B2BE’s Sales Order Automation is an OCR and AI-based solution that digitizes sales orders received via email, enabling automatic integration into ERP or business systems. It provides a no-touch automation experience similar to EDI, helping organizations manage multi-channel order intake efficiently. The solution is highly configurable, combining AI learning with validation workflows to ensure accurate data capture and seamless processing. Sales Order Automation is accessible via B2BE’s cloud-based Order to Cash Portal, offering full visibility, audit trails, and reporting. It supports address validation using Google’s API and links sales orders to related documents like invoices and PODs for complete transaction transparency.

Features

• AI Learning: Learns from recurring data issues to improve OCR accuracy over time.
• Validation & Workflows: Configurable rules to validate and rectify data before ERP integration.
• Multi-Channel Management: Supports EDI, email, and faxed orders under unified workflows.
• Access & Usability: Cloud-based portal with audit trails, document history, and user access controls.
• Document Linking: Connects sales orders to related documents for full transaction visibility.
• Address Validation: Uses Google API to validate and auto-correct shipping addresses.
• Confidence Rules: Prioritizes critical data fields like item codes and prices for validation.
• Reporting & Alerts: Provides throughput reports, error tracking, and automated notifications.

Benefits

• Reduced Processing Time: Automates sorting, validation, and integration of email orders.
• Error Reduction: AI and validation workflows minimize manual corrections.
• Improved Customer Service: Frees up teams to focus on proactive client engagement.
• Unified Order Management: Standardizes processes across all order channels.
• Scalable & Configurable: Adapts to business-specific rules and document formats.
• Enhanced Visibility: Tracks all sales orders and related documents in one portal.
• Operational Efficiency: Automates exception handling and reduces administrative overhead.