Sales Order Automation

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 in the form of a PDF, XML, EDI or CSV file.

 

Many businesses have invested in their ERP system but often print and scan PDF orders which wastes both time and money!

 

The schematic below outlines a solution to this problem using Formate eVo software.

Schematic of the Formate eVo Processes

Automating Sales Orders Schematic

 

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 messagesAI Head
  • Check sender email address against a lookup database and send an email receipt if recognised
  • Check if an attachment is present and process 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 PDF brochure with pricing and cost saving example (No registration required).

 

Address

  • Document Genetics
  • Hall Farm,
  • Sywell Airport,
  • Sywell,
  • NN6 0BN.

Contact Info

Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Phone: 01604 671177