NetSuite Sales Order Automation

Sales order automation for NetSuite 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 NetSuite want to improve their cashflow and reduce the reliance on manual and paper processes.

Powered by AI

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!
order to cash - email or paper

Sales Orders Arrive in Various Formats

Sales orders arrive by mail, fax and email. Sales orders are scanned and data fields mapped.

extract sales orders

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 orders

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

Transform with Business Rules

Business rules and business process logic is applied based on each unique vendor.

deliver

Deliver to NetSuite

Structured sales order data is delivered into NetSuite. Seamless integration with NetSuite – no 3rd party connectors

sales order automation netsuite

A Complete Sales Order Solution

Sales Order Automation for NetSuite eliminates manual processes and optimizes sales order intake and delivery to NetSuite.

sales order management netsuite

Integration with NetSuite – No 3rd Party Connectors

EchoVera’s Sales Order Automation is a cloud application that integrates with NetSuite without costly integration development. That means your funds go to sales order processing, and not the application itself. 

For buyers, it’s important they are not impacted by the technology related to your sales order process. There’s no need for any software or software infrastructure for the buyers who are sending in their orders. 

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. The EchoVera solution includes ChronoScan powered by OpenAI.


Sales Order Automation for NetSuite – Seamless Integration with NetSuite

Modules-Based Cloud Solution Grows With Your Company
Outstanding Service & Support

 




Contact Us:
 Phone: +1 416 968-2335 (Canada)
E-mail: sales@echovera.com

EchoVera Inc. provides Sales Order Automation, Intelligent OCR Plus, AP 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.

Sales Order Automation FAQs

What is sales order automation for NetSuite?

Sales Order Automation for NetSuite is the technology that uses AI and capture software to scan, validate, and deliver structured sales order data to NetSuite. It takes sales orders that usually come in the form of email (or fax) and eliminates data entry; reducing the time to process sales orders by over 70%.

What is order fulfillment automation for NetSuite?

Order fulfillment automation for NetSuite 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. It takes sales orders that usually come in the form of email (or fax) and eliminates data entry; reducing the time to process sales orders by over 70%.

How do you automate a sales order for NetSuite?

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. Sales Order Automation for NetSuite uses Intelligent OCR and AI to extract the relevant data, validate the data, and send it in a structured format to NetSuite, reducing the time to process sales orders by over 70%.

What are the benefits of automated order processing for NetSuite?

Automating order processing can bring multiple benefits to an organization, including increased customer satisfaction, faster cashflow and reducing friction in the sales cycle. According to Anthony Coundouris in his book Run Frictionless, reducing sales friction is essential for improving the customer experience and increasing sales performance. [3]

What specific order fulfillment tasks can be automated?

Several order fulfillment tasks can be automated, such as extracting order data, validating order data, and submitting structured order data to NetSuite. It takes sales orders that usually come in the form of email (or fax) and eliminates data entry; reducing the time spent manually inputting sales order data by over 70%.

Can order processing for NetSuite be automated?

Order processing can be automated by using Sales Order Automation that extracts data from the sales order, validates the data, and delivers structured data into NetSuite. It reduces the time to process sales orders by over 70%.

What is order to cash?

Order to cash (OTC or O2C) is an essential function in finance; the entire cycle of events happens after a customer places an order until the customer pays for the order; that is, the order is converted to cash. [1]

What is order to cash automation for NetSuite?

Order to cash automation for NetSuite is the technology that uses AI and capture software to scan, validate, and deliver structured data to NetSuite. It reduces the time to process sales orders by over 70%.

What can AI and Intelligent OCR do with Sales Orders in Netsuite?

Sophisticated OCR systems can preserve the original layout of the sales order and produce an image of the document as well as fill data fields with extracted data. (According to the Wikipedia source document on Post-Processing [2]). AI powered Intelligent OCR extracts the data, validates the data and delivers the data in a structured format to NetSuite.