Skip to content
Glacis Help Center home
InboxAsk a human

Order Manager

The Order Manager app lets your workflows create, update, find, and validate orders. These are the nodes that turn AI-extracted data into real orders in Glacis.

Order Created (Trigger)

Starts the workflow when a new order is created in Glacis — whether manually, from email, or via another workflow.

When to use it: Sending a confirmation email to the supplier, assigning an SOP, notifying the procurement team.

Output: The full order object — order number, items, seller, buyer, dates, and all fields.

Order Updated (Trigger)

Starts the workflow when an existing order is modified.

When to use it: Detecting changes to quantities or dates, triggering a variance check, updating related shipments.

Order Scheduler Check (Trigger)

Starts the workflow on a schedule to check orders that meet certain conditions — for example, orders nearing their delivery date.

When to use it: Periodic checks for overdue orders, upcoming deadlines, or orders stuck in a particular status.

Create Order (Action)

Creates a new order in Glacis using data from previous steps.

When to use it: Turning AI-extracted data from emails or documents into a structured order.

Configuration: Map data from previous steps to order fields using template variables — order type, order number, supplier, line items, dates, and terms.

The field mapping can be involved for complex order structures. Your Glacis admin can help configure this for your specific data format.

Update Order (Action)

Modifies an existing order.

When to use it: Updating orders based on incoming information — price changes, quantity adjustments, delivery date changes.

Key feature — Create-or-Update mode: If the order doesn't exist yet, create it. If it does, update it. Useful when you're not sure whether an incoming PO is new or a revision.

Find Order (Action)

Searches for orders matching specific criteria.

When to use it: Looking up an order by number before updating it, checking if a duplicate exists, finding related orders for a shipment.

Create Order Change Request (Action)

Creates a formal change request on an existing order — for review and approval before the change is applied.

When to use it: When changes need human approval before taking effect — for example, a supplier proposing a price change or delivery date shift.

Sales Order Validator (Action)

Validates sales order data against business rules before processing.

When to use it: Checking that a sales order has valid quantities, correct pricing, and all required fields before it's confirmed.

Do Action (Action)

Executes a generic order-related action.

When to use it: Performing order operations that don't fit the other specific action types.


Need help?

If you have questions or run into issues, we're here to help: