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Getting Started with Omni AI
Getting Started with Omni AI

Omni AI automatically converts your customers’ PDF and CSV purchase orders into digital orders in Ordermentum — no more manual entry.

Updated over a week ago

Table of Contents


Accessing Your Omni Email

Each supplier has a unique Omni AI email address used to receive purchase orders.

To find yours:

1. Go to Orders > Purchase Orders.

2. Click Share your details to reveal your Omni email address.


Setting Up Auto-Forwarding for Incoming Orders

Make sure purchase orders land in the right inbox automatically.

For Gmail:

1. Go to Gmail Settings > See all settings.

2. Click on the Forwarding and POP/IMAP tab.

3. Select Add a forwarding address, and enter your Omni AI email.

4. Verify the address by entering the confirmation code sent to Omni.

5. Create a filter to forward only relevant emails (e.g., ones from specific customers or with “Order” in the subject).

6. Click Save Changes.

For other email providers:


Processing Orders with Omni AI

Once your customers email their purchase orders to your Omni AI address, they’ll appear in Orders > Purchase Orders as draft orders.

To review them:

1. Go to Orders > Purchase Orders.

2. Look for drafts labelled with the order source (PDF or CSV), sender, and customer name.

3. To open it, simply click the file name

What to check before approving:

Customer details: Adjust if needed.

Line items and quantities: Review all items for accuracy.

Price discrepancies: If there’s a mismatch between the PO and your Ordermentum pricing, it’ll be highlighted.

Out of stock items: Omni will flag these so you can remove or substitute them.

Unmatched products: If a product can’t be matched to your catalogue, select the correct one before approving.

Click Approve once everything looks good.


Approved Orders

Once approved, the order enters your normal Ordermentum order flow.

• The original PO file and PO number are automatically attached to the order.

• You’ll find it in your Orders list as a confirmed order, ready to be processed.


Setting Up a Filtered Tab for Omni Orders

To keep a dedicated view for Omni AI orders:

1. Go to the Orders tab.

2. Click Manage, then + to create a new tab.

3. Add a filter: Source is Draft.

4. Save the tab to quickly view all incoming Omni orders.


SKU and Customer Name Mapping

Omni AI is smart — but it’s even smarter when your customer uses your SKUs!

If your customers:

Use your SKUs: Omni matches them automatically.

Don’t use your SKUs: We help set up name mappings during onboarding.

Need to update a product or customer mapping?

📣 Coming soon: Self-service mapping directly in Ordermentum!


Frequently Asked Questions

What types of orders can Omni process?

Currently, PDF and CSV orders. SMS and typed-email support are on the way.

How accurate is Omni AI?

Omni uses advanced AI to extract data — but you still review and approve each order to keep control.

Can I edit Omni AI orders before approval?

Absolutely. You can update any part of the draft order before confirming it.

What if a product doesn’t match?

It’s likely due to SKUs or names not being mapped yet. Reach out to omnisupport@ordermentum.com to fix it.

Can I set up SKU and customer mappings myself?

Not yet — but we’re working on self-service tools so you can manage mappings on your own.


Upcoming Features

🚀 Self-Service Product & Customer Mapping

Soon you’ll be able to manage mappings right inside Ordermentum.

📲 SMS Order Processing

Let your customers send POs via SMS — coming soon!

🎙️ Voice & WhatsApp Order Support

We’re exploring even more ways to make ordering easier.


With Omni AI, processing orders is faster, easier, and way more efficient.

🎉 Welcome to effortless order automation!

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