Lead Forensics Pixel Sales Order Processing | Mosaic Paperless Solutions

Your order entry team is supposed to be 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?

Like most businesses, you’ve automated a few departments, but the order entry team inevitably complains the most about having to manually enter data from new orders. The system isn’t made for them, as sales is often an-add on to your legacy system, sometimes in inventory management or another department. This is not a sales order processing system.  To increase productivity and cash flow, your order entry team needs to let Intelligent Data Capture technology do all the heavy lifting of getting the orders into your ERP system. Every team faces similar challenges. At Mosaic, we work to customize a solution, specifically designed to fit the needs of your business… and your order processing team. This cloud-based secure system can be accessed in the field on tablets or even mobile devices. A customized system built with them in mind will become an extension of their processes.

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DocStar ECM Sales Order Automation

Sales Order Automation Workflow
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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.

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Downloadable Guide: Reduce Order Entry Issues, Process Faster, Deliver Sooner

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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 worries away with sales order processing software.

Your inventory system, shipping options, order status and customer requirements are all automated.  You can eliminate the stress from a manual sales order system with our order processing software.

Join the paperless century and reap the benefits of the Mosaic order management system.

It’s time for you to get started with sales order processing software from Mosaic. We are ready to take you into the reality of a paperless future. Ask for a complimentary demonstration today.

Sales Order Automation Features and Benefits

  • Easy to use
  • Secure cloud-based solution
  • Reduce overall processing costs
  • Improve transaction efficiency
  • Achieve measurable efficiencies
  • Enhance accountability
  • Improve overall customer experience
  • Accelerate business processes
  • Improve fulfillment speed with order management
  • 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 in real time
  • Integration with ERP
  • Customer credit hold checking
  • Duplicate sales order checking
  • Part number/item validation
  • Secure web-based 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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To Learn more about Sales Order Management, Contact Us!

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