Sales Order Automation - Mosaic Paperless Solutions

DocStar ECM Sales Order Automation

Adding value to your business, productivity to your process, and profit to your bottom line

Business today is more competitive than ever.  Does your business have the tools to keep up? Sales-order entry is a mission-critical part of the sales transaction – DocStar ECM Sales Order Automation takes the extra work and worry out of sales order entry, automating the process and eliminating manual sales-order entry errors.

Capture

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 sales orders, then moves the data on to the next step.

Process

If all the conditions are met and there are no exceptions, the order is sent on to the “happy path” straight to Auto Allocation and fulfillment. For those orders with no exceptions, this is an easy way to accept, review and initiate the orders – as quickly and efficiently as possible, but also with added human intervention as needed to facilitate and eventually finalize the sales cycle.

Learn more about Sales Order Automation, contact us!

Sales Order Automation Features and Benefits

  • Reduce overall costs
  • Improve transaction efficiency
  • Achieve measurable efficiencies
  • Enhance accountability
  • Accelerate business processes
  • Improve fulfillment speed
  • Eliminate transposition errors
  • No more lost or misplaced orders
  • Intelligent data collection and data mapping
  • Drag and drop attachments to emails that will get ‘scanned’ into the system through an OCR application
  • Workflow for order handling, validation and issue resolution
  • Integration with ERP
  • Customer credit hold checking
  • Duplicate sales order checking
  • Part number /item validation
  • Secure storage for permanent archiving
  • Documents Screen to indicate the document and what is supposed to happen to it
  • Demand Screen that is designed for order entry and not so EDI-centric
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