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OrderDak

Purchase orders in any format, posted to your ERP.

An AI order desk for distributors and manufacturers. It reads purchase orders from PDFs, Excel sheets, emails and photos, matches them to your own customers and items, checks price, credit, stock and GST, and posts clean orders to Tally.

Live at orderdak.com · free during the pilot

Who it is for

The buyer and the problem

Order-desk teams and owners at Indian distributors and manufacturers running Tally Prime, Zoho, Busy, Marg or SAP Business One.

  • Orders arrive as WhatsApp photos, PDFs, emails and Excel sheets, and staff retype every line into the ERP.
  • Price, credit and stock are checked from memory, so mistakes reach the invoice.
  • Orders get lost in chats and there is no record of who changed what.

How it works

OrderDak, step by step

  1. 01

    Capture

    Upload a file or forward the buyer's email to your own OrderDak address.

  2. 02

    Read

    AI turns the order into structured lines. Printed photos and scans are read with OCR.

  3. 03

    Match

    Code matches the buyer and every item to your own masters, and learns each customer's names for your items.

  4. 04

    Check

    Rules check price, credit, stock, pack size, duplicate PO numbers, GSTIN and the CGST/SGST or IGST split.

  5. 05

    Post

    Clean orders post to Tally through a small bridge on your PC; anything doubtful waits in a review queue with one-click fixes.

  6. 06

    Confirm

    The buyer gets a confirmation email and every step is written to a tamper-evident audit log.

Features

What it does

  • Reads PDF, Excel, CSV, email and printed photos or scans
  • Learns customer-specific item names over time
  • GST split and GSTIN checks computed by code, not the model
  • Tally sales-order XML and a PC bridge that syncs items and customers every 30 minutes
  • Review queue with one-click corrections
  • Hash-chained audit log and per-company data isolation
  • Free tools: PO PDF to Excel, bulk GSTIN validator, Excel to Tally XML

Integrations

Works with

  • Email intakeAvailable
  • Excel / XML downloadAvailable
  • Tally PrimeIn pilot
  • Zoho InventoryIn pilot
  • WhatsAppPlanned
  • Busy, Marg, SAP Business OnePlanned

Under the hood

Where AI is used, and where it is not

The model

Open-source Qwen model on Surge's in-house AI server. A foundation model is used only if it is switched on deliberately.

Rules and code

Matching, price, credit, stock and GST checks and posting are plain code. Every extracted line, quantity, GSTIN and PO number must appear in the source document.

People in the loop

Orders in other languages and anything read by OCR always go to a person for review.

Use cases

How businesses use OrderDak

WhatsApp photo to sales order

A distributor receives a photo of a printed PO; it becomes a checked Tally sales order without retyping.

Emailed Excel POs

A regular buyer's Excel PO is forwarded to OrderDak and, if every check passes, posts on its own.

Catching costly errors

A duplicate PO number or an order over the customer's credit limit is held for review instead of being invoiced.

No ERP yet

A smaller trader uses OrderDak to turn mixed-format orders into clean Excel sheets.

What it shows about Surge

The capability behind the product

Everything in this product is something we can build on your systems.

Document AI with grounding

Extraction from messy real-world documents, with every value checked against the source.

ERP integration

Posting into Tally through a local bridge, the same pattern we use for client ERPs.

Rules engine plus AI

The model reads; deterministic code decides. Numbers and tax are never left to the model.

Related accelerators: Shipment exception agent · Catalogue enrichment + shopping assistant

Book a working session

A working session with our architects on one of your use cases. You bring a process and sample documents; we leave you with a scoped plan: model, hosting, integrations, timeline and cost range.