Try Automated Sales Order Processing for Faster Results

Business processes are at their best when there is a clear, well-defined structure for consistently achieving the desired results on time and on schedule. Without exerting control over these processes, a more chaotic approach can lead to adverse effects and real costs for the business. In areas such as sales, inefficiency might even mean missed opportunities for revenue. Automated sales order processing can lead to significant improvements in cycle times and data quality, all while freeing up time within the business to focus on other important tasks.

Processing a sales order with workflow automation is simpler when you select a powerful platform, such as Tungsten TotalAgility, and supplement it with professionally developed third-party solutions from the Tungsten Marketplace. You can even streamline interfacing with your ERP for sales order integration. Let's consider where today's processes may not be as efficient as possible and explore a Marketplace solution that's perfect for the job.

Why Manual Order Processing Doesn't Meet Today's Needs

Despite its speed, manual work might seem practical because humans remain fully engaged with the process, examining each sales order and overseeing every step directly. However, the reality is that such an approach has several flaws. Especially for businesses operating at scale or preparing for growth, an overreliance on manual work can lead to several problems.

• Inaccurate order detail extraction due to the need to manually inspect documents, identify information, and copy or re-key the data.
• SKU mis-matching or no matching at all, leading to incomplete order information and anomalies.
• Time-consuming efforts to move data into an ERP can introduce new errors into the data or allow information to slip through the cracks.
• Delayed visibility into financial and sales metrics which complicates strategic planning.

These and other concerns can necessitate additional work to correct mistakes, resulting in higher costs and slower results. With the solution from Genus Technologies for sales order entry automation, available in the Tungsten Marketplace, you can address each of these concerns.

How to Use TotalAgility for Sales Order Automation

TotalAgility is a richly featured platform for workflow automation and intelligent document processing. With the addition of the Genus Technologies solution, you can deploy a ready-to-use process for ingesting sales order-related data and outputting data that's ready for use in your ERP platform of choice. This automated order entry system features a design that makes it capable of handling and extracting data from common document types, including:

• Purchase orders.
• Invoices.
• Order confirmations.
• Order specifications.
• Phone-based order transcriptions.
• Emails.
• Documents, spreadsheets, and more.

Leveraging TotalAgility's capabilities, the solution then outputs a fully structured sales order that contains details such as customer information, products ordered, quantities, and prices. The output is ready for ERP integration, demonstrating the power of document processing for sales orders when executed properly.

Notable Features in the TotalAgility Automated Sales Order Entry Solution

Aside from its capability to ingest data from a wide range of channels, including telephone and web portals, this solution also features a variety of other enhancements designed to accelerate order processing and improve quality outcomes. Consider some of the other things about this solution that could make it an excellent fit for your organizational needs:

• SKU matching is automatically performed for clearer inventory management and sales servicing.
• Support for integration with multiple ERPs to simplify data management.
• Complete order histories and audit trails for every sales order.
• Powerful, richly detailed dashboards built to provide real-time visibility and a 360-degree view of customer interactions.
• A cloud-based architecture that supports robust scaling in a secure, compliant environment.
• Custom analytics and reporting to dig into the specifics you need from your data.

With these capabilities at hand, transforming your process is easy, and it unlocks benefits such as:

• Drastically reduced intake times for orders, leading to faster fulfillment and greater customer satisfaction.
• Far fewer errors due to manual data entry and matching.
• Track orders in real-time and derive insights from customer data to improve outcomes.
• Manage compliance requirements with confidence due to the detailed audit trails.
• Leverage analytics to inform smarter decisions and spot trends in customer orders that may indicate patterns of value.

When you can apply intelligent sales order processing, it's clear that fundamental and positive changes are positive.

Leverage the Marketplace to Improve Operations Today

Whether it's reducing errors or providing a clearer real-time view of a company's key data points, this Marketplace solution offers the potential for a high-value ROI on a short timeline, as it can capably replace manual work. Consider what impact that could have on your operations today.

Automated sales order processing is not the only kind of solution available on the Tungsten Marketplace. With options for TotalAgility and many other Tungsten platforms, a broad range of intelligence workflow automation is within easy reach today. Find out more about how to reshape your sales processes and see what else the Marketplace can offer now.