Automate your Sales Order Intake with AI agents
Seamlessly handle processing of customer purchase orders, reduce manual errors, and speed up fulfillment with our AI assistant
Why manual processing of sales order
is holding you back
Challenges:
Manual sales order processing
Time-consuming and prone to human errors, leading to inaccuracies and delays in processing orders
Data entry errors
Mistakes in entering order details can result in incorrect shipments, returns, or customer dissatisfaction
High order volume
Scaling order intake during peak seasons or periods of rapid growth becomes a bottleneck
Complex order validation rules
Custom pricing, discounts, or specific shipping instructions increase the risk of errors
Lack of integration
Disparate, siloed systems make it difficult to streamline order intake
Unmet customer expectations
Today's customers demand faster order processing and real-time updates, which manual processes struggle to provide
Solution Overview:
Automated order intake
Automatically capture and process orders from emails, PDFs, Excel files, or other formats, eliminating manual entry
Data validation
Ensures order accuracy by cross-checking data against inventory records, price book, etc.
ERP integration
Automatically updates order details into systems like Microsoft, Oracle and SAP for a seamless workflow
Real-time notifications
Provides instant updates to stakeholders and customers on order status, shipment, and delivery
Error handling
Flags incomplete or incorrect orders for review, minimizing disruptions in the process
How our AI assistant for
sales order intake works
Step 1
Retrieve customer purchase orders from various sources including emails and customer portals
Step 2
Digitize, classify, and extract data from the purchase orders, including key details such as customer information, product SKUs, quantities, unit prices and shipping details
Step 3
Perform validation of the purchase orders against your sales quotation, inventory data, price book, etc. to ensure accuracy and compliance with your business rules
Step 4
Post the validated orders into your ERP system, streamlining order creation and reducing manual intervention
Step 5
Provides the stakeholders with real-time updates, including sales confirmation, shipment tracking and delivery notifications
Key features and benefits of Agentic AI
Save time
Boost accuracy
Improve the order-to-cash cycle
Faster order fulfillment
Are you still spending hours every day manually processing sales orders?
Say goodbye to manual order processing and hello to agentic process automation.