Frequently Asked Questions about Sales Order Automation

Sales Order Automation

What are automated orders?

The term automated order system refers to a computer network that transfers instructions to an appointed order turnaround system. This order system routes traders instructions so they can be implemented. Automated orders is a hosted solution, in which no software is required which allows companies to take sales orders sent to your organization via either email or facsimile.

Automated trading systems have the space to perform with speed and accuracy. 

This is done by removing human intervention in the order-handling process. By using these systems, it can lower the amount of errors.  Automated sales orders are also used to identify issues and to be more responsive to your clients and are also able to provide another layer of security against fraud, thereby helping to control this risk too.

What is automated sales order recognition?

In the sales order recognition process, sales orders are sent to the system as PDF’s and the sales order data is recorded to create an electronic file, similar to EDI based files.

As part of the data capture process, the software learns so the level of automation can incrementally improve to ensure the files can be created automatically first time, every time.

What is sales order processing?

Sales order processing is the sequence of actions that a business follows to complete a customer purchase. The files are read electronically, then they are matched against the details of the sales quote. This then generates a transaction file for automatic importation into the finance or ERP system.

As it is done automatically, sales order processing is assisted by technology therefore ensuring that each touchpoint (billing, production, logistics) has the right information that is required to execute an order effectively.

What is automated sales order creation?

B2Be automated orders functionality creates electronic data interchange files once they have been through the process without error. The sales orders can be uploaded and managed in the same way as an EDI sales order.

By combining the EDI products with the automated orders product, your organisation will be handled through all sales orders, no matter how the client desires.

What is sales order processing within an ERP?

The information is processed through the ERP order management solution and order entry is then created. As soon as the sales order is generated, resource allocation begins to acquire raw material from the inventory stock.

The order reaches the production stage and is well-led through an ERP solution until the end of the assembly line.

This begins a chain of automated events to allow order process monitoring and control. Every department in the organization is then notified about the order so that they can cumulatively work in real-time to process the order.

What is order processing? 

Order processing is the process / workflow associated with the picking, packing and delivery of packed items ready for sending to the shipping carrier and is the key element of order fulfilment.

This order fulfilment process or the operational procedures of DC’s are determined by varying factors. Every DC has its own unique requirements and priorities and there is no  “one  size fits all” process that provides the most efficient operation. Factors that determine the process of flow at a distribution centre are: the nature of the shipped product, the nature of the orders, and the shipping costs.

Increase visibility and reporting

The automated orders product is a fully hosted product that is accessed through the B2Be’s web portal online interface. Providing up to date information for customer service teams and other functionality such as dashboard analytic tools which is used to measure throughput accuracy and other major metrics in real-time.

Benefits of Automated Orders:

  • Faster Processing: through the removal of paperwork, you can successfully accelerate order processing, by doing this those who benefit are customer service and sales reps. Therefore, meaning that sales order processing applications extract important data from paper, email and faxed orders and are automatically entered directly into your system.
  • Inventory Management: with sales order processing your system will assign stock to fulfil an order. The system can identify issues quickly and minimize returns and order cancellations. The system can also be viewed to benefit the security and standards of the supply chain and can be seen in real-time, whilst also giving insight so that you can modify and make contingency plans for any future interruptions.
  • Improved Accuracy: minimizing or eradicating the human interaction this results in higher accuracy  as the automation reduces the potential for error.  Few sales order systems using automatic processing, can extract information without manual intervention. A system only needs to log customer data once, as it can pull all information required.
  • Greater Agility: using automation for sales order processing gives sellers greater visibility into the whole sales cycle. Through this the order fulfilment cycle can be monitored and measure performance using various data points. This technology enables sellers to create personalized discounts for customers, offering a competitive advantage, through this system you can also amend or correct an order and real time visibility into orders. 

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