Order Processing Automation

What is Order Processing Automation

An automated order processing software solution uses technology to digitise and transform your order processing workflow. It helps to avoid inserting the same information multiple times and reduces the chance of error or incorrect processing.

Order processing is a critical part of the total order management process and can significantly impact when a customer receives their goods or service. Businesses can better serve customers by automating the process, reducing tedious manual tasks and increasing organisational capacity.

Automate Your Sales Order Processing

Process Orders Efficiently

Order processing automation technologies allow rapid collection of data from sales orders to reduce manual intervention and increase the order processing team efficiency.

Increase Accuracy

Use a digital platform where order processing rules can be set, and data validation can be performed on the fly whilst processing orders. It then becomes easier to track errors before they become an issue.

Gain Process Insights

Having full visibility of all orders from the point they are received to completed provides the organisation with insight on productivity, SLA’s and trends allowing teams to make more informed decisions and improve order processing times.

Digitally Process Orders

Mailbox Monitoring

Quickly process PDF orders from customers. PDF, Excel, HTML and other messages can be automatically extracted from monitored email boxes to remove the need for CSRs (Customer Service Representatives) and OP (Order Processing) teams to perform this manually.

Portal Monitoring

Automate the process of downloading orders from portals. Use technology to monitor portals and download orders to ensure they can be processed at the earliest opportunity and never missed.

Automated Data Entry

No longer do staff members need to manually key data from sales orders into the Finance system during order processing. The end to end process can be accelerated, be more accurate and cost less by using the latest machine learning and artificial intelligence technology.

Data Validation and Matching

Use existing system data to validate orders that are being processed and match Customer, Quote and Product data automatically to maximise data quality. Data validation increases accuracy and helps identify potential problem orders early on.

Digital Workflows

Automatically assign orders to specific team members and provide simple digital mechanisms for query and exception resolution for problem orders. Pre-determine processing routes for sales orders to ensure compliance with internal and external procedures.

Process Insights

Give your organisation full control to see what is in process, who it currently sits with, and how long it has been there and avoid the manual chasing orders around the organisation.

Enhance Customer Relationships

By using order processing automation technology, you can process your customers’ orders quickly, accurately and reliably to enhance the service you provide. Quickly and easily process orders, better handle peak volumes, and improve exception handling.

Improve Cashflow

Automation technology to process orders means that systems can be updated faster, and ultimately the fulfilment of orders and billing can be fulfilled. This helps to bring forward payment and have a positive impact on cashflow.

Order Processing Automation Process Flow

Sales Order Processing Automation Flow Diagram

How Does Order Processing Automation Work?

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