ExFlow Sales Order software works together with ExFlow Data Capture to streamline and accelerate your workflows by eliminating manual data entry, reducing human errors, and enhancing efficiency by minimizing overall processing time.

Streamline Processing with Advanced Sales Order Processing Software

Sinking in sales order quicksand? Bogged down by countless hours manually entering information, only to discover discrepancies later? The struggle is real and leads to inefficiencies and potential errors that negatively impact your business’s bottom line. Get back on solid ground with ExFlow Sales Order, designed to automate and streamline your processing from start to finish. With our sales order automation software, you can say farewell to the tedium of manual data entry and get ready for a new era of efficiency, confidence, and accuracy.

Features of ExFlow Sales Order Management Software

Effortless Validation

With ExFlow’s sales order software, sales documents are imported and automatically transformed into full sales orders, complete with the original PDF attached for easy cross-checking.

Flexible Conditions Handling

Define specific conditions for incoming documents, and our sales order management software handles the rest. If requirements aren’t met, adjustments can be made directly within BC before processing.

Intelligent Order Data Extraction

Data capture extracts key details from customer documents and maps them to existing Business Central records, ensuring consistency and data integrity.

Seamless Document Import

Customer purchase orders can be received directly into Business Central, creating a direct line from incoming requests to actionable orders.

Exception Handling and Adjustment

When data inconsistencies occur, users are prompted to make quick, informed corrections before creating orders, reducing rework and delays.

Automated Sales Order Creation

Once conditions are met and data is validated, ExFlow automatically generates a sales order, saving valuable time and eliminating repetitive entry tasks.

Simplify Your Process with A Better Sales Order Management Solution

When your organization receives a high volume of customer purchase orders, even small inefficiencies can compound into bigger issues, like: 

• Delays in Fulfillment
• Dissatisfied Customers
• Revenue Leakage ExFlow Sales Order eliminates these pain points by digitizing and structuring the entire process within your existing Dynamics 365 Business Central environment. It ensures incoming documents are processed quickly, accurately, and consistently, even when customers use varied formats or incomplete information.  For teams managing complex sales cycles or multiple document types, ExFlow automation ensures that nothing slips through the cracks, helping your company maintain service levels, respond faster, and operate with greater control and clarity.

How B2B Sales Order Management Software Works

RECEIVE CUSTOMER DOCUMENTS

Sales order management software begins by importing customer purchase order PDFs directly into Dynamics 365 Business Central. This ensures a consistent, secure entry point for all incoming orders, reducing reliance on email or manual uploads.

EXTRACT AND VALIDATE KEY ORDER DATA

Using intelligent OCR and data mapping, the sales order management software reads key fields from the PDF, such as item numbers, quantities, and pricing, and compares them with existing records in Business Central. This ensures accuracy and highlights any mismatches for quick resolution.

APPLY BUSINESS RULES AND CONDITIONS

Define specific conditions or approval thresholds for sales orders. The software checks whether incoming data meets your configured rules. If not, users are prompted to make quick edits within Business Central before final approval.

CONVERT TO SALES ORDER

Once verified, the sales order software transforms the imported document into a complete sales order in Business Central. All key data is populated automatically, and the original PDF is attached for easy access, auditability, and long-term reference.

POST AND ARCHIVE FOR VISIBILITY

Approved sales orders are ready for processing. Each document is automatically archived and accessible within your sales order management software dashboard for future audits, customer inquiries, or reporting.