Cut repetitive manual steps
Stop retyping the same data and sending the same emails. Automation does the clicks so your team can handle the exceptions.
ERP workflow automation
Automate the routine ERP work that slows your team down
Wisys runs repeat tasks in SAP Business One and Macola on their own: following up on past-due invoices, turning emailed purchase orders into sales orders, and moving held orders through approval. Your team decides where a person signs off, and every step is logged.
Past-due invoice follow-up
Running
- TriggerInvoice reaches 30 days past due
- LookupPull the invoice and customer contact
- AI stepWrite a personalized reminder
- SendEmail the customer with the invoice attached
- DoneRun logged, one reminder per stage
Illustration of one automated run. Steps and approvals are set by your team.
Routine ERP tasks pile up when someone has to remember them
Reminders, order entry, and approvals depend on a person noticing, opening the right screen, and following through. When that person is busy or out, the work waits. Wisys automates the repeat steps so they happen the same way every time.
Stop work from waiting
A past-due invoice or a held order starts the next step on its own, instead of sitting until someone notices it.
Keep people in control
Add an approval wherever judgment matters. The process waits for a decision, then picks up where it left off.
See what happened
Everything is logged, so you can check what happened, when, and with which records, without digging through inboxes.
See it in action
Watch a workflow go from design to a tracked run
In about two minutes: building a process on a visual canvas, choosing what starts it, routing records with your business rules, adding an approval task, and checking each result once it's live.
Product demo · 2:20
Automate ERP processes without losing control
Your operations team describes the process. An IT staff member or power user builds it in a visual designer, using settings instead of code. Once it's live, it works in the background on your live business data.
- Start from a schedule, an incoming email, a new file, a database change, or a manual run
- Read and update data in SAP Business One and Macola
- Add an AI step where it helps, such as writing an email or reading a document
- Pause for an approval, then continue once a person responds
- Update a process without interrupting work already in progress
Approval needed
Release credit hold?
- Order
- SO-20417
- Customer
- Example Supply Co.
- Reason
- Over credit limit
- Next step
- Release hold, email acknowledgement
Example task. The workflow waits here until a person decides.
Key capabilities for automating ERP workflows
Triggers from your systems
Start automatically on a schedule, when an email or file arrives, when a record changes, or on demand.
Live business data in every step
Each step reads from and writes to SAP Business One or Macola, so every action uses the same data your team sees.
Approvals where you want them
Route a decision to the right person. Everything pauses as a task in their queue and resumes when they respond.
A record of every run
Review the history, see which step stopped, and catch problems before customers do.
Examples of automated ERP workflows
Three automations the Wisys team built and uses on real company data. Each one starts from something that already happens in your business.
Past-due invoice reminders
The workflow finds invoices that cross a past-due threshold, attaches a copy of each invoice, and sends the customer a personalized reminder. Each invoice gets one reminder per stage, never two, and every send is logged.
- Invoice past due
- Attach invoice
- AI writes email
- Sent and logged
Emailed purchase orders to sales orders
A customer PO lands in a monitored inbox. The workflow reads the attachment, creates the sales order automatically, and moves anything it can't match to a review folder for a person to check.
- PO email arrives
- AI reads the PO
- Sales order created
- Exceptions flagged
Credit-hold approvals that don't stall
When an order goes on credit hold, the workflow sends an approval task to the right person. Once they approve, it releases the hold and emails the customer an order acknowledgement. No AI step needed.
- Order on hold
- Approval task
- Hold released
- Acknowledgement sent
Steps, thresholds, and approvals are set individually, so the same pattern can fit how your team works.
Built for real warehouse and ERP operations
500+
customers worldwide
Across manufacturing, distribution, and inventory-intensive environments
Up to 30%
productivity gains
Through reduced manual work and better operational flow
20+ years
of ERP-connected expertise
Deep experience in WMS, ERP, and supply chain
99%+
inventory and shipping accuracy
In real operational environments
Built for manufacturers and distributors who need more control
Automate the follow-up work between orders, inventory, and accounting without adding another system to manage.
Manufacturers
Keep orders, approvals, and customer follow-up moving between production, inventory, and accounting without someone chasing each step.
Explore software for manufacturers →
Distributors
Turn emailed orders into sales orders, follow up on past-due invoices, and keep credit-held orders from stalling as volume grows.
Explore software for distributors →Frequently asked questions about ERP workflow automation
What is ERP workflow automation?
ERP workflow automation handles repeat business tasks without someone doing each step by hand. A trigger, such as a past-due invoice or a new email, starts the process. Each step then reads or updates business data, sends a message, or waits for approval. With Wisys, this happens in SAP Business One and Macola alongside warehouse management.
Which processes are good candidates for automation?
Look for tasks that happen often, follow the same steps each time, and start from something you can detect, like a due date, an incoming email, or a status change. Invoice reminders, emailed order entry, and credit-hold approvals are common first workflows. Tasks that need judgment every time are better kept manual or given an approval step.
Who builds the workflows? Do we need a developer?
No coding is required. Workflows are built in a visual designer by connecting steps and filling in settings. Usually an IT staff member or a power user who knows your system builds them, working from a process your operations team describes. Some triggers, such as watching for a database change, go faster with someone comfortable with SQL.
Can a person approve a step before the workflow continues?
Yes. Any process can include an approval step. It pauses, the task appears for the assigned person, and it continues once they respond. Your team decides which processes finish on their own and which wait for a sign-off.
Does workflow automation require AI?
No. Many workflows use no AI at all, like releasing a credit hold once a manager approves it. AI steps are there when they help, such as writing a personalized reminder email or reading a purchase order from an email attachment.
Does workflow automation replace our ERP or warehouse system?
No. Your ERP stays the system of record, and Wisys warehouse management keeps running scanning, picking, and shipping. Automations use the same live data and handle the follow-up steps between those systems and your people.
Is workflow automation included with the other Wisys AI features?
It is priced separately, because it is a full automation engine with its own designer and monitoring. Cost depends on your environment and how many processes you automate. Book a demo and we will scope it around one process first, so you can see the return before you expand.
Let routine work run on its own
Book a demo to see how Wisys automates invoice follow-up, emailed orders, and approvals in SAP Business One or Macola, starting with one process.