Why Sales Order Processing Automation?
Some processes will always depend on human intelligence, but it’s also possible to streamline redundant, time-consuming tasks with process automation. IntelliChief accelerates the fulfillment cycle with process automation, effectively reducing the amount of manual processing required to complete your sales cycle.
With IntelliChief, you can move your products out the door more quickly, even if they require complex made-to-order processes. 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).
Collect, Distribute, and Process Customer Orders Faster Than Ever Before
IntelliChief helps you work smarter by simplifying your sales order process and eliminating guesswork. It automatically collects order forms that arrive via email, scanner, or fax, then extracts order data for validation against your databases and business rules, such as confirming prices and part numbers are correct. This data is then delivered to your order management system and stored in IntelliChief.
Once stored, the order information is automatically routed through workflow to complete your sales order process. IntelliChief emulates the way you currently process orders, no matter how simple or complex the actions required to get the job done. With Sales Order Automation, the purchase order to sales order conversion takes place instantaneously without manual data entry.
Reduce Your Lead Time By 50 Percent or More
Since sales orders are intended for internal use, automated routing helps you deliver critical data to each of your individual teams right away.
As each order makes its way through your company, you can deliver the corresponding paperwork to Customer Service, Finance, Quality, or Production Control. IntelliChief serves as a single source of truth (SSOT) for these documents, so even if these departments operate out of different locations, you don’t have to send out each sales order individually.
By providing each business unit with immediate, real-time access to your customer order information, you can reduce your lead time by as much as 50 percent or more.
Track Each Order’s Status Through the Fulfillment Process
IntelliChief sales order management software includes user-friendly dashboards to help you monitor the fulfillment process from start to finish. You can see when each order was captured, track routing to various departments, identify approvers, and glean valuable insights to help you refine your process. With this information on hand, your customer service team can answer customers’ questions with ease.
No More Lost Sales Orders
As each order arrives, IntelliChief automatically captures and saves it to an electronic archive. In doing so, IntelliChief eliminates the risk of lost or misplaced sales orders.
When your team needs to know how many units were requested, or what price you quoted the customer during the proposal process, they can recall and review the relevant documentation by utilizing intuitive search functionality and a tight integration with your order management system. 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.
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.
Sales order processing automation helps you eliminate bottlenecks in your Accounting and Finance departments. With batch processing technology, IntelliChief can help you manage hundreds of transactions at a time. A sudden rush of customer orders won’t get in the way of preparation, authorization, and processing.
Integrate With Your Order Management Modules
IntelliChief sales order automation software works hand in hand with your ERP system. You can:
- Connect with your Customer Master and other databases
- Capture and save new documents (like picking slips, delivery notices, and customer invoices) as you create them
- Address customer inquiries within your ERP
- Send transactional information directly to your Accounting software
You don’t need any custom programming to use our order processing automation software. Our solutions can connect to any inventory management program you currently use, including Oracle, Oracle JD Edwards, Infor, and more.
Our software can also follow any order processing workflows that you already have in place. With the IntelliChief Visual Workflow Designer, it’s easy to customize our solutions based on your company’s specific order-to-cash procedure, helping you optimize operations from day one.
Gain Efficiency, Improve Customer Service, and Reduce DSO With Sales Order Processing Automation
Improving sales order processing has a widespread impact on your organization and customer relationships. By streamlining your order-to-cash cycle, orders are processed more efficiently, allowing products and services to be delivered faster and payments collected sooner.
Reduce DSO, eliminate manual data entry, and improve customer service with IntelliChief helping your organization generate revenue more quickly. IntelliChief provides businesses with a distinct competitive advantage, both in terms of productivity and cost savings.
Ready to find out how automated sales order processing can fit into your business? Contact IntelliChief to learn more, or to request a custom demo of our order to cash automation software.