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NeatPO

Purchase order intake for Shopify

Purchase orders in. Reviewed Shopify drafts out.

Turn customer purchase orders into draft orders with product matching and checks.

Merchant review is required. Nothing is ordered, charged or sent to a buyer.

NeatPO is not listed in the Shopify App Store yet. Installation is arranged as a guided pilot, and the link above explains exactly what that involves.

File
PDF, PNG, JPG, CSV and XLSX
Required
Required on every line
Output
Shopify draft orders

Three lines from one purchase order

Sample data

Sample data, drawn from the two synthetic purchase orders used in the product tour.

SKUSH-500
DescriptionCare Shampoo 500ml
Quantity2
Unitcases
Unit price102.00
Line total204.00

Matched

Description
Care Shampoo 500ml
Quantity
2 cases
Variant
Care Shampoo / 500ml
Price source
$8.50
SKUCD-250
DescriptionDaily Conditioner 250ml
Quantity5
Unitbottles
Unit price6.00
Line total30.00

Matched

Description
Daily Conditioner 250ml
Quantity
5 bottles
Variant
Daily Conditioner / 250ml
Price source
$6.00
SKU
Descriptioncare wash large
Quantity3
Unitboxes
Unit price
Line total

Needs confirmation

Description
care wash large
Quantity
3 boxes
Variant
Unknown
Price source
  • This line has no SKU, so it has to be matched by hand.
  • This line is ordered in boxes, and no packaging rule says how many sellable units that is. The count is unknown, not guessed.

Draft order preview

File name
DEMO-1001.csv
PO number
DEMO-1001
2 line(s)
Product subtotal $234.00

Tax, shipping and the final total are decided by Shopify when the draft is built.

The third line says “care wash large”, matches no SKU and has no packaging rule, so it stops for a person. That is the behaviour, not an error.

Sample order

A real review screen with synthetic data. Two lines match exactly and one has to be resolved by hand — that is what the product normally looks like.

Sample data. This is not your store, and these products, prices and suppliers are invented.

Interactive sample

Sample data
DEMO-1001.csvSource: SamplePO number: DEMO-1001Ready to create0 unresolved blocker(s)0 warning(s) awaiting acknowledgement

As printed on the purchase order

DEMO-1001

File
DEMO-1001.csv
Currency
USD
Lines
2
Product subtotal$234.00

Tax, shipping and the final total are decided by Shopify when the draft is built.

Line items

Line 1Care Shampoo 500ml
SKUSH-500
Quantity2 cases
Unit price$102.00
Sellable units24
VariantCare Shampoo / 500ml
Price sourceShopify catalog price

Why this was suggested: Exact SKU match

Suggested matches
    Line 2Daily Conditioner 250ml

    Issues

    The action completed.

    Changes save automatically. Saving is not approving.

    Accepting every suggestion at once is not offered. Each suggestion has to be confirmed on its own line.

    What it actually does

    01

    Reads the order you were sent

    CSV, XLSX and text-layer PDFs are parsed deterministically. Where recognition is enabled, scanned pages and images are read too, and the result keeps its page number. Every field keeps the text it came from.

    02

    Matches against your real catalog

    Exact SKU first, then the aliases you confirmed, then a suggested list. Duplicate SKUs, archived variants and missing SKUs stop the line instead of picking one.

    03

    Stops where it cannot be sure

    An unknown case count, a currency it does not know or a price that disagrees with the catalog becomes a visible problem. There is no button that accepts every guess at once.

    How a line gets matched

    Checked in this order. The first three decide on their own; the last two are suggestions a person has to accept.

    1. Exact SKU matchAutomatic
    2. Alias you confirmed for this buyerAutomatic
    3. Alias you confirmed for the storeAutomatic
    4. Suggested from the product name or optionsSuggestion
    5. Suggested by model-assisted rankingSuggestion
    6. Nothing is confident: the line stops and waits for a person.

    Stated plainly

    • 01

      It creates draft orders only.

    • 02

      A person has to review and approve every document before a draft is created.

    • 03

      Supported input: PDF, PNG, JPG, CSV and XLSX.

    • 04

      Files are processed on our own servers in the deployment region, not in the browser and not on the merchant’s device.

    • 05

      Original files and intermediate results are kept for 7, 30 or 90 days, chosen by the merchant. The minimised review summary is kept for 180 days.

    • 06

      No processing-speed figure is published, because we have not measured one on real customer documents.

    Where your files go

    Files are stored in a private object store. Processing happens on our own servers in the region the deployment is configured for. Files are not used to train anything, and no file is shared between stores.

    20 MB

    Up to 20 MB per file, 30 pages and 300 product lines per document.

    7 / 30 / 90

    File retention

    180

    Files and retention

    What it works with

    File
    PDF, PNG, JPG, CSV and XLSX
    Required
    A Shopify store on a plan that allows draft orders. The app is embedded in the Shopify admin.
    Scanned pages and images
    Recognition is not enabled in this deployment, so a scanned page or a photo cannot be read. Upload a PDF with a text layer, a CSV or an XLSX.
    File retention
    Original files and intermediate results are kept for the period in Settings, then purged. The minimised review summary is kept for 180 days.

    Pricing

    One plan per store, billed monthly by Shopify. Every plan includes the same matching, rules, security and retention behaviour — only the processing volume differs.

    Starter

    $149.00

    Monthly billing only. Annual billing is not offered yet, so no annual discount is shown.

    For a first wholesale workflow or a single buyer.

    • Quantity100 processed purchase orders per billing month
    • Page1000 pages per billing month

    ≈ $1.49 per processed order at full quota

    Growth

    $299.00

    Monthly billing only. Annual billing is not offered yet, so no annual discount is shown.

    For a store processing several purchase orders a week.

    • Quantity300 processed purchase orders per billing month
    • Page3000 pages per billing month

    ≈ $1.00 per processed order at full quota

    Scale

    $499.00

    Monthly billing only. Annual billing is not offered yet, so no annual discount is shown.

    For a store running most of its order intake through the app.

    • Quantity800 processed purchase orders per billing month
    • Page8000 pages per billing month

    ≈ $0.62 per processed order at full quota

    Rules, security and retention are the same on every plan. No capability is held back for a higher tier.

    7-day trial with up to 10 successfully processed purchase orders. These are launch prices. They are subject to change and have not been validated commercially.

    Request a pilotPlan comparison

    Questions worth asking

    Request a pilotHelp centre

    support@neatpo.com

    Does it place orders?
    No. It creates a draft order. Completing, invoicing, charging, fulfilling and emailing the buyer all happen in Shopify, by you.
    What happens when a line cannot be matched?
    It stops that line and says why. You can search the catalog, pick a variant, change the quantity or unit, or mark the line unprocessable. Nothing is guessed on your behalf.
    Do you handle cases and boxes?
    Yes, once you have told us the factor. A rule such as 1 case = 12 bottles is configured per variant. Until it exists, a case count stays unknown rather than being assumed.
    What about prices that differ from my catalog?
    Both numbers are shown side by side and the difference is raised as a warning you have to acknowledge. No exchange rate is applied and no price is rewritten silently.
    Can I try it without installing?
    Yes. The sample order page walks through a real review with synthetic data, including the line that stops.
    How do I get access?
    NeatPO runs as a guided pilot while it is unlisted. Request a pilot and you get the installation steps and a test store walkthrough.
    What can it not do yet?
    It does not connect to other sales platforms, ERPs, supplier systems, customer records or your own mail servers, and it does not negotiate prices. None of that is sold as available.