Sales Order Processing Automation On-Premise

As an alternative to our SaaS solution, Esker DeliveryWare makes it easy to integrate best-practice sales order processing solution with major ERP solutions. With the Esker Sales Order Processing module, CSRs benefit from end-to-end capabilities for receiving, entering and tracking customer orders - encompassing automated capture and posting, routing for exception handling and detailed reporting.

How does the solution work?

When a fax, email, paper or electronic order arrives, Esker DeliveryWare captures data such as customer name, product SKUs and due date for routing, processing and indexing. No predefined templates are needed. Captured data is automatically validated against ERP data and then transferred to ERP order management application.

An image of the sales order is directly linked to the new business transaction, allowing users to view original documents without leaving the ERP system. The document may be physically stored within Esker DeliveryWare content management solution or other archiving systems. Confirmations are automatically sent to the customer upon creation of the entry in the ERP. The solution keeps track of all incoming documents all the way through to their creation in the ERP; allowing process monitoring and control. In addition process automation it guarantees consistency.

Key features The Esker SOP solution regroups all necessary features to automate sales order processing for companies:
	Automation of order details into your ERP system		Minimised number of keystrokes to complete order entry
	Real-time availability of order status and transaction data		Process history and audit trail
	Consistent processing rules		Reports on process time and volume, queued orders, exceptions and blocks, and delivery date.
	Order validation including side-by-side view of original and captured data		Controlled exception handling for canceled transactions and blocked orders
	Duplicate order checking		Central point of information for all customer order management processes

Benefits

By taking keystrokes out of the process and bringing visibility to the process, the Sales Order Procesing solution delivers immediate additional return on investment. ERP users benefit from a fully optimised process for faster order fulfillment and payment, more effective sales administration and more satisfied customers. Esker DeliveryWare more than satisfied our immediate needs and also demonstrated more functionalities we may need down the road."   Bob Moulesong - Mittal Steel

Technology highlights

	Automatic document routing POs, whether recieved by email, fax, EDI or the web, are automatically routed to the correct wokflow path - either straight-through for integration in the ERP if no exception has been identified, or for user validation when applicable.
	Intelligent data capture Coupled with the OCR technology, the Dynamic Document Capture (DDC) module extracts the relevant information from incoming customer orders, allowing complete sales order processing automation. No need to maintain recognition templates for each customer PO layout.
	Special handling and approval workflow There are numerous cases where customer PO will require special handling such as special shipping instructions or pricing conditions. Specific content in the document triggers the special handling workflow.
	ERP integration Esker DeliveryWare includes a set of connectors that allows the solution to integrate with any entreprise system or applications.
	Archiving Esker DeliveryWare has its own data and document repository to keep processed document in a safe place and allow users to keep information on hand when necessary.
	Audit trail and reporting Esker DeliveryWare comes with a set of document processing reports and the audit trail module provides a view of data and document processing.