With iDocuments Sales Order Automation, you’ll never miss or lose an order. Receive customer orders via email and seamlessly create a fully populated sales order ready to review and submit.
Shorten processing times, reduce costs and improve accuracy.
iDocuments Sales Order Automation captures emailed orders and processes them with no manual entry. That means you save time, reduce errors, and your sales team can focus on awesome customer service.
Capture
Customers and distributors email their orders and attached PDFs. iDocuments uses AI and machine learning powered technology to automatically capture data from the order at header and line level and then archive documents and data.
Validate
Data is automatically validated to comply with your specific business rules and criteria. The order data can be enriched automatically with up-to-date pricing, discounts, tax codes and analysis information from your internal systems.
Process
Automatically acknowledge the order, manage exceptions and route documents to the correct person if approval or manual intervention if rejected.
Integrate
Post sales order to your ERP, CRM or other internal systems as required.
Benefits
Benefits of iDocuments Sales Order Automation:
Achieve up to 100% data accuracy with straight-through, automated processing
Eliminate manual keying of orders
Improve customer service with faster response times
Automatically capture, validate, process and archive orders in seconds
Automatically route orders for exception handling via web interface or mobile app
Quickly retrieve and query orders from the archive using Smart Search
Create delivery documents and sales invoices
Easily manage sales returns approval and credit note processes
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