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Streamline manual, time-consuming tasks in the sales process to enable the sales team to focus on where they can add value
The question becomes Why is your lifeblood tediously entering PO after PO from your customers who do not submit orders via EDI? What happens when they enter the wrong data and you ship the wrong product to your customer? Do you have to submit an RMA? Do you eat all the shipping costs both ways? Sales Order Automation offers a better way.
No more typing inbound non-EDI customer POs into your ERP accounting system.
Intelligent capture software makes fewer mistakes than humans and this means more accurate new order entry data.
Order-to-cash cycle time is one of the most important KPIs in order fulfillment. We help you reduce this cycle time.
No more looking for the customer PO, the sales order, the bill of lading or other key documents. They are all maintained in an order “package”.
Sales order automation speeds up the process and eliminates data entry errors which improves fulfillment speed. Customers receive their orders more quickly. In addition, automation improves accuracy. Orders are filled with fewer mistakes—which helps to improve customer satisfaction. If an issue arises, all data is easily accessible to CSRs who can help resolve customer issues for better customer service.
Docstar ECM Sales Order Automation uses Intelligent Data Capture (IDC) to automatically capture and extract structured data, such as a customer’s past purchases from the company, as well as unstructured data such as written communications.
Docstar ECM Sales Order Automation accepts and indexes customer orders, then moves the data on to the next step in the order processing.
If all the conditions are met and there are no exceptions, the order is sent on to the “happy path” by order management software straight to Automated Allocation and fulfillment.
For those orders with no exceptions, this is an easy way for order fulfillment to accept, review, and process the orders – as quickly and efficiently as possible, but also with added human intervention as needed to facilitate and eventually finalize the sales cycle.
The use of Sales Order Automation enables companies to deploy salespeople to those areas where they can make the difference between an initial or repeat sale rather than spending their time on routine, repeatable process that not only can be automated, but also that customer and prospects prefer to have automated.
Now, just six months after bringing Epicor [now Docstar ECM] online on day one of its fiscal years, the company is processing about 2,000 digital documents a day and expects to achieve a full return on investment early in the second year of operation.
Let Go of Paper.
Empower your Business.
Is your inbox a black hole for productivity? While you may think using email for document sharing is a “paperless” strategy, it often trades physical clutter for digital chaos. Discover how to move beyond email and unlock true efficiency with a structured, ERP-integrated workflow platform.
Stop chasing paper across multiple locations. This guide reveals why simply digitizing documents creates digital chaos and how strategic ERP integration is the key to unlocking true, scalable efficiency. Discover the competitive advantage of creating a single source of business intelligence for your multi-location enterprise.
Updated 9/17/25 When it comes to the costs of doing business, few things are as important as the cost of processing an invoice. For many
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