Sales order processing is a critical function for any enterprise, directly impacting revenue, customer satisfaction, and operational efficiency. Senior leadership within organizations views this function as a strategic area that must evolve to keep pace with business growth and customer expectations.
At its core, enterprises have two primary objectives when it comes to sales order processing:
Enhancing order cycle efficiency
Speed and accuracy in translating purchase orders into sales orders are crucial. Efficient processing ensures that downstream activities—such as inventory allocation, invoicing, and fulfillment—are triggered without delays, improving order cycle time and overall supply chain responsiveness.
Leveraging data-driven sales opportunities
A fundamental goal is to gain insights into current sales trends, especially for recurring customers. By identifying purchase behaviors, their current stock in-hand, enterprises can proactively reach out to customers with relevant offers, ensuring repeat business and fostering long-term relationships.
While these objectives seem straightforward, enterprises often face significant challenges in achieving them due to legacy processes and inefficient workflows. Below are some of the most pressing challenges that hinder optimal sales order processing:
Our AI-powered Sales Order Processing solution is built on a structured, three-tiered framework that harnesses Intelligent Process Automation technologies to enhance operational efficiency, accuracy, and customer engagement.
For enterprises managing recurring customers, our solution leverages historical purchase data, real-time inventory insights (both enterprise and customer-side), and contractual commitments to predict future sales demand. By analyzing this data, businesses can proactively generate indents, collaborate with customers, and ensure seamless order fulfillment. Our configurable software agents collect data from various sources, apply predefined business rules and algorithms, and draft indents before communicating them to relevant stakeholders, enabling a proactive and data-driven sales approach.
An essential feature of our solution is the seamless collection and tracking of sales data from multiple sources, including sales teams, distributors, and clients. By integrating advanced tools such as chatbots, low-code applications, and direct system connections, enterprises can capture accurate data in real time. Additionally, seamless integration with customer systems enhances collaboration, optimizing order processing while reducing errors. With automated workflows and intelligent tracking mechanisms, businesses can accelerate the order lifecycle and improve overall operational efficiency.
Our configurable software agents automatically retrieve purchase orders (POs) from various sources such as emails, shared folders, web portals, and ERP systems. AI-powered algorithms then extract and validate critical information—including customer details, order line items, delivery addresses, and payment terms—against master data, inventory records, and business policies. Any discrepancies, such as out-of-stock items or pricing mismatches, are flagged for human review. Once validated, sales orders are seamlessly generated within the ERP or order management system, ensuring all stakeholders are notified through automated emails, alerts, and reports. Additionally, this process can seamlessly trigger downstream workflows, including raw material inventory checks, procurement, and manufacturing scheduling. Automating these transitions ensures a smooth handoff to order fulfillment teams, enhancing efficiency and reducing delays
Automating Indent creation for large India based Luxury Goods Importer & distributor
Business Problem
Managing inventory replenishment in modern trade is a complex challenge. Retailers provide stock-in-hand reports for each store, but tracking inventory levels and ensuring timely fulfillment from the nearest warehouse—while securing retailer approvals—is entirely manual and person-dependent. This inefficiency leads to missed sales opportunities and delays in restocking, impacting overall business performance.
Solution
Our solution aggregates stock-in-hand data from multiple retailers across various store formats, retrieves inventory levels from the ERP for each warehouse, and applies intelligent algorithms to generate proposed indents for each retailer. These indents are then shared with the sales team for review and further coordination with the retailer to ensure timely replenishment.
Outcome
Automating sales order processing for Large Indian manufacturer and distributor of outdoor gear & travel accessories
Business Problem
The client operates across multiple sales channels, each with distinct methods for receiving purchase orders (POs) in various formats, such as PDFs and Excel files. Validation and processing rules differ across these channels, making order management complex and time-consuming. The heavy reliance on manual workflows led to inefficiencies and delays in order fulfillment.
Solution
Tailored Intelligent Automation solution was deployed to address their key challenges:
Outcome
Discover more of our innovative solutions
