Process customer orders as soon as they arrive with automated order entry software
If you’re still managing order entry by keying in the data on an order or PO into your ERP system, you’re not working as efficiently as you could be. Order entry automation software helps you speed things up and ensures accuracy by eliminating data entry errors.
When you don’t require an employee to enter order information into your ERP, you eliminate manual data entry errors and your employees have more time to spend helping out your customers. Meanwhile, those customers will get their products more quickly, you’ll have a stronger cash flow for your business and your customers will be more satisfied.
Order entry is one of the most time-consuming steps in the order-to-cash process. It can take an hour (or even days) to collect, validate, and approve an order, enter it into your ERP to create an order, and get that order ready for fulfillment. That doesn’t even include time spent correcting data entry errors, or processing customer disputes and returns.
IntelliChief’s sales order entry automation system can help.
Whether you’re a wholesaler, manufacturer, or distributor, our order entry automation software can capture your incoming order documents, enter them into your ERP, and move each transaction through to fulfillment and track that order all the way to cash collections. All of this is done automatically – without any manual effort from your team.
When it comes to processing an order through to fulfillment, what’s your best-case scenario? A 20 percent reduction in your order-to-cash cycle? A 50 percent improvement in your fulfillment time?
What if you could have the majority of your customers’ orders – across all of your different communication channels – entered into your ERP automatically?
Our order entry automation software can monitor the email and fax networks that you use to collect orders. (For orders that arrive through the mail, all you have to do is scan them in – we’ll take care of the rest.)
As order forms arrive, IntelliChief collects the data from the orders to validate against the data in your ERP (like price lists, discounting and customer information) to create a corresponding sales order once the order is approved. Your customer service team only has to get involved if there’s an error, like expired pricing or incorrect item/part numbers. On the fulfillment side, they can start working right away. If approvals are required from other departments before the order is accepted, for example credit authorization, IntelliChief will automatically manage the approval process to ensure the approvals are received in a timely manner.
Our automation system also makes it easy to make a change if a customer requests something different after accepting the initial order. The same way that IntelliChief collects order forms and PO’s, it can collect change requests and special instructions to match up and modify the original order, then route the changes through to the rest of your fulfillment team. Anyone who is involved with the order transaction can access the most up-to-date information anywhere – from any device.
With IntelliChief, you can accommodate the various ways your customers do business. You won’t have to have different processes for emailed and hard-copy orders, and your customers don’t have to change the way they send in their forms. Plus, any document that you need to process an order or bill your customer will be right at your fingertips. IntelliChief keeps everything neatly organized in a central, electronic archive.
Keeping up with order volume is always a challenge for customer service teams, so the more automation you can implement in the sales order process, the easier it is to keep up with ever increasing order volumes and bubbles of order activity. With IntelliChief automation, the more business you do and the more orders you process, the more we can help you save.
Our automation software can automate the processing of single orders and handle large batches of order transactions at one time. Because IntelliChief handles both single orders and batches of orders, your customer service team is not manually doing data entry, so you’ll have a much easier time keeping up with customer demand.
Any time a customer reaches out for an update, you can access their entire order history and all the documents associated with that order with a few simple clicks – right from the order history screen on your ERP. You can see exactly what they ordered (and when), where it is in the fulfillment process, how it was shipped, when it was received and invoiced, what they were charged for each item, when the invoice is due and when the invoice was paid. You can even retrieve pre-sale documents, like RFPs and quotes.
Our automation system can even send out automatic updates, keeping your customers in the loop. You spend less time on customer communications, and they’ll know exactly what to expect leading to higher levels of customer satisfaction.
Our order entry automation system works hand-in-hand with your ERP to process orders. After all, an order can only be fulfilled after having been entered into your ERP system. So, ERP integration is particularly important for sales order entry automation. Our automation solutions integrate seamlessly with any ERP system including some of the most powerful ERP systems in the world like Oracle E-Business Suite (EBS), JD Edwards, SAP, and Infor.
IntelliChief also integrates with other order processing applications and custom line-of-business systems with our built-in integration tools. With our powerful tool, sales order information is shared with your systems to ensure the highest level of automation and productivity, improving the way you process orders.
Ready for faster and more accurate order entry? We’re here to help.
Our order entry automation software offers all the tools you need to process your transactions in your ERP, provide better customer service, and collect payments more efficiently. Want to learn more? Contact us today! Or, request a custom demo here.
Request a customized demo to see how IntelliChief addresses your organization’s most pressing challenges. Simply provide some preliminary information about your project and our experts will handle the rest.
Copyright © 2023 IntelliChief™. All Rights Reserved.