Automated Sales Order Entry

Inputs to this solution include customer-generated documents such as purchase orders, order confirmations, invoices, and specifications received via email, web portals, or fax. It also handles unstructured content, including email text, scanned documents, spreadsheets, and other attachments. Phone-based orders transcribed into digital formats are processed as well. The system extracts and refines data from these inputs to produce standardized sales orders ready for ERP consumption.

The primary output of the solution is a structured, ERP-ready sales order containing accurate product, quantity, pricing, and customer details. It also generates a complete audit trail of each transaction, including document versions, user actions, and approval workflows. Dashboards and reports provide real-time visibility into order status, processing efficiency, and exception trends. Additionally, the system flags anomalies, alerts stakeholders, and archives all related documents for compliance and future reference.