Sales Order Automation Services | Mosaic Paperless Solutions

Revolutionize Your Sales Process

Streamline manual, time-consuming tasks in the sales process to enable the sales team to focus on where they can add value

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Your Order Entry Team is the Lifeblood of Your Business

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.

Eliminate Manual Data Entry

No more typing inbound non-EDI customer POs into your ERP accounting system.

Reduce Data Entry Errors

Intelligent capture software makes fewer mistakes than humans and this means more accurate new order entry data.

Reduce Cycle Time and Headcount

Order-to-cash cycle time is one of the most important KPIs in order fulfillment. We help you reduce this cycle time.

All Documents in One Place

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”.

Mosaic Offers Sales Order Automation Solutions

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.

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Getting Started with Automating Your Sales Process

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.

mosaic scan purchase orders

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.

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Sales Order Automation FAQ

Automating the sales order process can save time and resources, reduce errors, and improve customer satisfaction by streamlining the ordering process and reducing the risk of mistakes. It can also provide valuable insights and data to help businesses make better informed decisions.

Yes, sales order automation can be beneficial for businesses of all sizes. It can be customized to fit the specific needs and resources of each business, making it a scalable solution that can grow with the company.

Yes, sales order automation can be easily integrated with other systems and tools such as customer relationship management (CRM) and enterprise resource planning (ERP) to create a seamless and efficient workflow.

Automating the sales order process can help to eliminate manual errors and improve accuracy by automating tasks such as data entry and order processing. This can help to reduce the risk of errors and improve the overall efficiency of the sales order process.

At Mosaic, we prioritize the security of our clients' data and use various measures such as encryption and secure servers to protect against unauthorized access. We also have strict data privacy policies in place to ensure the protection of our clients' sensitive information.

Featured Case Study

united solutions logo
“We already know that within 18 months we will achieve a full return on our investment.”

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.

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Let Go of Paper. Empower your Business.

Let Go of Paper.

Empower your Business.

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Testimonial

What Our Customers Say

The way processes are set up now, it’s almost error-free – it’s hard to put an ROI on that.
Hank Wright
Head of IT for U.S. Operations
The Docstar application has enabled us to effectively and efficiently manage all of our payables, through multiple approval layers; and yet reduce our accounting staff requirements. The system saves time, payroll dollars, file cabinet space, and of course paper. I would recommend Ken and his team (at Mosaic) to everyone.
Lanier Parking Solutions
What do I love about Epicor [now Docstar] ECM? No paper. As a municipal entity, we have to abide by specified retention requirements for documents. In the past we to manually find documents stored in bankers’ boxes with ‘destroy by’ dates. We can now dispose of documents quickly and easily, without digging through dusty boxes.
Brandon Stubblefield,
Controller, Morristown Utilities Commission
One of the biggest benefits we derive from Docstar is the convenience it provides our advisors in accessing paperwork when planning for, or during client meetings.  We are currently using Docstar as our Compliance Books and Records. We have easy access to  in-house and satellite advisors’ files for our on-going internal audits.
Karen Cooke
Operations Manager, Integrated Financial Group
The Docstar system is fantastic. I love it and rave about it to whomever will listen. Ken is also a really great guy to work with. He has been unfailingly honest, concerned with customer service, punctual, reliable, and personable. I highly recommend Ken and Mosaic and Docstar to any small business which wants an easy-to-use, truly functional electronic filing system.
Loraine DeSalvo
Partner, Morgan and DiSalvo, P.C., Attorneys at Law
I really can’t stress enough how happy we are with the entire transition (with Infor CSI’s integration); it’s working far better than we could have ever imagined. Our efficiency has increased significantly, probably to at least 96% or greater. You’ve done such a phenomenal job!
Jenni Miller
Accounting Supervisor, Wood-Mizer
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