect_hover_mobile”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_skew_popover_hover”:””,”_transform_skewX_effect_hover”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_skewX_effect_hover_tablet”:{“unit”:”deg”,”size”:””,”sizes”:[]},”_transform_skewX_effect_hover_mobile”:{“unit”:”deg”,”size”:””,”sizes”:[]},”_transform_skewY_effect_hover”:{“unit”:”px”,”size”:””,”sizes”:[]},”_transform_skewY_effect_hover_tablet”:{“unit”:”deg”,”size”:””,”sizes”:[]},”_transform_skewY_effect_hover_mobile”:{“unit”:”deg”,”size”:””,”sizes”:[]},”_transform_flipX_effect_hover”:””,”_transform_flipY_effect_hover”:””,”_transform_transition_hover”:{“unit”:”px”,”size”:””,”sizes”:[]},”motion_fx_transform_x_anchor_point”:””,”motion_fx_transform_x_anchor_point_tablet”:””,”motion_fx_transform_x_anchor_point_mobile”:””,”motion_fx_transform_y_anchor_point”:””,”motion_fx_transform_y_anchor_point_tablet”:””,”motion_fx_transform_y_anchor_point_mobile”:””,”_background_background”:””,”_background_color”:””,”_background_color_stop”:{“unit”:”%”,”size”:0,”sizes”:[]},”_background_color_b”:”#f2295b”,”_background_color_b_stop”:{“unit”:”%”,”size”:100,”sizes”:[]},”_background_gradient_type”:”linear”,”_background_gradient_angle”:{“unit”:”deg”,”size”:180,”sizes”:[]},”_background_gradient_position”:”center center”,”_background_gradient_position_tablet”:””,”_background_gradient_position_mobile”:””,”_background_image”:{“url”:””,”id”:””,”size”:””},”_background_image_tablet”:{“url”:””,”id”:””,”size”:””},”_background_image_mobile”:{“url”:””,”id”:””,”size”:””},”_background_position”:””,”_background_position_tablet”:””,”_background_position_mobile”:””,”_background_xpos”:{“unit”:”px”,”size”:0,”sizes”:[]},”_background_xpos_tablet”:{“unit”:”px”,”size”:0,”sizes”:[]},”_background_xpos_mobile”:{“unit”:”px”,”size”:0,”sizes”:[]},”_background_ypos”:{“unit”:”px”,”size”:0,”sizes”:[]},”_background_ypos_tablet”:{“unit”:”px”,”size”:0,”sizes”:[]},”_background_ypos_mobile”:{“unit”:”px”,”size”:0,”sizes”:[]},”_background_attachment”:””,”_background_repeat”:””,”_background_repeat_tablet”:””,”_background_repeat_mobile”:””,”_background_size”:””,”_background_size_tablet”:””,”_background_size_mobile”:””,”_background_bg_width”:{“unit”:”%”,”size”:100,”sizes”:[]},”_background_bg_width_tablet”:{“unit”:”px”,”size”:””,”sizes”:[]},”_background_bg_width_mobile”:{“unit”:”px”,”size”:””,”sizes”:[]},”_background_video_link”:””,”_background_video_start”:””,”_background_video_end”:””,”_background_play_once”:””,”_background_play_on_mobile”:””,”_background_privacy_mode”:””,”_background_video_fallback”:{“url”:””,”id”:””,”size”:””},”_background_slideshow_gallery”:[],”_background_slideshow_loop”:”yes”,”_background_slideshow_slide_duration”:5000,”_background_slideshow_slide_transition”:”fade”,”_background_slideshow_transition_duration”:500,”_background_slideshow_background_size”:””,”_background_slideshow_background_size_tablet”:””,”_background_slideshow_background_size_mobile”:””,”_background_slideshow_background_position”:””,”_background_slideshow_background_position_tablet”:””,”_background_slideshow_background_position_mobile”:””,”_background_slideshow_lazyload”:””,”_background_slideshow_ken_burns”:””,”_background_slideshow_ken_burns_zoom_direction”:”in”,”_background_hover_background”:””,”_background_hover_color”:””,”_background_hover_color_stop”:{“unit”:”%”,”size”:0,”sizes”:[]},”_background_hover_color_b”:”#f2295b”,”_background_hover_color_b_stop”:{“unit”:”%”,”size”:100,”sizes”:[]},”_background_hover_gradient_type”:”linear”,”_background_hover_gradient_angle”:{“unit”:”deg”,”size”:180,”sizes”:[]},”_background_hover_gradient_position”:”center center”,”_background_hover_gradient_position_tablet”:””,”_background_hover_gradient_position_mobile”:””,”_background_hover_image”:{“url”:””,”id”:””,”size”:””},”_background_hover_image_tablet”:{“url”:””,”id”:””,”size”:””},”_background_hover_image_mobile”:{“url”:””,”id”:””,”size”:””},”_background_hover_position”:””,”_background_hover_position_tablet”:””,”_background_hover_position_mobile”:””,”_background_hover_xpos”:{“unit”:”px”,”size”:0,”sizes”:[]},”_background_hover_xpos_tablet”:{“unit”:”px”,”size”:0,”sizes”:[]},”_background_hover_xpos_mobile”:{“unit”:”px”,”size”:0,”sizes”:[]},”_background_hover_ypos”:{“unit”:”px”,”size”:0,”sizes”:[]},”_background_hover_ypos_tablet”:{“unit”:”px”,”size”:0,”sizes”:[]},”_background_hover_ypos_mobile”:{“unit”:”px”,”size”:0,”sizes”:[]},”_background_hover_attachment”:””,”_background_hover_repeat”:””,”_background_hover_repeat_tablet”:””,”_background_hover_repeat_mobile”:””,”_background_hover_size”:””,”_background_hover_size_tablet”:””,”_background_hover_size_mobile”:””,”_background_hover_bg_width”:{“unit”:”%”,”size”:100,”sizes”:[]},”_background_hover_bg_width_tablet”:{“unit”:”px”,”size”:””,”sizes”:[]},”_background_hover_bg_width_mobile”:{“unit”:”px”,”size”:””,”sizes”:[]},”_background_hover_video_link”:””,”_background_hover_video_start”:””,”_background_hover_video_end”:””,”_background_hover_play_once”:””,”_background_hover_play_on_mobile”:””,”_background_hover_privacy_mode”:””,”_background_hover_video_fallback”:{“url”:””,”id”:””,”size”:””},”_background_hover_slideshow_gallery”:[],”_background_hover_slideshow_loop”:”yes”,”_background_hover_slideshow_slide_duration”:5000,”_background_hover_slideshow_slide_transition”:”fade”,”_background_hover_slideshow_transition_duration”:500,”_background_hover_slideshow_background_size”:””,”_background_hover_slideshow_background_size_tablet”:””,”_background_hover_slideshow_background_size_mobile”:””,”_background_hover_slideshow_background_position”:””,”_background_hover_slideshow_background_position_tablet”:””,”_background_hover_slideshow_background_position_mobile”:””,”_background_hover_slideshow_lazyload”:””,”_background_hover_slideshow_ken_burns”:””,”_background_hover_slideshow_ken_burns_zoom_direction”:”in”,”_background_hover_transition”:{“unit”:”px”,”size”:””,”sizes”:[]},”_border_border”:””,”_border_width”:{“unit”:”px”,”top”:””,”right”:””,”bottom”:””,”left”:””,”isLinked”:true},”_border_width_tablet”:{“unit”:”px”,”top”:””,”right”:””,”bottom”:””,”left”:””,”isLinked”:true},”_border_width_mobile”:{“unit”:”px”,”top”:””,”right”:””,”bottom”:””,”left”:””,”isLinked”:true},”_border_color”:””,”_border_radius”:{“unit”:”px”,”top”:””,”right”:””,”bottom”:””,”left”:””,”isLinked”:true},”_border_radius_tablet”:{“unit”:”px”,”top”:””,”right”:””,”bottom”:””,”left”:””,”isLinked”:true},”_border_radius_mobile”:{“unit”:”px”,”top”:””,”right”:””,”bottom”:””,”left”:””,”isLinked”:true},”_box_shadow_box_shadow_type”:””,”_box_shadow_box_shadow”:{“horizontal”:0,”vertical”:0,”blur”:10,”spread”:0,”color”:”rgba(0,0,0,0.5)”},”_box_shadow_box_shadow_position”:” “,”_border_hover_border”:””,”_border_hover_width”:{“unit”:”px”,”top”:””,”right”:””,”bottom”:””,”left”:””,”isLinked”:true},”_border_hover_width_tablet”:{“unit”:”px”,”top”:””,”right”:””,”bottom”:””,”left”:””,”isLinked”:true},”_border_hover_width_mobile”:{“unit”:”px”,”top”:””,”right”:””,”bottom”:””,”left”:””,”isLinked”:true},”_border_hover_color”:””,”_border_radius_hover”:{“unit”:”px”,”top”:””,”right”:””,”bottom”:””,”left”:””,”isLinked”:true},”_border_radius_hover_tablet”:{“unit”:”px”,”top”:””,”right”:””,”bottom”:””,”left”:””,”isLinked”:true},”_border_radius_hover_mobile”:{“unit”:”px”,”top”:””,”right”:””,”bottom”:””,”left”:””,”isLinked”:true},”_box_shadow_hover_box_shadow_type”:””,”_box_shadow_hover_box_shadow”:{“horizontal”:0,”vertical”:0,”blur”:10,”spread”:0,”color”:”rgba(0,0,0,0.5)”},”_box_shadow_hover_box_shadow_position”:” “,”_border_hover_transition”:{“unit”:”px”,”size”:””,”sizes”:[]},”_mask_switch”:””,”_mask_shape”:”circle”,”_mask_image”:{“url”:””,”id”:””,”size”:””},”_mask_image_tablet”:{“url”:””,”id”:””,”size”:””},”_mask_image_mobile”:{“url”:””,”id”:””,”size”:””},”_mask_size”:”contain”,”_mask_size_tablet”:””,”_mask_size_mobile”:””,”_mask_size_scale”:{“unit”:”%”,”size”:100,”sizes”:[]},”_mask_size_scale_tablet”:{“unit”:”px”,”size”:””,”sizes”:[]},”_mask_size_scale_mobile”:{“unit”:”px”,”size”:””,”sizes”:[]},”_mask_position”:”center center”,”_mask_position_tablet”:””,”_mask_position_mobile”:””,”_mask_position_x”:{“unit”:”%”,”size”:0,”sizes”:[]},”_mask_position_x_tablet”:{“unit”:”px”,”size”:””,”sizes”:[]},”_mask_position_x_mobile”:{“unit”:”px”,”size”:””,”sizes”:[]},”_mask_position_y”:{“unit”:”%”,”size”:0,”sizes”:[]},”_mask_position_y_tablet”:{“unit”:”px”,”size”:””,”sizes”:[]},”_mask_position_y_mobile”:{“unit”:”px”,”size”:””,”sizes”:[]},”_mask_repeat”:”no-repeat”,”_mask_repeat_tablet”:””,”_mask_repeat_mobile”:””,”hide_desktop”:””,”hide_tablet”:””,”hide_mobile”:””,”_attributes”:””,”custom_css”:””},”defaultEditSettings”:{“defaultEditRoute”:”content”},”interactions”:{},”elements”:[],”widgetType”:”button”,”editSettings”:{“defaultEditRoute”:”content”,”panel”:{“activeTab”:”content”,”activeSection”:”section_button”}},”htmlCache”:”\t\t<div class=\”elementor-widget-container\”>\n\t\t\t\t\t\t\t\t\t<div class=\”elementor-button-wrapper\”>\n\t\t\t\t\t<a class=\”elementor-button elementor-button-link elementor-size-sm\” href=\”https://finifi.io/o2c/use-cases/po-validation-exception-handling/\” target=\”_blank\”>\n\t\t\t\t\t\t<span class=\”elementor-button-content-wrapper\”>\n\t\t\t\t\t\t<span class=\”elementor-button-icon\”>\n\t\t\t\t<svg aria-hidden=\”true\” class=\”e-font-icon-svg e-fas-arrow-circle-right\” viewBox=\”0 0 512 512\” xmlns=\”http://www.w3.org/2000/svg\”><path d=\”M256 8c137 0 248 111 248 248S393 504 256 504 8 393 8 256 119 8 256 8zm-28.9 143.6l75.5 72.4H120c-13.3 0-24 10.7-24 24v16c0 13.3 10.7 24 24 24h182.6l-75.5 72.4c-9.7 9.3-9.9 24.8-.4 34.3l11 10.9c9.4 9.4 24.6 9.4 33.9 0L404.3 273c9.4-9.4 9.4-24.6 0-33.9L271.6 106.3c-9.4-9.4-24.6-9.4-33.9 0l-11 10.9c-9.5 9.6-9.3 25.1.4 34.4z\”></path></svg>\t\t\t</span>\n\t\t\t\t\t\t\t\t\t<span class=\”elementor-button-text\”>PO Validations &amp; Exception handling</span>\n\t\t\t\t\t</span>\n\t\t\t\t\t</a>\n\t\t\t\t</div>\n\t\t\t\t\t\t\t\t</div>\n\t\t”}]}Swap items which are out of stock or inactive

Fulfilment tracking and visibility

Invoice ingestion and fulfilment markers:

  • Direct and Indirect (distribution led) fulfilment tracking
  • Capture invoices to track fulfilment against orders
  • Identify full vs partial fulfilment
  • Keep open POs visible until closure

Partial Fulfilment

Handle open POs with multple fulfilments and appointments

Channel Head View

Channel head view of fulfilment status and bottlenecks

GRN ingestion and automation

Finifi closes the loop on fulfilment.

  • Capture GRNs from customers

  • Map GRNs to invoices and orders

  • Track GRN status and discrepancies

This ensures fulfilment and revenue are reconciled cleanly.

Go live with an outcome-
led approach

Fast value realisation by driving outcomes, go live in less than 2 weeks.
Integrated with:

Sales Order Questions Answered.

Finifi’s sales order automation starts at customer PO ingestion. Customer POs are captured from emails, files, and channels, auto-read by AI, validated against commercial and operational rules, and converted into sales orders automatically.

Users intervene only when an exception is detected. Clean orders flow straight into ERP without manual entry.

Yes. Finifi captures customer POs across modern trade, quick commerce, and e-commerce channels.

POs can be ingested from:

  • Email inboxes

  • Excel and PDF uploads

  • Channel-specific formats

The system standardises all formats into a single structured workflow.

Pricing, base rates, margins, and tax checks are enforced before sales orders are created.

Finifi automatically validates:

  • Agreed rates within tolerance

  • Margin thresholds

  • Tax structure and customer GST

  • Distributor and customer mappings

Any deviation is flagged as an exception before revenue is booked.

Finifi runs all validations automatically and surfaces only real exceptions.

For each exception:

  • The system identifies the issue and reason

  • Context and suggested action are prepared upfront

  • Users approve, amend, or reject with minimal effort

There is no manual investigation or data rework.

Yes. Finifi automatically identifies PO amendments and prepares them with clear reasons for approval.

The system also supports:

  • Partial fulfilment tracking

  • Open PO visibility until closure

  • Auto PO closure once fulfilment is complete

All changes remain fully traceable.

Finifi tracks fulfilment by ingesting invoices and mapping them to sales orders.

The system:

  • Marks fulfilment status automatically

  • Identifies partial vs complete fulfilment

  • Keeps open POs visible

Channel-level views give sales and operations teams full visibility into execution.

Finifi captures GRNs from customers and maps them to invoices and orders.

This allows enterprises to:

  • Track GRN status centrally

  • Identify mismatches early

  • Close fulfilment loops cleanly

GRN data becomes part of the same order-to-cash workflow.

Most enterprises go live on Finifi Sales Order Automation in under two weeks.

Teams typically start with PO ingestion and SO creation, then expand to validations, fulfilment tracking, and GRN automation without disrupting ongoing operations.

Sales order automation built for enterprise scale