Sales Orders Automated Processing
BPM process for the automation of the full Sales Orders processing cycle, from the capture of the order document to its verification by business rules, validation, registration in the DMS and automatically accounting of the transaction in the ERP
Process applicable when:
Our solution is applicable when you answer some of these questions affirmatively:
- Does your company, consume many resources on Sales Orders processing?
- Would you like to get a faster treatment cycle on such processing?
- Is it hard to resolve incidents, errors and duplicates that occur when processing them?
- Would you like to have a real-time overview of what is happening with respect to Sales Orders, from any place and time?
- Would you like that your sales department had more time to attend better and in a more personalized way to your customers?
Summary of Functionalities:
- Capture > Automatic capture of the order document from any source and format (letter, email, attachment, fax, Windows folder, DropBox, scanner, tiff image, PDF, Office document, ...).
- Extraction > Classification by morphology and OCR automatic extraction of metadata of the Sales Order.
- Verification > Expert verification (Customer, delivery address, items, prices, margins, duplicates orders, ...) by using customized business rules.
- Validation > Flexible verification circuit and eventual multilevel approval (Sales, Administration, Finance, Logistics, ...) by BPM process tasks.
- Notification > Automated communications (receipt, confirmation, ...) to customers, salesmen, ...
- Transaction > Document and transaction registration and accounting in the DMS and ERP of our Customer.
- Supervision > Online monitoring and traceability, KPIs indicators and statistics.
Benefits of the Process:
- Significant reduction (up to 2/3) of the workload and administrative costs.
- Reduction of the Sales Orders processing cycle from days to hours.
- Eliminate errors, delays, duplicates and time lost in the resolution of incidences.
- Improvement on the organization image and level of service perceived by your Customers.
- Control and traceability of the individual processing of each Sales Order is always maintained.
- Full accessibility to the process and its monitoring anytime and from anywhere with Internet connection.
Our solution can be implemented with full flexibility, combining any type of service implementation, from a pure Cloud Computing, to a mixture of OCR and BPM BPaaS Cloud Service interacting with customer applications (ERP, DMS, ...) locally installed "on-premises" or remotely on a Private Cloud.
Free Real Pilot Test:
We offer our Customers a free real pilot test of our service with no obligation or cost, processing their Sales Orders, with their key users and interacting with their applications, so they can assess the feasibility and benefits of its utilization.
09 October 2017