01: Receive
Customer sends a PO by email as PDF, Word, Excel, CSV, TXT, HTML, or email body.
PDF to Order Documentation
Your B2B customers send purchase orders by email as PDF, Word, Excel, CSV, TXT, HTML, or plain email body. This guide shows you how to connect LevelOps, process your first order, and run fully automated.
How PDF to Order works
Section titled “How PDF to Order works”No templates, no field mapping. Forward a PO email, get a Shopify draft order in under 5 minutes.
02: Forward
You forward to your LevelOps address. Auto-forwarding handles it every time after setup.
03: Extract
AI reads the document: SKUs, quantities, customer, shipping address, PO number.
04: Match
Products matched to your Shopify catalog. Customer identified. Pricing always from Shopify.
05: Draft Order. Draft order in Shopify in 1 to 5 min. Email alert with direct link.
Video walkthrough
Section titled “Video walkthrough”Install and setup
From the Shopify App Store to your first automated draft order in under 5 minutes. Read the setup guide.
How to forward emails
Find your forwarding address, set up auto-forwarding in Gmail, Outlook, or Gorgias. Learn how.
Product matching
Two-step AI logic: SKU lookup first, semantic search as fallback. No templates, no field mapping. See how matching works.
Troubleshooting
Order not created? Products matched wrong? Customer not found? Check the troubleshooting guides.