Automatically Process Customer Purchase Orders
In the last 10 years, there has been a rapid move to electronic transmission of business documents (e.g. sales orders, purchase invoices, statements, order acknowledgements etc.). In a typical UK company, at least 80% of sales orders are now received via email as a PDF, XML, EDI or CSV file. Although many businesses have invested in their ERP system, they often still print and scan PDF orders which wastes time and money!
The Formate eVo Server Bot can capture incoming emails and reject purchase orders from unrecognised customers. 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. The schematic below outlines a complete order processing solution using Formate eVo software.
Click HERE for a PDF brochure with pricing and cost-saving example (No registration required).
Schematic of the Formate eVo Processes for Sales Order Automation
(We have a similar solution which automates the processing of purchase invoices)
Functionality
- Monitor one or multiple email accounts (e.g.
This email address is being protected from spambots. You need JavaScript enabled to view it. ) for email messages
- Check the sender's email address against a lookup database and send an email receipt if recognised
- Check if an attachment is present and process it accordingly
- Intelligently extract order data from a PDF, XML, EDI, CSV, ASCII Text or MS Excel attachments
- Translate product codes (if required)
- Update a database table, or ERP system with extracted data
- Pass original order and meta-data to a workflow or document management system (release scripts written as required)
- Provide management reports – volume received, no. accepted/rejected, value, volume by customer (can be run daily/weekly/monthly)
Click HERE for a PDF brochure with pricing and cost-saving example (No registration required).
