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Intake
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Rajesh
Section 02 · intake lens · 6 articles
Intake
Every way an order arrives — and how Neev turns it into a clean draft.
01
Intake review: confirm a parsed draft into a real order
The approval screen where you resolve SKU matches, clear the credit gate, and turn a parsed intake draft into a confirmed order.
Owner
Manager
Operator
Sales
02
Intake tray: AI-parsed orders waiting for review
The live queue where messages parsed by the AI pipeline land as draft order cards, each with a confidence score and pre-flight checks before you confirm.
Owner
Manager
Operator
Sales
03
Orders: the lifecycle from draft to delivered
How an order moves through its nine states, reserves stock on confirm, and where every order — typed, parsed, or quoted — lands.
Owner
Manager
Operator
Sales
Warehouse
Delivery
04
Quotations: price-locked offers that convert to orders
Build a priced quote from the pricing engine, send it, and convert an accepted quote straight into an order without re-keying.
Owner
Manager
Sales
Accountant
05
Standing orders: recurring baskets on a schedule
Repeat customers get the same basket generated automatically on a daily or weekly schedule, dropped into the intake tray as a pre-filled draft.
Owner
Manager
Sales
06
WhatsApp channel: conversations, templates, and order updates
The operator WhatsApp console — live customer threads, channel configs, message templates, and the automatic order-status notifications it sends.
Owner
Manager
Operator
Sales