Microsoft Dynamics Sales Order Automation
Sales order automation for Microsoft Dynamics can have a positive impact on cashflow. Errors, out-of-stock items, and slow cash flow can hurt revenue performance over time. Companies investing in a sales order management system for Dynamics want to improve their cashflow and reduce the reliance on manual and paper processes.
EchoVera Sales Order Automation for Microsoft Dynamics integrates with:
- Dynamics 365 Business Central
- Dynamics 365 Finance and Operations
- Dynamics AX
- Dynamics NAV
- Dynamics GP
Sales order processing automation provides key benefits:
- Improved customer service
- Reduce processing time and order cycle time
- Reduced days outstanding
- Speeds up the invoice to cash process
- Overall – improved customer satisfaction!
Sales Orders Arrive in Various Formats
Sales orders arrive by mail, fax and email. Sales orders are scanned and data fields mapped.
Extract Sales Order Data
Data is intuitively extracted from paper, scanned or emailed sales orders. Paper is captured with 95%+ accuracy, electronic files with 100% accuracy.
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 vendor.
Deliver to Dynamics
Structured sales order data is delivered into Dynamics. Seamless integration with the Dynamics ERP.
A Complete Sales Order Solution
Sales Order Automation for Dynamics eliminates manual processes and optimizes sales order intake and delivery to Dynamics.
Integration with Microsoft Dynamics
It’s important that customers are not impacted by changes to the technology related to their purchase process, which is why this approach to sales automation works so well. Because EchoVera’s Sales Order Automation is a cloud application, there’s no need for any application, infrastructure or process changes for the buyers who are sending in their orders.
EchoVera Sales Order Automation for Microsoft Dynamics integrates with:
- Dynamics 365 Business Central
- Dynamics 365 Finance and Operations
- Dynamics AX
- Dynamics NAV
- Dynamics GP
EchoVera’s Sales Order Automation integrates with Microsoft Dynamics without connectors or traditional integration development.
Sales Order Automation for the entire Microsoft Dynamics ERP Lineup – Seamless Bi-Directional Integration with Dynamics
Outstanding Service & Support
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Contact Us: Phone: +1 416 968-2335 (Canada)
E-mail: sales@echovera.com
EchoVera Inc. provides Intelligent OCR, AP Automation, Sales Order Automation and Delivery Document OCR solutions to organizations looking to reduce costs and increase the efficiency of their financial operations. EchoVera brings over 30 years experience to clients worldwide.
Common FAQs
Sales order automation is a software solution that streamlines manual and time-consuming tasks in the sales process, such as data entry and administrative tasks. This allows sales teams to focus on adding value to the sales process, rather than spending time on tasks that require little or no expertise.
Order fulfillment automation refers to the use of technology to automate the tasks associated with order fulfillment, from confirming product availability to shipping products to customers. The goal of automating order processing is to reduce human error, increase efficiency, and free up employees to spend more time on more productive tasks.
Intelligent OCR and AI extracts the relevant data, validates the data, and sends in a structured format to Microsoft Dynamics. You use an automated order processing system that leverages AI and RPA technology to handle most of the manual areas of order intake through a centralized, cloud-based platform.
Automating order processing can bring multiple benefits to an organization, including increased productivity, improved employee experience, enhanced customer-facing teams, elimination of tedious tasks, shorter order fulfillment times, cost savings, simplified IT environments, and improved visibility and control over orders.
Several order fulfillment tasks can be automated, such as extracting order data, validating order data, and submitting structured order data to Microsoft Dynamics. Sales order automation can also eliminate tedious tasks from order processing, allowing sales reps more time to focus on customer needs and enabling sales to better process incoming sales orders. In addition, sales automation software can extract data into a centralized system of records, ensuring consistency and accuracy of data across all departments.