SAFZ InnovationsProcPilot — Purchase Order Processing Software
🚀 PO & Logistics Automation Platform

Purchase orders that read themselves.

From PO to delivery.

Every order arriving in your mailbox — PDF, scan or plain text — is read on arrival, invoiced in QuickBooks, and tracked to the door.

Built for medical and healthcare distributors. Works for any business processing purchase orders by email.

Nothing is guessed — what can't be read cleanly is raised, not invented.

app.procpilot.io / dashboard
ProcPilot operations dashboard — purchase order management and supply chain analytics
4hrs
Auto-tracking cycle
24/7
PO inbox monitored
The platform

Everything automated. One platform.

ProcPilot handles every step from the moment a PO arrives to the moment your invoice gets paid.

app.procpilot.io / dashboard
ProcPilot operations overview
ProcPilot PO inbox
ProcPilot PO management
ProcPilot shipment tracking
ProcPilot QuickBooks sync
ProcPilot reports and analytics

Operations Overview

Live dashboard of all active POs, shipment statuses, and KPIs in real time. Know exactly where every order stands.

  • Active PO count & value
  • Shipment status at a glance
  • Overdue alerts
  • Spend & cycle-time metrics

Smart PO Inbox

Every order arriving in your Gmail or Outlook mailbox is read on arrival — PDF attachment, scanned document, or plain text in the body. Item code, quantity, unit and rate land on the order without anyone keying them in.

  • Reads PDF, scanned and plain-text orders
  • Anything unclear is raised, never guessed
  • One-click acknowledgement
  • 2-hour unacknowledged alert

PO Management

Track every PO from receipt to delivery — three-way matching, status updates, and a full audit trail.

  • Full lifecycle tracking
  • Three-way matching
  • Vendor coordination
  • Audit trail

Automatic Shipment Creation

Select carrier, click send — ProcPilot generates the documents and emails your warehouse automatically.

  • FedEx & UPS labels
  • LTL/FTL Bill of Lading
  • Packing slips
  • Auto-emailed to warehouse

QuickBooks Integration

Invoices and packing slips created in QuickBooks automatically. Payment status syncs back. No double entry.

  • Auto invoice creation
  • Auto packing slip
  • Payment status sync
  • Overdue alerts

Sales & Commission Reports

Real-time reports by product line, territory, and agent. Commission statements generated automatically.

  • Revenue by product line
  • Territory performance
  • Commission statements
  • PDF & Excel export
Core features

Built for distributors. Made to run daily.

Smart PO Inbox

Every order arriving in your Gmail or Outlook mailbox is read on arrival — PDF attachment, scanned document, or plain text in the body. Item code, quantity, unit and rate land on the order without anyone keying them in.

  • Reads PDF, scanned and plain-text orders
  • Anything unclear is raised, never guessed
  • One-click acknowledgement
  • 2-hour unacknowledged alert

QuickBooks Integration

Invoices and packing slips created in QuickBooks automatically. Payment status syncs back.

  • Auto invoice creation
  • Auto packing slip
  • Payment status sync
  • Overdue invoice alerts

Carrier Performance Reports

Every shipment scored by carrier — on-time rate, average transit days, and exception counts across FedEx, UPS, LTL and FTL.

  • On-time delivery rate by carrier
  • Average transit time per lane
  • Exception & delay breakdown
  • PDF & Excel export

Auto-Tracking Engine

Once your FedEx and UPS credentials are connected, ProcPilot checks every active shipment automatically and alerts you on delivery, delay or exception.

  • FedEx & UPS — live 1–2 days after account access
  • Exception and delay alerts
  • Delivery confirmation on every shipment

Sales & Commission Reports

Real-time reports by product line, territory, and agent. Commission statements generated automatically.

  • Revenue by product line
  • Territory performance
  • Agent commission statements
  • PDF & Excel export

Enterprise Security

Role-based access, encrypted data, and a complete audit trail — built for teams that handle real money.

  • Role-based access control
  • Full audit trail
  • Encrypted at rest & in transit
The problem

Sound familiar?

If you manage POs in Excel, you already know these problems.

01

Manual PO entry — every day

Copying PO data from emails into spreadsheets, then QuickBooks, then SPS Commerce. The same data entered 3–4 times.

02

Checking FedEx.com 20× a day

Manually tracking each shipment. Missing exceptions. Finding out about a delay days later — when the buyer is already angry.

03

Invoices sent days after delivery

Cash sitting uncollected because invoices are created manually. The longer you wait, the longer you wait to get paid.

04

No real-time visibility

Your Excel sheet is always out of date. You don't know what's in transit until you spend an hour updating it.

How it works

Hours of manual work. Now minutes.

Purchase orders that once took hours can take minutes — with the numbers checked, not assumed.

01

PO Arrives

Email from your buyer — ProcPilot detects it instantly and adds it to your inbox.

02

Auto-Acknowledge

One click sends the PO acknowledgement directly to the buyer.

03

Invoice & Slip

QuickBooks invoice and packing slip created. Payment synced back automatically.

04

Create Shipment

Select carrier — documents generated and emailed to the warehouse.

05

Auto-Track

Once carrier credentials are connected, tracking updates automatically, with alerts on delivery or exception.

The difference

Excel vs. ProcPilot.

FeatureExcel / ManualProcPilot
PO detection from emailManual — you check emailAutomatic — 24/7 monitoring
Shipment documentsCreated & emailed manuallyGenerated & sent automatically
Shipment trackingManual visits to FedEx/UPSAutomatic once carrier credentials are connected
QuickBooks invoicingManual entry after deliveryAuto-created on delivery
Commission reportsHours in Excel monthlyReal-time, export in seconds
Chargeback riskHigh — human errorReduced — every line checked before invoicing
Real-time visibilityAlways outdatedLive dashboard, always current
What's built

Built & working today.

What the platform does now, and the two pieces that switch on once carrier credentials are connected.

Email PO Detection

Gmail & Outlook

Auto Acknowledgements

Instant customer response

QuickBooks Sync

Direct two-way integration

Auto Invoice Creation

In QuickBooks on PO confirmation

FedEx Direct API

Labels, rates & tracking

Awaiting credentials Live 1–2 days after FedEx account access

UPS Direct API

Labels, rates & tracking

Awaiting credentials Live 1–2 days after UPS account access

Shipment Tracking

Every shipment on one screen

Sales by Customer

Auto-generated monthly

Sales by Item

Auto-generated monthly

Commission Reports

Auto-calculated by agent

FAQ

Frequently asked questions.

Purchase order processing software automates the steps a distributor takes from receiving a PO to invoicing the customer — capturing the PO from email or EDI, acknowledging it, generating the shipment, sending it to the warehouse, tracking delivery, and creating the invoice. ProcPilot covers all of these in one platform.

SPS Commerce integration is on the ProcPilot V2 roadmap. The current version handles PO inbox monitoring via Gmail and Outlook, QuickBooks invoicing, shipment creation with FedEx and UPS, and auto-tracking. If SPS Commerce EDI is a priority, contact us to discuss your timeline.

Yes. ProcPilot has a native QuickBooks Online integration. It auto-creates invoices and packing slips the moment a shipment is dispatched, and syncs payment status back so you always know which invoices are paid, overdue, or pending.

Yes. ProcPilot is designed for medical supply chains — including medical device distributors and pharmaceutical wholesalers — because it captures batch and lot numbers on shipments and supports the documentation requirements for healthcare buyers.

SAP Ariba and Coupa are enterprise procurement suites built for the buyer side. ProcPilot is built for the seller side — distributors and wholesalers fulfilling POs from their customers — and is sized for small and mid-sized distributors rather than enterprise procurement departments.

Yes. ProcPilot is purpose-built to replace the spreadsheet-based PO workflow. It eliminates duplicate data entry across email, Excel, and QuickBooks, removes manual FedEx tracking, and provides a real-time dashboard of every PO in the pipeline.

Pricing depends on your team size and the modules you need. Contact Faisal Munir at [email protected] or [email protected], or call or WhatsApp +92 300 757 7665, and we'll put together a quote for your requirements.

Setup typically takes 7–14 days. That covers connecting your Gmail or Outlook, linking your QuickBooks account, and onboarding your warehouse contacts. SAFZ Innovations provides free onboarding for all plans.

Get started today

Ready to stop managing POs in Excel?

Built for distribution companies across the USA, Middle East, and Europe ready to automate their PO operations with ProcPilot.

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