Quick-Order Pad (SKU & CSV Upload)

The problem this kills

Your best customers know exactly what they want. They reorder the same forty items every month. And every month you make them click through a catalog, search SKU by SKU, and rebuild the same cart by hand - or they email you a messy list and a junior rep keys it in, typos and all.

That manual re-keying is where bad orders come from: a transposed SKU, a quantity that should have been a case not a unit, a discontinued item that no longer exists. By the time it surfaces, it's a return, a credit, or an angry phone call.

A quick-order pad fixes the front door. Power buyers paste their list or upload a CSV, the tool checks every line against your real SKU master in seconds, and anything it can't match gets flagged loud and clear before a human ever has to clean it up.

What you'll build

A private, branded order pad your B2B customers and procurement contacts log into. They paste a list of SKUs and quantities (or upload a CSV), and the tool:

• Matches every line against your SKU master and price list.
• Flags unknown SKUs, ambiguous matches, and quantity problems (zero, negative, non-numeric, over a cap you set).
• Builds a clean order with line totals and a grand total.
• Sends it to your sales team, who review it - paying special attention to the unmatched lines - and approve it with one click.
• Only then writes the order and produces an ERP-ready CSV in exactly the columns your system expects.

No catalog clicking. No re-keying. No surprise orders sneaking into your ERP.

What's inside the Implementation Plan

The plan is a single file you paste into Claude Code. It walks the AI agent through the whole build, step by step, each step ending with a copy-ready prompt.

It starts by interviewing you about your business. Before it writes a single line of code, the plan makes the agent ask how your SKUs are formatted, what your CSV columns are called, what your price list looks like, what your peak order volumes are, and what your approval rules really are. It reflects a short tailored spec back to you, you give it a thumbs-up, and only then does it build a tool shaped around how you actually work - not a generic template you have to bend to fit.

You'll get: the discovery interview, the data model, the paste/upload + validation screen, the unknown-SKU flagging, the sales approval gate, the ERP CSV export, and a plain-language "how to know it works" checklist.

The governance it includes (this is the point)

This isn't a toy form. It's built like an internal tool that touches real orders:

• Login so only your team and invited customers can use it.
• Row-level security so each customer only ever sees their own orders and their own pricing.
• A complete audit trail - who pasted what, who approved it, and when.
• A hard human-in-the-loop approval gate - the tool drafts the order, a salesperson reviews and approves it, and only then does anything become a committed order or ERP export.
• Duplicate guards so the same upload can't quietly become two orders (deduped on customer + PO number / upload hash).

Who it's for

B2B sellers, distributors, and manufacturers whose customers reorder by SKU - and the procurement teams on the other side who are tired of rebuilding the same cart. If you have a SKU master in a spreadsheet and a sales team that approves orders, you can build this in an afternoon.

You've got this - paste the first prompt.