How Sales Order Automation Software Streamlines Sales

How Sales Order Automation Software Streamlines Sales 150 150 Tim Robertson
sales order automation software

Streamline Sales with Sales Order Automation Software

Is your sales team bogged down by manual sales order processing and paperwork? Do you want to streamline your sales process and improve overall efficiency? Automate the creation, management, and fulfillment of sales orders, integrating seamlessly with your ERP.

Give back time to your sales force, so they can spend time on the customer experience, rather than keying in data and dealing with time-consuming sales order processes.

What is Sales Order Automation Software?

Sales Order Automation Software (which is provided as a SaaS solution) automates tasks in the sales order process, such as sales order data capture, validation, and delivery to the ERP. It integrates with the ERP or accounting system for a complete solution, saving time and reducing errors to increase efficiency and profitability.

Benefits of Sales Order Automation Software

The benefits of sales order processing automation include:

  • Eliminating Tedious Tasks: Automation frees up sales staff and operations from manual tasks like data entry, validation, and routing orders
  • Capturing Data with Reduced Risk: Automation allows for the automatic extraction of sales order data from emailed or faxes sales orders, reducing errors and ensuring data accuracy
  • Reducing Overall Costs: Automation saves time in processing orders, leading to cost savings and faster order fulfillment
  • Simplifying Processes and Resolving Discrepancies: Automation provides checks against ERP data, simplifies order entry, and helps manage complex business rules efficiently
  • Improving Visibility: Automation enhances visibility by improving data extraction and validation processes, ensuring clear tracking of orders through each step of the process
  • Enhancing the Customer Experience: Automation leads to improved customer service by streamlining processes for quicker responses, deliveries, and accurate orders

sales order automation software

The Sales Order Automation Process Explained

  • Extract Sales Order Data – Sales orders from email or fax are scanned. Data is intuitively extracted with 100% accuracy for electronic files
  • Validate Sales Order Data – Data fields of the sales orders are identified and validated. The software intuitively picks up data from various sales order layouts
  • Transform with Business Rules – Business rules and business process logic is applied based on each unique customer
  • Deliver to Your ERP – Structured sales order data is delivered into the ERP or accounting system

How Sales Order Automation Works with the ERP

It’s best to avoid sales order automation solutions that require costly integration development. For buyers, it’s important they are not impacted by the technology related to the sales order process so it’s a big benefit when there is no need for any software or software infrastructure for the buyers who are sending in their orders.

Evaluating Economic Impacts of Automation 

The report “Evaluating Economic Impacts of Automation Using Big Data Approaches” by Omid M. Ardakani and Mariana Saenz, published in the Journal of Data Science and Intelligent Systems (2024), explores the economic consequences of automation across various sectors, focusing on customer traffic, sales forecast accuracy, and costs.

  • Initially, the study highlights the pivotal role of automation in transforming economic and industrial landscapes, emphasizing the food service and retail sectors. The researchers utilize advanced technological integration to quantitatively assess automation’s effects on transactions, sales, and costs.
  • By applying big data methodologies, such as survival and mean residual functions, the study clusters transaction distributions and customer traffic data over time, providing empirical evidence that distinguishes between high and low customer traffic periods.
  • Furthermore, the paper illustrates how automation can increase sales forecast accuracy through the stochastic error distance, comparing forecast error distribution functions. This enhancement allows for better demand targeting and opportunity identification.

 In conclusion, the report demonstrates the varied impacts of automation on economic outcomes, highlighting the potential for increased efficiency and reduced costs in the long term. The study’s use of big data approaches offers valuable insights into the complex dynamics of automation, suggesting that while there are upfront costs, the overall effect can be beneficial to economic performance. [1]

According to a report published by the APQC (American Productivity & Quality Center), the automating the sales order process reduces sales order cycle times by more than 46%. This emphasizes the cost-saving potential and efficiency improvement automation brings to sales order processing.

Integrating AI for Intelligent Sales Processing

For sales order automation the addition of AI and LLMs increases the speed at which finance administrators can onboard new customers. Finance staff do not need to set up templates or rules for their documents, but instead ask the LLMs what is needed and the AI will do the rest. 

For more information about how your organizatin can benefit from Sales Order Processing Automation, click here. 

[1] Ardakani, O. M., & Saenz, M. (2024). Evaluating Economic Impacts of Automation Using Big Data Approaches. Journal of Data Science and Intelligent Systems, 2(1), 150–164.