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Integration · Oracle NetSuite

AI quote and order automation for NetSuite

ERP Agent reads the customer’s request from email, PDF or Excel, identifies the right items in NetSuite, prices every line with that customer’s price level and item pricing and creates an estimate or sales order in NetSuite once your rep has approved it. We set up the NetSuite connection for your company during onboarding.

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What ERP Agent reads from NetSuite

The connection runs through SuiteTalk REST web services on your account’s own domain (your account ID followed by .suitetalk.api.netsuite.com) and signs in with OAuth 2.0. ERP Agent works from your item records as they are today.

What ERP Agent reads from NetSuite
Data in NetSuiteREST record or serviceWhat ERP Agent does with it
ItemsInventory Item, Non-Inventory Sale Item, Kit Item and other item records; SuiteQL through the query serviceIdentifies the right item for every request line from the customer’s own wording, and checks each item exists before anything is written
Units of measureUnit of MeasurePuts each line in a unit NetSuite knows
CustomersCustomerFinds the customer behind the request, warns the rep when none matches and flags a shipping address that differs from the one in NetSuite
Customer pricingPrice Level, and the price level, group pricing and item pricing on the customer recordBrings in the price NetSuite sets for that customer, so the rep reviews the draft with real prices

Your items, price levels and customer records stay exactly as they are: the agent reads them and never changes them.

What ERP Agent writes to NetSuite

Two transactions, both written only after a rep has approved the draft.

What ERP Agent writes to NetSuite
TransactionREST recordWhat is written
Estimate (quote)estimateThe customer, the customer’s reference and every approved line with item, quantity and unit, priced by NetSuite for that customer or at the price your rep set in review
Sales ordersalesOrderThe same lines, plus the customer’s PO number and the shipping address taken from the request

Both are ordinary NetSuite transactions your team opens and edits like any other. When a customer accepts an estimate, your team turns it into a sales order as usual.

Why NetSuite teams add an AI quote agent

The hard part of a quote is not entering it in NetSuite. It is reading “24 x nitrile gloves L box 100” or a customer’s own part number and knowing which item that is, which price level and item pricing apply to this customer and which lines need a second look. According to our case study, a sales rep spends on average 4–7 minutes per line when creating quotes and orders by hand; for a 30-line enquiry, that is two to three and a half hours.

ERP Agent does that groundwork. It is the first agentic AI layer for wholesale distribution ERP systems, and on NetSuite it works on top of the account you already run: no replacement project, no new portal for your customers. They get answers sooner, reps spend their time on judgement and selling, and new reps are productive sooner. Put a number on today’s manual work with the quote cost calculator.

The same agent runs quote automation and order entry automation on any ERP; this page covers what it does inside NetSuite.

How NetSuite quote automation works

  1. A request reaches the agent

    Reps forward the customer’s email from Outlook to your company’s own agent mailbox, or paste it into the web app as it is and choose quote or sales order. PDF (scanned too), Excel, CSV, Word, images and forwarded emails all work. Your own systems can send requests through the REST API or the MCP server.

  2. It finds the customer and the items

    The customer is identified from the request and matched in NetSuite. Abbreviations, dimensions, materials, part numbers and customer codes are mapped to your items, and candidates that contradict a stated size, voltage or rating class are pushed down. A request in one language finds items described in another. A line too vague to identify goes on your placeholder item with the customer’s wording kept, never a guess.

  3. Prices come from NetSuite

    Each line carries the price NetSuite gives that customer: the customer’s price level, group pricing or item pricing, whichever applies. Standard fee rows, such as packing, are added following your rules.

  4. A rep reviews the draft

    Lines appear in the table as they are matched. The rep checks the marked ones, takes an alternative where needed, makes changes in quote chat and approves.

  5. It is created in NetSuite

    Every item is checked against NetSuite first, so a transaction never carries an item NetSuite doesn’t know. A short countdown lets the rep cancel. The lines your team sends teach the agent: the next time a customer writes the same thing, it picks the same item.

Example: an emailed list becomes a NetSuite estimate

A maintenance manager at a food plant emails a list to an industrial supplies distributor running NetSuite. The rep forwards it to the agent mailbox, which is set to create estimates.

Customer requestIllustrative example
“Can you quote these for the plant shutdown? Need them on site by the 14th.”
  1. 24 x nitrile gloves L box 100
  2. 6 x half mask med with P3 filters
  3. 10 x cable ties 300x4.8 black UV bag 100
  4. 50 x hex bolt M10 x 30 8.8 zinc
  5. 15 x our ref MRO-1187
  6. 1 x assorted fuses for panel
Proposed lines · Illustrative example
Request lineProposed NetSuite itemQtyMatchNote
nitrile gloves L box 100Nitrile disposable gloves, size L, box of 1002497Size and pack size match.
half mask med with P3 filtersReusable half mask, size M679Filters are a separate item in this catalogue; marked so the rep adds the filter line.
cable ties 300x4.8 black UV bag 100Cable tie 300 × 4.8 mm, black, UV-resistant, bag of 1001095Size, colour and UV rating match.
hex bolt M10 x 30 8.8 zincHex set screw ISO 4017 M10 × 30, 8.8, zinc plated5094Size, grade and finish match.
our ref MRO-1187Safety glasses, clear lens, anti-fog1598The customer’s own code, learned from an earlier order.
assorted fuses for panelPlaceholder item, wording kept1–Too vague to identify; the rep decides.

Illustrative example with sample items, codes and scores. In a real draft each line also carries the customer’s price from NetSuite.

What the rep sees before anything reaches NetSuite

  • A match score from 0 to 100. Lines under 80 are marked, so review starts where judgement is needed. How the match score works.
  • Reasoning. Open a line to see why the agent chose that item.
  • Alternatives. Runner-up items are kept for every line; take one instead with a click.
  • Quote chat. Add or remove rows or change quantities and prices, then approve or reject each proposed edit line by line.
  • Your team stays in control. The rep approves the draft before it is created in NetSuite, and nothing reaches a customer without approval.
ERP Agent quote review interface with sample data
Sample data: request lines beside proposed items and match scores. Open full size

Security and control

  • GDPR-compliant, zero data retention. ERP Agent is GDPR-compliant, and models run with zero data retention. More on security and data handling.
  • Access agreed first. Before setup, we agree which data the agent needs and which systems it can access.
  • OAuth 2.0, no stored passwords. The connection uses OAuth 2.0, the authentication method Oracle recommends for REST web services, with the machine-to-machine client credentials flow and a certificate. It runs under its own integration record and a role that holds only the permissions the work needs.
  • A person approves. Nothing is written to NetSuite until a rep approves the draft, and nothing reaches a customer without your team.
  • Reads, never rewrites. Items, prices and customer records are read; the agent creates estimates and sales orders and changes nothing else.

Onboarding: what we need from you

We set up the NetSuite connection for your company during onboarding. Your reps don’t wait for it: they start with a catalogue file the same week.

  1. A catalogue export

    An export of your items, for example a saved search exported to CSV. Reps forward real requests from the first week, reviewing every draft in the web app. See starting from a catalogue file.

  2. Features switched on

    REST web services and OAuth 2.0 on the Enable Features page, and estimates if you want quotes created as estimates.

  3. An integration record and a role

    Your administrator creates an integration record for ERP Agent and a role with the permissions we agree, and adds our certificate on the OAuth 2.0 Client Credentials (M2M) Setup page. We send the exact list.

  4. Your rules and history

    Which subsidiary the agent works for, which placeholder item takes lines too vague to identify, which fee rows it adds, and past estimates or Outlook email history, so the agent learns how your customers write.

  5. Live in NetSuite

    Once the connection is live, customer prices come from NetSuite and approved estimates and sales orders are created there directly.

ERP Agent in numbers

4–7 min
per line to create quotes and orders by hand, according to our case study
95%
average automation across our customers
3–8 min
for the agent to prepare a typical request
1–3 min
in fast mode, for requests of up to about 50 lines
The review screen in use (1 min 27 s). Watch on YouTube: Quote Agent v2 film

NetSuite today, any ERP tomorrow

ERP Agent integrates with NetSuite, Business Central, SAP, Sage and any other ERP or CRM. We set up the connection for your company during onboarding, and you can start with a catalogue file the same week. Group companies on different systems use the same agent and the same review screen on each. See Business Central, Sage and all integrations.

ERP Agent is live with steel, HVAC and fastener distributors. What it checks on each line follows your trade: sizes and pack quantities for industrial suppliers, DIN and ISO codes for fastener distributors, cable sizes and IP ratings for electrical wholesalers.

Frequently asked questions

Does ERP Agent work with Oracle NetSuite?

Yes. ERP Agent reads items, customers and pricing from NetSuite through SuiteTalk REST web services and creates estimates and sales orders there after a rep approves. We set up the connection for your company during onboarding, and you can start with a catalogue file the same week.

Does it create estimates or sales orders in NetSuite?

Both. In the web app the rep chooses quote or sales order for each request; emails forwarded to the agent mailbox become the transaction type your company has chosen. For customer purchase orders arriving by email, see purchase order to sales order automation.

Does ERP Agent replace NetSuite’s own AI features?

No, it adds a dedicated quote and order agent alongside them. NetSuite’s built-in AI features work across the suite. ERP Agent is built for wholesale requests: it identifies the right items from customers’ shorthand in requests of several hundred lines, scores every line from 0 to 100 with its reasoning and alternatives, matches across languages and learns from the lines your team sends.

What does ERP Agent need access to in NetSuite?

Read access to items, units of measure, customers and pricing, and permission to create estimates and sales orders. Access runs through an integration record and a role with only those permissions, signed in with OAuth 2.0, and we agree the scope with you before setup.

Which NetSuite accounts does it work with?

Any NetSuite account with REST web services and OAuth 2.0 switched on; estimates need to be switched on for quotes to be created as estimates. NetSuite runs as one cloud service, so there is no version to match.

Where do the prices on a NetSuite estimate come from?

From NetSuite: the customer’s price level, group pricing and item pricing, whichever applies to the item. The rep can review and edit any price before sending.

How do we get started?

Book a call and bring a few real requests. You start with a catalogue file the same week, and we set up the NetSuite connection during onboarding. Pricing is a setup fee plus a monthly subscription, with an itemised quote before you start. See pricing.

Let’s look at your quote workflow

Bring a request from your inbox

Book a 30-minute call with a few real requests; we’ll show how the agent handles them with your items and what connecting your NetSuite account involves.

  • Your requests and product catalogue
  • Your pricing and review process
  • A clear scope for the next step
Lauri Pelkonen

Lauri Pelkonen

Founder & CEO

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