Automate Sales Order Processing

No Printing, No Typing, No Errors

Automate Sales Order Processing.

EDI systems are the most logical and efficient way to automate sales order processing. One computer (the customer’s) sends an EDI order file to another computer (the supplier’s) and the order gets uploaded or imported into the sales order entry module of the supplier’s ERP system.

So in a perfect world all orders would be sent and received as EDI files and no one would need to type anything, HOWEVER there are lots of issues around implementing an EDI system and the most common way orders are received from customers are as PDF and excel email attachments so let’s dive into how these  orders can be automatically posted to a sales order entry system. Let’s consider some of the options you can implement to improve the efficiency and accuracy of processing sales orders.

• • • Add an eCommerce module to your website for customers to place orders.
    • Create a dedicated email address to receive customer orders.
    • Add a email macro to check if an attachment is present and process accordingly.
    • Use a product like PDFDataNet to extract order data from a PDF, XML, EDI, CSV, or MS Excel file.
    • Validate data and transform items such as product codes.
    • Pass the data to an integration layer program to update the sales order module of your ERP system.
    • Archive the original order into a document management system with a link from the sales order transaction.

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