Work Smarter with IntelliChief’s Order Entry Automation Solutions
If your customer order entry system is too slow and time-consuming because it relies heavily on manual data input, IntelliChief can help. We offer a simple solution for auto entry of order details into your ERP. With our best-in-class technologies, IntelliChief can collect, categorize, validate, approve, and route your customer orders – no matter how they arrive – with little to no effort from your team.
Faster, Easier Purchase-to-Pay
In today’s increasingly connected world, you likely receive customer orders through a variety of channels. There’s email and EDI to think about, plus traditional mail, fax machines and the over-the-phone.
IntelliChief’s customer order entry automation system helps you collect, validate, approve, enter and archive your customer orders as soon as they arrive. You’ll have a much more organized sales and customer service departments – and a much faster and more accurate way to enter orders into your ERP – without mistakes.
Managing Email Orders
Whether you receive orders to a single email address or to a number of email inboxes, IntelliChief will monitor for the receipt of orders to ensure all are processed for fulfillment. No more lost or delayed order entry. IntelliChief instantly imports and processes orders as soon as they arrive in an inbox, eliminating needless processing delays in order entry.
Managing Faxed Orders
We can monitor your fax network, too, for incoming orders. Our software can tell the difference between the different types of documents that you receive, too. That means that it’ll instantly add your customers’ purchase orders to your order processing queue while dealing with other documents – like contracts and invoices – separately.
Managing Mail Orders
When orders are sent in through the mail, you can scan the IntelliChief built-in batch processing technologies to process multiple orders at once. IntelliChief will also process large, multi-page order packets with no trouble at all and no errors in entry.
Managing Phone Orders
When taking orders over the phone, some customer service reps enter the information directly into their ERP. Others take hand-written notes during the conversation, then transfer those notes into their ERP later on.
With IntelliChief, your customer service reps can fill out customer designed order forms while on the phone, to have that information automatically processed into a sales order in your ERP.
Managing EDI Reports
Orders received through electronic data interchange that have conflicting or incorrect information can be automatically corrected by IntelliChief to then be directly entered into your ERP. This includes supplemental data not supported by EDI. IntelliChief can validate your EDI orders and confirm that each order is accurate before you start processing it. It can also collect payment information for streamlined bookkeeping while eliminating manual data entry errors.
Entering Customer Orders Into Your ERP
Once IntelliChief has captured your incoming orders, it automatically validates, approves and imports them into your ERP, eliminating the process of entering in orders manually into your ERP. No more manual data entry means:
- No more long delayed fulfillment times
- No more order entry errors
- No more manual routing for approval
Before your team starts processing an order, our automation solution checks to make sure all the information contained on the order / PO is correct, e.g. part numbers, prices, and quantities. If there’s something that might delay the order, IntellilChief brings it to your attention right away to avoid delay and customer dissatisfaction..
Collaborative Customer Purchase Order Management
If you need to involve multiple internal departments in order to approve an order, IntelliChief makes that easy as well. Our automation system lets you create custom workflows based on your current process to ensure all approvals are received before accepting and acknowledging an order.
With IntelliChief, you can archive all the documents related to a customer’s order, then give each internal department instant access to the files that they need. For instance, your credit managers can pull up a customer’s credit application, and your product managers can access engineering change orders. The credit approval and credit application can be attached to the order itself for easy access. This way, everyone can handle their responsibilities simultaneously and immediately, and nothing is accidentally delayed.
Our order entry automation software can even notify your customers when each step is completed. From order acknowledgments to shipping confirmations, we keep your customers up-to-date.
To learn more about our automated approach in the purchase-to-pay process, contact IntelliChief today. Or, to see our time-saving tools in action, request a custom demo of our customer order entry automation solution