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Automate the uploading of sales orders
Save up to 70% of the time needed to upload new orders, and reduce errors in data entry
Uploading sales orders into company IT systems is an essential activity of the Sales Office. However, due to the significant amount of time and repetitive activities required, it may generate inefficiencies and delay production planning.
Orders are often received in a variety of formats, through different communications channels. This entails an extension of the processing time needed and an increase in the probability of making errors in the data entry phase, with direct impacts on the downstream processes.
Uploading sales orders into company IT systems is an essential activity of the Sales Office. However, due to the significant amount of time and repetitive activities required, it may generate inefficiencies and delay production planning.
Orders are often received in a variety of formats, through different communications channels. This entails an extension of the processing time needed and an increase in the probability of making errors in the data entry phase, with direct impacts on the downstream processes.
From manually uploading sales orders…
Continuous monitoring of e-mail addresses or other channels for the receipt of orders.
Manual downloading of orders, often received in a variety of formats, some of which are not human readable.
Copying and pasting or typing the order data into the ERP.
Checking that all the information entered is correct.
… to the automatic uploading of sales orders
Automatic monitoring, importing, extracting and uploading of data into the ERP
The solution automatically acquires the PDF of the order from an e-mail address or the EDI order from the dedicated provider. It recognises the client and file type and extracts the data from the document. Subsequently, the solution autonomously uploads the extracted information into the IT system, possibly converting client item codes into internal codes. If necessary, it also automatically creates the order confirmation in EDI format.
The digital flow … in detail
With the COLLHUBORATE suite, the uploading of sales orders can be completely automated in a few simple steps. Find out what they are!
A specific connector is “listening” in a specific e-mail address or folder to acquire new orders in PDF, or by interfacing with the EDI provider.
This triggers a process of importing the sales order and recognition of the content and the associated client, to automatically apply the correct mapping to extract the data.
The solution automatically recognises and extracts all the useful information from the order.
The system automatically uploads the data extracted from the sales order into the ERP, possibly converting client item codes into internal codes, also automatically.
If necessary, the system generates the order confirmation in EDI format, taking the necessary data from the ERP.
Discover the platforms we used to build the solution dedicated to the automatic uploading of sales orders into the administrative software
Discover the platforms we used to build the solution dedicated to the automatic uploading of sales orders into the administrative software