Order Processing Automation

Automate sales order entry: read customer purchase orders from email and PDFs, validate them against your data and export to your ERP.

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Order processing automation

Customer orders arrive as PDFs, emails, faxes and scanned purchase orders, each in the customer's own format, and someone has to key them into your order entry or ERP system. Order processing automation reads those purchase orders and enters the sales orders for you: customer, ship-to, PO number, dates, and every line's part number, quantity and price.

How automated order entry works

  • Collect orders from a shared mailbox, fax server or scanner into one queue; see email import.
  • Extract header fields and line items, with AI for customers whose layouts change.
  • Validate against your customer and item master data: map the customer's part numbers to yours, check prices and flag differences.
  • Export to your ERP, order system or database, with the original PO filed and linked.

Order processing with SimpleIndex

SimpleIndex reads purchase orders with templates for regular customers and its optional AI for the rest, checks values against your database, and exports to CSV, XML or any SQL database for import into your order system. It's licensed once and runs on your own computers. For the payables side, the same approach reads vendor invoices; see AP automation software.

Send us a few sample purchase orders and tell us what your order system imports. Ask us or call 865-637-8986.

Related

Data extraction software  -  Three-way matching  -  AI document processing

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In case a connection to a database of orders or contracts was set up, invoice data can be matched against the actual purchase orders at the verification stage. In this case the Operator will be able to open a matching order from the database, compare its data with those in the invoice, and confirm the data captured from the respective field.


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populated from these databases if the right records have been confidently detected. If no or multiple records are found in the database, the Operator can choose the correct record manually.

Purchase Order matching

In case a connection to a database of orders or contracts was set up, invoice data can be matched against the actual purchase orders at the verification stage. In this case the Operator will be able to open a matching order from the database, compare its data with those in the invoice, and confirm the data captured from the respective field.

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populated from these databases if the right records have been confidently detected. If no or multiple records are found in the database, the Operator can choose the correct record manually.

Purchase Order matching

In case a connection to a database of orders or contracts was set up, invoice data can be matched against the actual purchase orders at the verification stage. In this case the Operator will be able to open a matching order from the database, compare its data with those in the invoice, and confirm the data captured from the respective field.

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Click on the link to find out more about this item.



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populated from these databases if the right records have been confidently detected. If no or multiple records are found in the database, the Operator can choose the correct record manually.

Purchase Order matching

In case a connection to a database of orders or contracts was set up, invoice data can be matched against the actual purchase orders at the verification stage. In this case the Operator will be able to open a matching order from the database, compare its data with those in the invoice, and confirm the data captured from the respective field.

On-the-Go Training technology


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Click on the link to find out more about this item.



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populated from these databases if the right records have been confidently detected. If no or multiple records are found in the database, the Operator can choose the correct record manually.

Purchase Order matching

In case a connection to a database of orders or contracts was set up, invoice data can be matched against the actual purchase orders at the verification stage. In this case the Operator will be able to open a matching order from the database, compare its data with those in the invoice, and confirm the data captured from the respective field.

On-the-Go Training technology


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Click on the link to find out more about this item.



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From our office in Knoxville, TN we provide on-site installation, training and demos across East Tennessee, including Knoxville, Oak Ridge, Maryville and Alcoa, Chattanooga and the Tri-Cities. Everywhere else, including Nashville, our online setup, training and support make on-site visits unnecessary for most projects.

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