Order Management

Automate order entry to eliminate busy work, accelerate cycle time, and improve customer relationships

What Is Order Management?

According to IBM, “Order Management starts when a customer places an order and ends once they receive their package or service. It allows a business to coordinate the entire fulfillment process — from order collection, inventory and delivery visibility to service availability.” Improving order processing has a widespread impact on your organization and customer relationships. By streamlining Order Management, orders are processed more efficiently, allowing products and services to be delivered faster and payments collected sooner. You not only save by cutting out inefficiencies and reallocating resources but also retaining customers, which, according to

“Acquiring a new customer is anywhere from five to 25 times more expensive than retaining an existing one.” — Harvard Business Review

Improving Order Management

Your Enterprise Resource Planning (ERP) system provides a streamlined platform for Order Management. Unfortunately, your Customer Service team must still manually key in data from your customer purchase orders into your ERP. The more orders you need to process, the harder it is to keep up. When your Order Management procedures fail to keep pace with your customers’ needs, it can put a strain on the valuable relationships you depend on.

Order Management can be improved by deploying Enterprise Content Management and Process Automation to help you get a handle on your order-processing procedures. With these technologies in place, new sales orders are automatically created from your customers’ purchase orders. You can eliminate manual data entry while moving each order to production much more quickly.  It takes minutes, rather than hours, to accurately process orders because data entry and approval routing are automated. On top of that, it improves customer service by streamlining access to orders and related documents downstream, leading to reduced days sales outstanding (DSO).

Getting Orders Into Your ERP System

Our software automatically converts your customers’ purchase orders into sales orders.

For hard-copy orders (including those that are sent through the mail), all you have to do is scan in the order form. For electronic orders, our software can automatically import order documents faxed in from your customers or sent to you via email. Our software scans each document, collecting the part numbers, prices, quantities, and shipment information to send directly to your ERP.

Eliminate Order Processing Delays

Unlike other content management solutions, IntelliChief integrates with ERPs in real time. As soon as a customer sends in an order, the information is captured, validated, and a sales order is created in your ERP. You don’t have to wait for your data to be updated on a pre-determined schedule; instead, you can start processing each order as soon as possible.

Reduce Order Entry Errors

When you’re not entering each order by hand, you don’t have to worry about data entry errors. Your customers get exactly what they ordered – at the correct price, and in the correct quantities – and your Customer Service team doesn’t have to deal with time-consuming activities like data entry.  They can get back to providing great service.

Managing Special Requests

Some orders are easier to process than others. If you specialize in made-to-order products, it’s even more important to have a streamlined approach to order management.

With IntelliChief, unique orders can be processed just as easily as standard ones. Our solutions can route change orders to the correct departments for internal review, send credit check information over to finance, and even help you complete price checks and other custom business procedures. New information is automatically added to the order history, keeping everyone on the same page in regard to revisions.

Electronically Storing Order Information

As you move through your Order to Cash cycle, IntelliChief automatically captures and indexes the corresponding documentation to an electronic record. You can access your customs forms, shipping documents, delivery notifications, and acceptance receipts from a central platform. You don’t have to add each new record manually, and users can access the information from any location – even if they don’t have direct access to your application.

If you operate multiple warehouse or fulfillment centers, this can make your O2C process much simpler. Once your orders are processed, IntelliChief can provide your Customer Service team with the information they need to answer any questions after the sale. Each customer’s order history is stored in an electronic archive, which your employees can access at any time, right from the appropriate screen within their ERP.

Sales Order

Eliminate data entry for orders.

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