Product overview
PDF to Order is built for B2B wholesalers on Shopify who still receive purchase orders by email. It reads the document, matches products and customers in Shopify, and leaves the final sign-off to a human.
PDF to Order is a Shopify app that turns an inbound purchase order into a validated Shopify draft order. The purchase order can be a PDF attachment, an Excel or CSV file, a Word document, a scan, or plain text typed into the body of an email. There is no template to build, no field mapping to configure, and nothing your customer has to change about the way they order.
The product does four things in sequence. It reads the document and pulls out the structured order. It resolves which customer sent it. It matches every line to a real product in your Shopify catalogue. Then it writes a draft order with your own catalogue pricing applied and hands it to a person for approval.
Everything else on this page is detail about those four things: what the extraction actually reads, how the matching decides, what happens to the awkward documents, what the human sees before approving, and what the app connects to on either side. For installation, plans and App Store specifics, see the PDF to Order Shopify app page.
You do not have to pick one. Most teams start by forwarding a few orders by hand, then switch the whole inbox over once they trust it.
Someone hits forward on the purchase order and sends it to your LevelOps address. Nothing else changes, and the customer never sees a difference.
Point the rule on your orders@ or sales@ mailbox at your LevelOps address. Every purchase order is processed as it lands, with nobody deciding whether today is a busy day.
Drag the file into the app inside your Shopify admin. This is the path for orders that never came by email at all.
Wholesale order entry is not one big task. It is six small ones repeated every day, and each of them is a place where time and accuracy leak out.
Someone opens the attachment, finds the line item table, and works out which column is quantity and which is a pack size. Every sender lays it out differently.
The buyer writes their own part number or a loose description. Your team holds the translation to your SKU in their head, and that knowledge does not scale or take holidays.
The negotiated tier lives in a price list, a spreadsheet or a memory. Typing the price off the buyer's document is the single largest source of wrong invoices.
The order has to be attached to the right company, contact and ship-to location, not just to whoever emailed it.
A discontinued item, a quantity that does not match the case pack, a handwritten annotation in the margin. These are the lines that turn into a return.
Volume grows, the same work grows with it, and the only lever most teams have is hiring another pair of hands.
Six stages. Five of them run without anyone touching a keyboard.
The document arrives at your dedicated LevelOps address, through a forward, an auto-forward rule on a shared inbox, or a direct upload inside Shopify. The original file is kept and stays attached to the order.
The AI reads the layout rather than looking up known coordinates. It identifies the line item table, the header fields and the totals, then separates the parts of the document that are an order from the parts that are a signature block, terms or a logo.
The sending domain, the letterhead and the ship-to address are used together to resolve the order to a company, a contact and a location in Shopify. When the account does not exist yet, the draft order is still created and flagged so you decide whether to create the company.
Every line is matched to a Shopify product and variant. Exact SKU lookup runs first. When there is no usable SKU, semantic matching works from the description, the buyer's own part number, the pack configuration and the context of the rest of the order.
Prices are read from your Shopify catalogue and B2B price lists for the resolved company, never from the numbers printed on the buyer's document. If the document disagrees with your price list, the difference is surfaced rather than silently accepted.
A Shopify draft order appears with the source file attached and any uncertain line flagged. A person checks it, fixes anything that needs fixing, and sends it. The correction is remembered for the next order from that sender.
Typical end to end time is one to five minutes from the moment the email lands, and you get an email alert with a direct link to the draft order.
The extraction is not optical character recognition with a rules layer on top. It reads a purchase order the way a person reads one, so unusual layouts do not need special handling.
Columns in any order, merged cells, wrapped descriptions across two lines, subtotals in the middle of the table, and continuation pages that repeat the header.
Eaches, cases, inner packs, dozens, pallets, weights and lengths. The unit written on the document is captured alongside the number so the conversion to your selling unit is explicit.
The customer's internal code is captured as its own field, not thrown away, so the same code resolves the same way every time it appears.
PO number, order date, requested delivery date, ship-to and bill-to addresses, incoterms where present, and the buyer contact.
Notes like do not substitute, ship complete, or hold until the first of the month are captured and carried onto the draft order rather than dropped.
A photographed order form or a printed sheet marked up by hand is read too. Anything the model cannot read confidently is flagged for a person instead of guessed.
Matching runs in two steps, and the order of the two steps matters.
Step one is a direct lookup. If the line carries something that looks like a SKU, a barcode or a variant identifier, the app looks it up in your synced Shopify catalogue. An exact hit ends the work for that line. This is the fast path and it covers most lines from customers who quote your codes back to you.
Step two is semantic matching, and it is where wholesale orders actually get won or lost. When the line says nothing more than a description, the app compares it against your catalogue using the full text of your product titles, variant options, tags and descriptions, then weighs the candidates against everything else it knows about the order: the pack size on the line, the unit, the other products in the same order, and what this customer has ordered before. A line reading "Lg Blue Widget" resolves to WDG-BLU-LG. A line reading "IPA 6-Pack Case of 24" resolves to the case variant rather than the single.
Customer specific part numbers get their own treatment. The first time you correct a buyer code to the right variant, that pairing is remembered against that sender, so the second order from the same customer resolves it without help. Over a few weeks the accounts you deal with most become the accounts that need the least review.
Pricing is deliberately kept out of the matching. Once the variant is known, the price comes from your Shopify catalogue and, when the resolved company sits on a B2B price list, from that price list. The buyer's document never sets your price. That single rule removes the most expensive category of order entry mistake.
Every wholesaler has a set of documents that break the tidy version of the story. Here is the honest behaviour for each of them.
Semantic matching takes over and works from the description, the pack size and the rest of the order. If two candidates are close, the line is flagged with both so the reviewer picks rather than the model guessing.
Nothing breaks. Prices are never taken from the document in the first place, so a purchase order with no prices at all produces exactly the same draft order as one with prices printed on every line.
Your price list wins and the draft order is built from it. The mismatch is surfaced in review so someone can decide whether it is a stale customer copy or a promise your sales team made.
The draft order is still created, with the extracted company name, contact and ship-to address attached and the account flagged as new. You decide whether to create the company or attach it to an existing one.
Pages are read as one continuous document. Repeated table headers, page totals and continuation markers are recognised as page furniture, so a fifteen page order produces one draft order rather than fifteen fragments.
They are read and carried onto the draft order as a note. A handwritten quantity change over a printed line is treated as a change to that line and flagged so a human confirms which number is real.
A buyer ordering ten cases when you sell in eaches has the unit captured explicitly. The conversion to your selling unit is shown on the review screen with both numbers visible, so nobody ships ten units instead of two hundred and forty.
The line is matched to the product it refers to and flagged as unavailable rather than dropped, so the reviewer can substitute, backorder or remove it and tell the customer why.
A repeat of a PO number already processed for that customer is flagged as a possible duplicate before a second draft order goes anywhere near your fulfilment queue.
Approval is the point of the product, not an afterthought bolted onto it. This is what the person approving actually sees.
PDF to Order writes into Shopify first. From there, the systems you already run see the order like any other.
PDF to Order earns its place when a meaningful share of your revenue arrives as a document rather than as a checkout.
You sell to retailers, clinics, schools, restaurants or contractors, and a large part of that order flow lands in an inbox as an attachment.
Direct to consumer is automated and wholesale is not. The wholesale half is now taking more of your team's day than the half that runs itself.
A handful of big accounts justify EDI. The other two hundred never will, and they are the ones sending PDFs.
Order volume is up, headcount is not, and overtime has quietly become the plan.
A mis-shipped case costs the product, the freight both ways, the credit note and some of the relationship.
All your orders already arrive through a portal or an EDI feed you control, or your buyers are happy to log in and key their own orders. In that case a portal or your EDI provider is the better answer.
It is literally reading my PDF and uploading a 100+ item order in under 4 minutes. This just made us 10x more efficient.
After using LevelOps for three months, the percentage of email PDF orders requiring manual entry has dropped to under 10%, down from 60% prior to adopting the tool.
Draft orders get entered by magic. Even when the PO contains a vague description and no SKU, this app can still match it. The AI is that good.
Manually processing B2B orders is something you simply have to deal with if you want to keep specific customers. LevelOps provides a great time-saving solution for reading orders in various formats and converting them to draft orders for final review.
Shopify App Store
5.0 from 19 reviews
Read them on the Shopify App Store
An absolute timesaver! We have been manually entering B2B orders into shopify for 6 years and I am convinced that I would be 3 years ahead if I found this app sooner. It's literally reading my pdf and uploading a 100+ item order in under 4 minutes. This just made us 10x more efficient. Besides the app working amazingly with very few hiccups, Maxime and his team are almost immediately available to fix or address any of our concerns. 10/10 on customer service, 10/10 on functionality, and 10/10 on overall satisfaction.
This app saves me a tremendous amount of time. We receive many large stocking POs via email and using LevelOps has cut the time it takes me to input these orders in half. Highly recommend!
The LevelOps team has saved me time and allows me to continue to move quickly! As a start up brand, this is a game changer. The team created a custom override for me based on how we take orders and was also very responsive when I needed an additional edit. 10/10, highly recommend!
Awesome app and awesome team! LevelOps was exactly what we needed to save manual processing time entering emailed Purchase Orders into our B2B store
This app saves a ton of time versus manually keying in large B2B orders. Maxime has helped me resolve an issue so that the correct company location is assigned to the order in the initial email. As nice as it would be to have all B2B customers place their own orders, the reality is that many businesses will only place orders with you the way they want to. As such, manually processing B2B orders is something you simply have to deal with if you want to keep specific customers. LevelOps provides a great time-saving solution for reading orders in various formats and converting them to draft orders for final review. Not only does it save a good amount of time, it saves a good deal of effort as well, which is much appreciated! I wholeheartedly recommend trialing this app.
The LevelOps PDF to Order tool is effectively helping us become a more efficient business. By automating drudgerous tasks in our process, LevelOps is allowing our team to focus on parts of our business that require a more nuanced human touch. Max and his team were a pleasure to work with. They ran a very professional onboarding process for our business, clearly understanding what success meant to us and effectively communicating all along the way. From weekly touch-base calls to regular updates via Jira, LevelOps runs a process that is transparent and effective. Most importantly, LevelOps worked hard over a four week period to improve the tool for our use-case, as it was was NOT ideal for us out of the box. Their willingness and ability to improve was impressive and they truly won our business during this testing period.
Cette application est merveilleuse : elle nous permet de gagner un temps considérable dans le traitement des courriels et de l’information pour les commandes. De plus, la rapidité et l’efficacité du service sont irréprochables. Merci à l’équipe de LevelOps ! This application is wonderful: it allows us to save a considerable amount of time in processing emails and order-related information. Furthermore, the speed and efficiency of the service are outstanding. Thank you to the LevelOps team!
LevelOps is an exceptional app. It has saved our team a significant amount of time. I have been waiting for someone to create an app like this for years and it is like a dream come true!
Virkelig fantastisk tool de hjælper med at tilpasse, så de rammer præcist det jeg har brug for. Det eneste er at deres vurdering af tid er helt of, jeg sparer langt mere tid end de estimerer ;) Kan virkelig anbefale det!
We have a B2B store and so receive almost all of our orders via PO emails. The amount of time it takes to enter these has been cut in half by using the team at LevelOps. Maxime and his team have been dedicated to helping us work out kinks in our order process and thus we have been able to streamline how we turn around orders.
As a safety sign manufacturer we have around 1 millions SKUs and receive orders via direct ecommerce and many from pdf purchase orders emailed by customers. Although this number of SKUs was initially a challenge for Maxime and the LevelOps team - their support and dedication to help us resolve any issues has been outstanding. Highly recommend both the developers and the app to any B2B sellers looking to save time and eliminate manual processing of purchase orders. Soon they'll be the 'Dext' level of automation in this sphere!
Such a timesaver and super easy to implement! We've been using LevelOps for the past month to process Purchase Orders that we receive via EDI, PDF, Excel or email format, and the entire process has been seamless. The team is always available to assist, and they also listen to their customers feedback to develop different features that add value! I highly recommend this app.
Draft Orders get entered by magic! Yes, I know it's not magic, but it feels like it. Even when the PO we receive contains a vague description of the product and no sku, this app can still match it. We have yet to have one match failure. The AI is that good! Working with the team behind this Email to Order app is smooth, they're very responsive and always improving their app.
Levelops is truly the app we've been waiting for. Our biggest pain point was manually entering orders from outside PDF POs. Shopify's draft order interface is slow, constantly loaded cache, and frequently crashed, forcing us to redo hours of work. Levelops completely solves this nightmare. It has saved us massive amounts of time and frustration. Beyond the flawless app functionality, the owner's support is outstanding. We had a few specific workflow improvements we needed, and the owner got back to us and fixed them right away. They even checked in with us a few times afterward to make sure everything was running smoothly. This level of proactive care and dedication is rare. Required installation for any store dealing with wholesale or custom order entry!
Really big potential for B2B store, actually using it to streamline our quotation process for multiple line request and custom discounts with great success. Extremely responsive team, LevelOps people are knowledgeable and willing to help. Great value.
Customer support is awesome! Nice to have a way to automate order processing.
Amazing team and product. Will save countless hours manually entering emailed B2B orders. Highly recommend to anybody selling wholesale.
What an amazing app. This is the biggest time saver!
Some of the best customer service I have experienced, especially with an app! Most tooling quickly switches to being very hands off post-onboarding, but the Levelops team offers exceptional white-glove service. If a feature is not currently available they work quickly to ensure it is something they add. Definitely recommend.
This page explains the product itself, what the extraction reads, how matching decides, what happens to unusual documents, and what a reviewer sees. The app page covers installing from the App Store, plans, credits and support. Both describe the same product.
No, and that is the point. They keep emailing the same document in the same format to the same address. You add a forwarding rule on your side and nothing on theirs changes.
It flags the line instead of guessing. The reviewer sees the original text, the candidate matches and a confidence signal, and picks. A flagged line never becomes a silent wrong match.
Yes. Semantic matching works from the description, the pack configuration, the unit and the rest of the order. This is the case customers most often mention as the one they did not expect to work.
The buyer code is captured as its own field. Once you confirm which variant a code refers to, that pairing is remembered for that sender, so subsequent orders resolve it without review.
Always from Shopify. The product price, or the B2B price list attached to the resolved company. Prices printed on the buyer's document are never used to set the line price, though a disagreement is surfaced for a human.
PDF, Word, Excel, CSV, TXT, HTML and plain email body text, plus scanned and photographed documents including handwritten annotations. No specific layout or template is required.
No. It works on any Shopify plan that supports draft orders. When Shopify B2B companies and price lists are present the app uses them, but they are not a prerequisite.
Nothing ships on its own. The output is always a Shopify draft order awaiting a person. The speed comes from removing the typing, not from removing the decision.
Installation is a few minutes and catalogue sync takes roughly two to five minutes depending on how many variants you carry. Your forwarding address is active as soon as the sync finishes.
Your first 5 successful orders are free with no expiry. After that it is $50 one time for 15 orders, $100 a month for 33 orders, or $250 a month for up to 100 orders, with 20 percent off annual billing. Full detail is on the pricing page.
It is for B2B wholesalers on Shopify who receive purchase orders by email and want Shopify draft orders created automatically.
No. The positioning is explicit: no templates, and no sender-specific template maintenance.
The full walkthrough from inbound email to fulfilled order.
Install, plans, credits and App Store specifics.
Three tiers, what counts as an order, and the cost of doing it by hand.
Manual entry, EDI, a portal, a custom build, and where each one wins.
Setup, forwarding addresses, matching rules and exception handling.
The same intake when the order is typed into the email body.
The Shopify-native mechanism behind every order the app creates.
The wider intake picture across every channel you receive on.
Install the app and use your 5 free orders on the documents your worst-formatted customer actually sends. That is the only test that settles it.
Your first 5 successful orders are free with no expiry, and a human approves every order before it goes anywhere.
