TranscendSO: Sales Order Automation

Effective and efficient sales order processing developed on no-code Kofax Intelligent Automation Platform. Intelligent automation capabilities assure that accurate and error free order data is posted to the ERP. Customer purchase orders arriving from diverse sources: (email, Fax, XML, EDI, etc.) are captured, relevant data is extracted and validated against the ERP master data. The solution provides automated user notification of exceptions. Developed by Optima Global Solutions, Inc.

·         Orders arriving from multiple input sources are processed and posted to your financial application in real time

·         Automated data capture and validation assures accuracy of all relevant data and computed values such as totals and taxes

·         Dynamic learning recognizes unique attributes of orders, assuring continuous improvement

·         Provides workqueues for processors to address orders pending approval or exceptions

·         Supports multiple country rates, tax formats, currencies, and character sets

·         Automatically converts customers data to ERP codes (e.g. Item Code and UOM to your ERP’s Item Code and UOM 

·         Supports multi line item and multi page purchase orders

·         Multi-channel intelligent capture provides a single source of truth for all incoming data.

·         Timely and accurate order information enhances customer satisfaction.

·         Customer service reps can quickly address customer inquiries.

·         Purchasing departments are better able to accurately forecast inventory.

·         Billing departments gain timely access to sales orders to validate order fulfillment and generate invoices.·