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With iDocuments Sales Order Automation, you’ll never miss or lose an order. Receive customer orders via email and seamlessly create a fully populated sales order ready to review and submit.


Customers and distributors email their orders and attached PDFs. iDocuments uses AI and machine learning powered technology to automatically capture data from the order at header and line level and then archive documents and data.


Data is automatically validated to comply with your specific business rules and criteria. The order data can be enriched automatically with up-to-date pricing, discounts, tax codes and analysis information from your internal systems.


Automatically acknowledge the order, manage exceptions and route documents to the correct person if approval or manual intervention if rejected.


Post sales order to your ERP, CRM or other internal systems as required.


Benefits of iDocuments Sales Order Automation:

  • Achieve up to 100% data accuracy with straight-through, automated processing
  • Eliminate manual keying of orders
  • Improve customer service with faster response times
  • Automatically capture, validate, process and archive orders in seconds
  • Automatically route orders for exception handling via web interface or mobile app
  • Quickly retrieve and query orders from the archive using Smart Search
  • Create delivery documents and sales invoices
  • Easily manage sales returns approval and credit note processes


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