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.
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.
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.
Automatically acknowledge the order, manage exceptions and route documents to the correct person if approval or manual intervention if rejected.
Post sales order to your ERP, CRM or other internal systems as required.