Intake Queue and Review

The Intake Queue is the review layer between inbound order messages and final purchase-order records. It exists so a team can validate parsing, account matching, and order details before bad data lands in the live sales workflow.

What the Intake Queue is for

• Reviewing inbound purchase-order messages and parsed attachments
• Holding questionable submissions before import
• Confirming customer matching, order totals, and line-level parsing
• Creating a controlled review step for shared order inboxes

Recommended workflow

1. Open the queue and start with the newest unreviewed messages.
2. Check sender, subject, attachment type, and parser output.
3. Confirm the matched account and order details before importing.
4. Put questionable messages on hold instead of forcing them through.
5. Only move items into the live purchase-order workflow once the record is clean.

Best practices

• Use the queue daily so it does not become a second inbox nobody trusts.
• Keep mailbox rules, parser settings, and hold handling aligned in Setup.
• When parsing fails, fix the matching or document format rather than hand-waving the issue away.