Sales Order Entry Automation

The manual entry of sales orders can threaten your company’s productivity, efficiency, and bottom line. Automate the entry of sales orders into your ERP today, see process time and accuracy improve immediately and benefit from an immediate ROI.

What Is Sales Order Entry Automation?

Sales order entry starts when a customer places an order and ends with the fulfillment and delivery of that order. Sales order entry automation is the set of software tools to streamline and improve the process of entering an order into an ERP system. Improving the speed and accuracy of orders entered into your ERP have a widespread impact on your organization and customer relationships. By automating the entry of orders into your ERP, the order entry process is streamlined, and orders are processed more efficiently and accurately, allowing faster fulfillment and an improved collection cycle.

Improving Order Entry

Your Enterprise Resource Planning (ERP) system is the source for managing all your sales orders. Unfortunately, if your Customer Service team is still manually keying orders into your ERP system from order documents and PO’s received from customers, there is a accuracy and timeliness gap between received and fulfilled orders. Suffice it to say, there is room for improvement in the process. The more orders you need to manually process, the harder it is to keep up. When your order entry process fails to keep pace with your customer’s needs, it can put a strain on the valuable relationships you depend on, impacting sales and cash flow.

Intelligent sales order entry automation is the tool you need to improve the entire order entry process. With this technology, sales orders are validated and entered into an ERP system automatically. For orders requiring pre-approval, the process for approval is enforced and streamlined resulting in faster fulfillment and improved customer satisfaction. Manual data entry into an ERP and human errors are eliminated. Processing orders more efficiently and accurately results in improved fulfillment and collection times, leaving your customer service team more time to service customers and improve customer satisfaction.

Entering Orders Into Your ERP System

With IntelliChief’s ERP integration for sales order entry automation, order documents and PO’s received by your customers are automatically converted to orders in your ERP.

Whether orders or PO’s are received by EDI, email, fax or paper, our customized solution automatically imports order detail into your ERP. Our robust automation platform scans each document, collecting the line-item detail of part numbers, prices, quantities, and shipment information to import directly to your ERP to kick off the credit check and fulfillment process.

Eliminate Order Processing Delays

Unlike other content management solutions, IntelliChief integrates with ERPs in real-time which means orders received are automatically entered into the ERP without delay or humans keying in the information. Our solution never calls in sick, is out on vacation or makes mistakes because it was out too late the night before. As soon as a customer sends in an order, the information is captured, validated, and the sales order is created in your ERP. For orders requiring approval, (for example for credit authorization), our system tracks the approval process, and once approved, automatically creates the order in your ERP. Order processing delays are eliminated, resulting in faster fulfillment and collections.

Eliminate Order Entry Errors

When you’re not entering each order by retyping the information from a PO or order document into your ERP, 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 and mundane activities that can easily be eliminated. You can then reduce the number of customer service representatives you need and the rest of your customer service team can get back to providing great customer service.

Specialized Sales Order Entry

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 entry.

With IntelliChief, unique orders can be processed just as easily as standard ones. Our solution 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. All of the information and documents you need to process an order are automatically added to the order history, ensuring compliance and fulfillment accuracy.

Full Order-to-Cash Support

As you move beyond sales order entry automation and look to improve customer service, providing fingertip access to all of the documents and information associated with an order from order receipt through payment is crucial to delivering a quality customer service experience. IntelliChief is fully integrated with your ERP to automatically capture and index all of the documents and information in the order-to-cash (O2C) process. Orders, PO’s, customs forms, shipping documents, delivery notifications, and acceptance receipts are easily accessible from both your ERP and the IntelliChief platform, allowing for an improved customer service experience. You don’t have to search through the ERP for the documents and information a customer seeks or add documents manually, customer service staff has it all at their fingertips, reducing training costs.

If you operate multiple warehouses or fulfillment centers, this makes your O2C process much simpler and more powerful. Once your orders are received, all of the order information and documents are captured and made available to customer service staff to answer any customer inquiries on the status of orders. Each customer’s order history/status is stored in an electronic archive, which your staff can easily access at any time, right from the ERP or from the IntelliChief archive eliminating delays in answering customer inquiries on the status of orders.

Sales Order

Eliminate data entry for orders.

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