Sales Order Processing Automation Software
Automate sales order processing with AI and RPA for optimized data recognition and verification.
Executive Summary
Esker's Sales Order Processing Automation Software is an AI and RPA-powered solution designed to revolutionize how businesses handle incoming sales orders. By leveraging advanced technologies, it automates the entire order-to-cash cycle, from initial data capture and recognition to verification and integration with existing ERP systems. This eliminates the need for manual data entry, significantly reducing processing times and the potential for human error. The software optimizes data recognition and verification across various document formats, including emails, PDFs, faxes, and scanned documents, ensuring high accuracy and consistency. This automation frees up customer service and sales operations teams from repetitive administrative tasks, allowing them to focus on higher-value activities such as customer engagement and strategic problem-solving. Ultimately, it enhances operational efficiency, accelerates order fulfillment, and improves overall customer satisfaction by ensuring orders are processed quickly and accurately. The solution offers seamless integration with multiple ERP systems through standard connectors and APIs, ensuring a smooth flow of data and minimizing disruption to existing workflows. It also provides real-time visibility into order processing status and key performance indicators through intuitive dashboards, empowering businesses with actionable insights to continuously optimize their order management processes.
Use Cases
- Automating data entry from various sales order formats (email, PDF, fax, EDI).
- Expediting sales order processing to reduce lead times and improve fulfillment speed.
- Improving data accuracy and reducing manual errors in sales order capture and validation.
- Freeing up customer service teams from manual data entry for higher-value customer interactions.
- Integrating sales order data seamlessly with existing ERP systems for end-to-end automation.
Features
Visibility
- Real-time Order Status: Gain immediate insights into the status of all sales orders, from receipt to processing and ERP integration.
- Performance KPIs: Monitor key performance indicators such as processing times, accuracy rates, and exception volumes for continuous improvement.
Intelligence
- Intelligent Data Extraction: AI-powered recognition extracts data from various document formats with high accuracy, reducing manual effort.
- Automated Data Validation: Automatically validates extracted data against business rules and master data to ensure accuracy and compliance.
- Exception Management: Automatically identifies and routes exceptions for quick human review and resolution, minimizing delays.
Technical Specifications
- Architecture
- Cloud-based platform utilizing AI, RPA, and REST APIs for integration.
- Deployment
- SaaS
- API Available
- Yes
AI/ML Stack
- Machine Learning
- Robotic Process Automation (RPA)
Integrations
- Oracle JD Edwards
- Microsoft Dynamics 365 Finance & Operations
- Microsoft Dynamics 365 Business Central
- Dun & Bradstreet
- EDI
Security & Compliance
Encryption: Automatic encryption of all data at rest.
Pricing
- Starting Price
- Contact sales
- Target Customer
- SMB,Mid-Market,Enterprise
About Esker
Esker is a leader in AI-driven process automation software, specializing in cloud-based automation for source-to-pay and order-to-cash cycles, including procurement, accounts payable, accounts receivable, and customer service management.