Does it read the email body, or only attachments?
Both. PDF to Order reads PDF and image attachments, Excel and CSV files, and the order typed directly into the body of the email.
Use case
Order emails into Shopify, automatically
Some accounts attach a purchase order. Some type the order into the email body. Some forward a spreadsheet their planner exported. All of it is an order, and all of it currently lands on a person.
What is email order automation?
Email is still how most wholesale and B2B customers send their orders. They reply to a thread, attach a PDF, photograph an order sheet, or paste a list into the body, every customer a little different. Handling it usually means someone in the office opening each email and re-typing the order into Shopify by hand. Email order automation removes that step. LevelOps reads the order out of the email, body text, PDF, scanned image or spreadsheet, matches each line to your Shopify products and the customer price list, and creates a draft order the office reviews. Customers keep emailing exactly the way they always have.
Six reasons emailed orders slow you down
Getting an order from the inbox into Shopify is where the time and the mistakes pile up.
Re-keying the inbox
Someone opens each order email and types it into Shopify line by line.
Every email is different
Body text, PDF, photo, spreadsheet, no two customers send the same way.
Orders buried in the inbox
Order emails mix in with everything else and wait to be noticed.
Transcription errors
Hand-typing SKUs and quantities from an email drops digits and whole lines.
Slow turnaround
Orders sit until someone at the office has time to enter them.
Pricing from memory
Whoever keys the order looks up pricing by hand instead of the customer list.
Four steps, from inbox to draft order
- 01
The order email arrives
A customer replies, attaches a PDF, or pastes the order into the body. 02, Read
- 02
LevelOps reads it
Body text and attachments are read directly, no template for the customer to follow. 03, Match
- 03
Products, customer, pricing
Lines map to your Shopify SKUs, the right B2B company and its price list. 04, Draft
- 04
A clean order
A native Shopify draft order is created, priced and ready for the office to confirm.
Six outcomes of automated email orders
No more re-keying. Order emails become Shopify draft orders automatically. Any format works. Body text, PDF, scanned sheets and Excel are all read. Right price every time. Each line is priced from the customer Shopify price list. Faster confirmation. Orders land in Shopify minutes after the email arrives. Matched to the account. Every order is linked to the correct B2B company. Accounting stays in sync. Draft orders flow to QuickBooks, Odoo or your ERP.
What an order email actually looks like
There is more than one way a customer emails an order. Here is each one, and what LevelOps does with it. Where LevelOps fits. However your customers email orders, typed, attached, scanned or in a spreadsheet, LevelOps reads it and creates a priced Shopify draft order. No customer template, no portal to force on anyone, and a full B2B portal or EDI setup is available through LevelOps consulting when you want one.
Ways to handle emailed orders
Every approach ends with the order in Shopify. The difference is setup, effort and accuracy.
Turns order emails into Shopify draft orders
LevelOps reads the order emails your customers send, body, PDF, scan or spreadsheet, matches each to the right account and price list, and creates native Shopify draft orders, then syncs to QuickBooks, Odoo or your ERP.
Your questions, answered
Do my customers have to send orders a particular way?
No. They keep emailing the way they already do. You forward the message, or point a shared inbox at your dedicated address.
What happens when a customer changes their format?
Nothing breaks. There is no template mapped to a customer, so a new layout is read the same way as a familiar one.
Can we use a shared inbox?
Yes. Point a shared inbox at your dedicated address, or forward individual messages. Either works.
Does it know which account an email is from?
Yes. It identifies the company the message came from and applies that account's pricing.
What if a line has no SKU?
It matches on the description, and flags anything it cannot resolve for a person to confirm.
Continue the deep dive
Purchase order automation, the big picture
Pillar
Wholesale order management, the Shopify-native stack
Pillar
B2B order management on Shopify, the operational view
Channel
EDI order automation, without the integration project
Product
PDF to Order, the LevelOps Shopify app
Consulting
Want a full setup? Book a free audit
Stop re-typing order emails
Show us how your customers email orders today, body, PDF, scans, spreadsheets, and we will map exactly how LevelOps turns each one into a priced Shopify draft order. No commitment.