Sales Order Entry Automation

Streamline and automate every step of your complex order entry process

Sales order entry automation can help you keep up with your company’s growth. As your company grows, your sales order volume grows with it, putting a strain on your sales order entry operations.

More demand for your products is never a bad thing. But the more customers that you have – and the more products that you sell – the harder it can be to keep everything straight. Replacing your time-consuming manual processes with a sales order entry automation system is a simple way to accelerate the growth of your business without adding more staff.

Automation eliminates the manual data entry of order processing along with the mistakes that go with it to streamline the way you process and fulfill orders.

Automating Your Sales Order Entry Process

IntelliChief’s sales order entry automation software lets you collect, sort, validate, route, approve and enter an order – all from a single platform and fully integrated with your ERP system.

With our automation solutions, your order-to-cash process starts the second an order is received.

Sales Order Automation

Typically, you’d have to receive each incoming order or purchase order, validate the information contained on the order, input the information into your ERP, receive department approval for the order (for example, credit approval) before creating the sales order to be filled. Once approved, an order acknowledgement confirms the order to your customer as it begins the process of being fulfilled. Once the order is fulfilled, the customer is invoiced and the cash is received to close out that customer order. IntelliChief automates much of this process including managing the approval process and providing a central repository for all the associated documents – without any work required by your team. The result: more efficient and effective order processing and elimination of the order entry mistakes made by your people which means less returns and improved customer satisfaction.

Capturing, Validating & Routing Customer Orders

When an order arrives as an email or fax, IntelliChief automatically imports it. (For hard-copy purchase orders, your Customer Service team can simply scan them into IntelliChief for immediate processing.)

Our order entry automation software instantly sorts, validates, routes, approves and enters an order, making sure that all of the information is correct and matches to what you have in your ERP. IntelliChief even manages the approval process as it routes around different departments in your organization for approval (think credit approval, Engineering, or Production Control).

The more complex your order entry process, the more IntelliChief can help. Automatic routing for approvals put an end to stop and go inefficiencies that slow down your business – improving your productivity, your fulfillment time and your cash flow.

Automated Sales Order Entry

IntelliChief puts an end to manual order entry. Our intelligent capture software can scan each customer order form or PO, automatically collecting the vital information contained on the orders like order numbers, item numbers, prices, quantities, billing information, and shipping information. From capture, it automatically validates the data as it’s extracted, automatically importing the validated information into your ERP.

With sales order entry automation, your employees don’t have to waste time on manual data entry – and you don’t have to worry about preventable mistakes. Your customers get exactly what they ordered, every single time. And if an order is changed after it’s placed? Our software can sync all of the new data in your ERP, letting you acknowledge and address these requests right away.

Automated Communication Updates

As you move through the processing of an order, you don’t have to worry about keeping your customers in the know. IntelliChief automatically works with your ERP to send out order acknowledgments, shipment notifications, delivery notifications, and other customer communications on your behalf.

Any time a new order is created, IntelliChief automatically saves it to a centralized, electronic archive. At any time, you can look up what the customer ordered, when the order was fulfilled, when the shipment was placed, and when it was received. This lets you resolve order inquiries in seconds.

Order Processing Software

  • Your customer service representatives can spend less time entering order forms into your ERP.
  • Your credit managers can view sales orders and immediately approve (or deny) corresponding lines of credit.
  • Your production managers can see new orders and change requests as soon as they’re received.
  • Your fulfillment team can have more easily manage out-of-stock inventory and shipping logistics.
  • Your accounts receivable team can send automatically generated invoices to your customers as soon as each order is complete.
  • Your financial analysts can more easily (and more accurately) assess your company’s cash flow.

As each of these teams work together to get your orders processed, IntelliChief keeps all of your workflows on track. Tasks can be re-assigned when an employee is out of the office, and automatic reminders make sure that nothing falls through the cracks.

Your customers benefit from sales order automation as well. They receive their orders more quickly, and don’t have to waste time disputing errors. When they see you as a more reliable vendor, it’s easier for you to earn their repeat business.

Plus, with IntelliChief, your customers can continue sending you their purchase orders the same way they always have – whether that’s over the phone, by email, or through the mail. No matter the format, you’ll be able to easily convert and process those orders on your end, without asking your customers to adopt EDI or otherwise change the way they do business.

Discover IntelliChief’s Sales Order Entry Automation Software & Streamline Order-to-Cash

Our software works the way that you work. You don’t have to re-engineer your sales order process – we’ll create a process that matches the wat you process orders and not the other way around.

Most importantly, to get the most out of sales order entry automation, we’ll integrate your new automation tools with your current ERP software to ensure the highest level of automation. Whether you use SAP, Oracle, JD Edwards, Infor, or another ERP system, we’ll design a sales order entry automation solution that makes the most of your existing technologies.

More Than Just Sales Order Automation

IntelliChief is more than just a sales order entry automation system. It’s a flexible and versatile automation solution that you can use across your entire enterprise – for any of your document-driven business processes. The same intelligent capture program that collects information from your orders or purchase orders can also collect data from your invoices, applications, credit memos, billing statements, and more. Meanwhile, the same automation tools that help your move your sales order from department to department can do the same for your other mission-critical process flows. With a single platform, you can transform multiple areas of your business.

To learn more about our automation solutions, contact us today.We’ll help you design a custom solution for faster and more accurate order processing.