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Carlisle Brass automate purchase orders with Formate eVo
September, 2021
Prior to the implementation of the Document Genetics business automation solution, employees within Carlisle Brass’s customer service department spent many hours manually keying in information from purchase orders received via email.
To automate this process the new Formate eVo Application Bot continually polls email accounts for new purchase orders. If a purchase order arrives from an approved supplier, the eVo Bot automatically downloads the PDF purchase order, then intelligently extracts the key information and creates an XML file to upload to their ERP system.
As their orders have many line items, this saves valuable time by no longer needing to manual key from image and of course, dramatically reduces manual keying errors. The project management process and implementation went very smoothly despite difficult COVID related complications:
Sean, Head of IT at Carlisle Brass said “We have found the Formate Evo software very easy to implement. Our project was kicked off at the start of the first lockdown with everyone adjusting to working from home and lower resources due to staff on furlough. Our first trial customer was developed very quickly for us by the Document Genetics technical team and immediately gave us results with order processing efficiency. After that, we developed another four templates which were delivered very quickly and training followed suit – again, fully adapted to work remotely for the first time - but worked just as effectively. This training has now been passed onto the whole of the IT team (not just the development team – but also the helpdesk team). We aim to develop around 5 templates a month.”
Established in 1986, Carlisle Brass is a long-standing designer, manufacturer and distributor of architectural ironmongery. Their products are distributed through a strong network of trade outlets in the UK, they work closely with these retailers to make sure that customer’s orders are delivered where and when they need them. In addition to being ISO 9001:2015 and ISO 14001:2015 accredited, they have also been recognised with Gold Member status from the Supply Chain Sustainability School. The top 9 UK housing developers specify Carlisle Brass products for their new build projects, while more than 1,000 customers have chosen to trade with Carlisle Brass for more than 10 years. www.carlislebrass.com