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Get Started with AI Order Entry

The AI Order Entry Assistant processes incoming purchase orders for you, regardless of format,  and maps them directly to your customer and product records in WizCommerce. Forward a PO to your dedicated email address, review the extracted details, and submit. No manual re-keying required.

Platform: WizOrder      |      Who is this for: Administrators, Sales Representatives

Before You Begin

  • You must have access to the AI Order Entry Assistant. Contact your admin if you don't.
  • Make sure you have your dedicated AI Order Entry email address; for example, ella-demo@wizcommerce.com. Your Administrator can provide this.
  • Purchase orders can be in any format; email, PDF, spreadsheet, image, or scanned document.

A. How It Works

The AI Order Entry Assistant monitors incoming purchase orders through two methods:

  • Email Connector: Connect your existing inbox directly to the AI Order Entry Assistant. Purchase orders that arrive in your inbox are picked up and processed automatically, with no forwarding needed.
  • Dedicated Email Address: Forward purchase orders manually to your dedicated AI Order Entry email address, for example, ella-demo@wizcommerce.com.

Either way, the AI extracts all key details, customer name, billing and shipping addresses, payment type, and product information, and maps them against your existing records in WizCommerce. Once extraction is complete, you receive a verification email with a link to review the details before anything is submitted.

B. How to Access

  1. Use the link provided by your admin to open the AI Order Entry Assistant.
  2. Log in with your WizCommerce credentials.

Note: If you have lost your credential, please try to reset your password using the Password reset button in the login page.

C. Set Up Email Connectors

Connecting your Gmail or Outlook inbox directly to the AI Order Entry Assistant means any purchase order that arrives is picked up and processed automatically, no forwarding needed.

  1. In the AI Order Entry Assistant, select the Settings icon in the left sidebar.
  2. Select Email Settings.
  3. Select + Connect email in the top right corner. 

  4. In the Connect email account dialog, enter the Gmail or Outlook address you want to connect.

  5. Select Connect, you'll be redirected to grant access to your email account.
  6. Once connected, your email address appears in the Email Settings list with a Connected status.
     
  7. To remove an inbox, select Disconnect next to the email address you want to remove.



Note: You can connect multiple email addresses. Each connected inbox is monitored separately — purchase orders arriving in any of them are picked up and processed automatically.

FAQs

1. What formats can the AI Order Entry Assistant read?

A. The AI can process purchase orders arriving as emails, PDFs, spreadsheets, images, and scanned documents. You don't need to reformat anything before forwarding.

2. Who sets up the dedicated email address?

A. Your Administrator sets this up during onboarding. Reach out to your Customer Success Manager if you haven't received your email address yet.

3. Can multiple team members use the same AI Order Entry email address?

A. Yes. Multiple team members can forward purchase orders to the same AI Order Entry email address — each PO is processed individually regardless of who sends it. If you've set up an Email Connector, any purchase order arriving in that inbox is picked up automatically without any action needed from the team.

Not finding what you need? Browse the WizCommerce Help Center, reach out to your Customer Success Manager, or contact our Support Team.