Automating the Receipt of Sales Orders
October, 2022
Process for Automating Purchase Orders
Over the past decade, there has been a clear trend of moving to electronic transmission of business documents such as sales orders, purchase invoices, statements, etc. Within typical UK companies, roughly 80% of their sales orders will now be received via email in the form of a PDF, XML, EDI or CSV file. Though this has led to many businesses investing in ERP systems, they can still be found printing and scanning PDF orders which wastes both time and money!
By using software such as Formate eVo incoming emails can be captured and identify purchase orders from unrecognised customers and reject them. Next, valid PDF purchase orders can be read electronically, the data retrieved and the product codes substituted (via a database lookup) if required. Non-valid orders can be passed via a workflow process for human eyes to resolve. Valid purchase orders can be automatically submitted to the ERP system via an API, or converted to a suitable file format (CSV, XML, JSON, EDI etc.) for digestion by the ERP platform. Below is a complete diagram of the process!
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