Sales Order Entry Processing

Reduce lead time with best-in-class Sales Order Entry Automation

Entering sales orders into an ERP is a crucial function of any business. But for most companies, managing customer order entry is easier said than done.

If you don’t have a standard process, documents can get lost or misplaced. Validating quantities and pricing for items being ordered and confirming credit acceptance can delay the processing of orders. Orders received, even with orders received on order forms can take weeks to make their way from Customer Service to production, and change orders can be accidentally overlooked. And the longer your customers have to wait?

The more frustrated they get – and the less likely they are to return.

One way that you can speed up the entry of orders and improve your fulfillment times? Automated sales order entry processing that replaces and enhances the human effort to enter orders into your ERP system.

Sales Order Entry Automation

Some processes will always depend on human intelligence. But it’s also possible to streamline redundant, time-consuming tasks with automation. IntelliChief’s automated order entry entry automation software speeds up your fulfillment cycle by reducing, and in a high percentage of cases, eliminate the data entry process all together.

With our sales order entry automation system, you can move your products out the door more quickly – even if they’re made to order. You’re looking at a processing time of just minutes, rather than hours or in some cases, days. And by moving away from manual data entry, you can eliminate errors as well. The result? Faster fulfillment times, more satisfied customers, and more repeat business.

Using Software to Collect, Process and Track Customer Orders

IntelliChief’s sales order entry automation system helps you work smarter.

Our software automatically collects orders in any format that arrive via email, fax or EDI, then enters them into your ERP system. For paper-based orders, the orders are intelligently captured, digitized and automatically entered into your ERP once the validation and approval processes are complete. IntelliChief takes care of managing all of the activities to ensure orders are automatically and accurately entered into your ERP,

As each order is received from your customers, IntelliChief automatically tracks each received order as it converts the order forms or purchase orders into sales orders in your ERP, including checking for credit and any other pre-order acceptance steps. Your team doesn’t have to enter the data by hand or worry about orders being lost in-process, which lets you speed up the order processing cycle and improve customer satisfaction. Our software can automatically “read” the detail on each document to confirm that prices and part numbers are valid, before moving onto the next steps in the sales order process.

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Sales Order Processing

Reduce Your Lead Time With Automation

With technology, IntelliChief instantly sends orders to the appropriate teams for review and processing. Orders may need to be reviewed by credit, quality control and production control departments prior to being accepted for fulfillment. IntelliChief’s automated routing manages the entire review and validation process, much of which can be completed simultaneously to speed up the processing of orders.

And because IntelliChief manages the documents and processes electronically, if these departments operate out of different locations, the processing time is reduced by eliminating the need for physically moving documents between locations. All the information required to process the order is in a central location, managed by IntelliChief to ensure orders are processed accurately and timely.

By providing each business unit with immediate, real-time access to your customers’ order information, you can reduce your order processing time by as much as 50 percent.

Track Each Order’s Status Through the Fulfillment Process

With so many things to keep track of and limited visibility to orders that have not yet been entered into the ERP, it’s hard to keep an eye on your sales order processing cycle. With IntelliChief, you can monitor the status of every order from the moment the order arrives, with the details laid out in a user-friendly dashboard.

Our sales order entry automation software makes it easy to see when each order was captured, which departments it’s been routed to, who approved it (and when), and anything else you might need to know before it begins to be processed for fulfillment. If customers reach out for an update, your customer service team can get them an answer right away. No more lost orders and no more paper shuffling to find out the status of an order. And for internal reporting? You can easily create custom charts (with your most recent order processing data) to monitor your performance throughout your entire O2C cycle.

No More Lost Sales Orders

As each order arrives, our software automatically captures the order details and saves it to an electronic archive. From there, it manages all the steps in the order entry process, ensuring each order is processed based on business rules and not on tribal knowledge.

As each order is processed, it’s easy to confirm the details for all orders. Need to know how many orders are awaiting credit approval which orders have price variances? IntelliChief provides the answers at your fingertips. This means that you never have to contact your customers and ask them to re-send their order forms, or manually verify the items they wanted to purchase. IntelliChief does it all for you.

Batch Technology for High-Volume Sales Order Processing

Dealing with a high volume of sales orders is the best type of “problem” to have. Unfortunately, what’s great for business can be a challenge for your customer service team – and your on-time fulfillment metrics.

Automation helps you eliminate bottlenecks in order processing. With IntelliChief’s batch processing technology, our robotic automation can help you process hundreds of orders at a time. A sudden rush of customer orders won’t get in the way of preparation, authorization, and processing those orders for fulfillment.

Integrate With Your Order Management Modules

Our sales order entry automation software works hand in hand with your ERP system. With its ERP-specific integration, IntelliChief:

  • Connects with your customer master and other databases to validate customer details, including real-time credit limits and contractual pricing
  • Captures, centrally stores for easy access from your ERP, all documents associated with an order (like PO’s, picking slips, delivery notices, and customer invoices)
  • Simplifies retrieval of documents from your ERP to address customer inquiries related to orders

You don’t need any custom programming to use our sales order entry automation software. Our solutions can connect to any ERP you currently use, be it SAP, Oracle, Infor or other proprietary system. This lets you continue to use the sales order process system you already have in place – only faster and more efficiently.

Our software can also follow any order processing workflows that you already have in place. It’s easy to customize our solutions based on your company’s specific order to cash procedure – helping you optimize operations from day one.

Ready to find out how automated sales order entry automation can fit into your business? Contact IntelliChief to learn more, or to request a custom demo of our order-to-cash automation software.