Bring incoming PDFs, forwarded orders, uploaded documents, and follow-up messages into one trackable PO flow.
RepCloud solution
Purchase order system for brands and distributors.
Capture incoming POs, keep attachments and linked files close, route review and approvals, and coordinate customer or vendor follow-up from one workflow.
Brands
Distributors
Rep firms
Wholesale teams
Specialty B2B sales
PO workflow without email chaos
PO intake
Attachments
Linked files
Approvals
Customer coordination
Vendor follow-up
Why this matters
Purchase orders break down when files, review, and replies live in different places.
RepCloud ties the PO record to the customer, the inbox thread, the supporting files, and the next action so the team can work it without rebuilding context.
Stage approvals, validations, and assistant-supported checks before the team commits to pricing, ETA, or routing.
Keep customer files, order documents, and related CRM records available right beside the purchase order.
Workflow
Move from PO arrival to clean response.
- Receive the PO through mail, upload, or portal-connected workflow.
- Keep attachments, parsed details, and linked customer records visible on the PO record.
- Route internal review for pricing, inventory, approvals, or status questions.
- Send customer-facing or vendor-facing follow-up from Workspace with the supporting order context attached.
Attachment-aware intake
Keep original PO documents and related files attached to the workflow.
Customer-linked records
See which account, contact, products, files, and invoices tie back to the order.
Approvals and exceptions
Stage review before confirming pricing, status, or order-routing decisions.
Vendor and customer follow-up
Handle both directions without losing the original request context.
Drive-connected documents
Pull in price sheets, spec sheets, and customer-facing attachments from Drive.
Assistant support
Use RC Assistant to summarize documents, cross-check context, and prep safer next actions.