Sales Order Entry

Regardless of what industry you serve, if you’re a B2B company, processing orders timely and accurately is paramount to your success. Best-in-class companies choose to utilize automation for their sales order entry process to transform manual order entry into your ERP system into a touchless automation system where orders are received, validated and entered into your ERP system for processing and fulfillment – all without human intervention. Gone are the data entry delays and errors while vastly improving the speed at which you process orders.

Eliminate Manual Data Entry of Sales Orders

In a competitive climate, companies cannot afford to have customer service staff spending countless hours each day performing manual, data entry tasks. It’s error-prone, inefficient, and can impact your company’s bottom line. With IntelliChief’s sales order entry automation tools, companies can:

• Eliminate the manual process of validating and entering sales orders into an ERP system, freeing up customer service staff to be more productive and proactive with customers
• Ensure order process consistency by eliminating pricing discrepancies between PO’s and contractual pricing
• Enforce business rules for the order approval process, including credit limit and credit approval checking
• Easily track all received orders from receipt through validation, approval and fulfillment
• Validate each line item on a sales order for entry into the ERP, including part number cross-reference validation
• Reduce the overall cost of customer service by eliminating human intervention by up to 90%

Increase Efficiency with Sales Order Entry

With IntelliChief’s sales order entry automation tools, you can move your products out the door more quickly with fewer errors, no matter your industry. From specialty manufacturers with complex made-to-order processes to distributors who rely on speed and accuracy in fulfillment, sales order entry automation can improve how you process your orders. Our intelligent tools expeditiously process your orders by eliminating the bottleneck in your order entry process with efficient and accurate touchless transactions for receiving, validating and automatically entering the orders in your ERP system. Some of the benefits you’ll see with sales order automation are:

• Eliminate time-consuming bottlenecks and errors caused by the amount of time it takes to manually enter orders into your ERP
• Reduction in collections issues by enforcing the adherence to to credit check and credit approval processes
• Elimination of mis-shipments by enforcing order entry processing rules for fulfillment accuracy within your ERP system
• Improvement in the speed for order entry processing time by streamlining exception handling when PO discrepancies occur
• Increase in order approval times by simplifying internal routing of orders requiring pre-approval from key departments such as credit, estimating, engineering/production, quality, and more
• Reduction in the number of customer service representatives required to enter and process orders
• Maintain better control over your sales administration with complete management visibility and tracking of all orders, including escalation timers for delayed orders
• In a nutshell, eliminate manual data entry and reduce sales order processing time by 50 percent or more to improve your business

Order Documents Are At Your Fingertips

IntelliChief sales order entry automation tools include a digital repository containing an order jacket for all the important documents associated with a sales order including purchase order, order confirmation, engineering drawings, shipping document, production change orders, invoices, statements, credit approvals and more. The order jacket containing all the relevant order documents is accessible directly from your ERP streamlining customer service and eliminating the need to retrain your customer service representatives.

With IntelliChief sales order entry automation, users and management teams get user-friendly dashboards to help monitor the entire processing of an order from receipt through fulfillment and even receipt of payment. You have complete visibility to when each order was captured, track the routing of the order through fulfillment, identify any required approvers, and glean valuable insights into the efficiency of entering orders to help you refine and streamline your customer service process. With this information at their fingertips, your customer service team can become customer advocates, providing valuable communications and feedback to customers on the status of their orders, dramatically improving your level of customer satisfaction.

Ready to find out how sales order entry automation can improve the way you process orders? Contact IntelliChief to learn more, or to request a custom demo of our complete solutions for order-to-cash automation.