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Automate order processing, time to money, customer satisfaction and insights with OrderAction
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Accelerate your Supply Chain and Transform Your Sales Order Process with OrderAction

Processing sales orders is a critical component to maintaining customer satisfaction and managing the supply chain. By automating the sales order process, forward-thinking companies can go beyond simply filling orders. The can transform the sales order process into an opportunity to achieve new levels of insight about customer purchasing behaviors.

  • Delivers easy to implement sales order data capture, approval routing and ERP integration with no need for coding or customization
  • Provides header/footer and line item detail data capture for complex orders
  • Ensures data validity through rules-based and ERP/ECM/CRM data cross-referencing
  • Automates order matching and eliminates duplicate entries
  • Reduce days sales outstanding (DSO) while capturing more detailed and timely customer data

For organizations that rely on manual systems and processes, managing sales orders and related data is labor-intensive and error-prone, injecting unnecessary risk into the sales and fulfillment process.

Beyond creating process bottlenecks and introducing errors, the burden of managing high volumes of complex sales orders manually limits the ability to capture valuable information about customer purchases.

OrderAction delivers greater visibility and control over sales orders, reducing days sales outstanding (DSO) by automating order handling/filing, data entry validation and transaction data entry.

With OrderAction, you can transform your sales order process into a strategic component of your supply chain management and finance operations to drive greater cost savings and greater insights into customer purchase behaviors.



Improved Visibility and Control

OrderAction puts customer information, order amounts, taxes, line item details, workflow status, order images and related data at your fingertips, 24x7.

Maintain Clear Audit Trails

OrderAction keeps a complete audit trail of every touch point within the sales order process, so users can monitor whether or not the proper checks and validations took place.

Increase Efficiency & Reduce Errors

Intelligent capture technology drastically reduces manual data entry, boosting efficiency while reducing errors by validating data against business records.

Supply Chain Optimization

Reduce days sales outstanding (DSO) and optimize cash flow forecasting/guidance.

Straight Through Processing with Seamless ERP System Integration

Transform your documents into actionable data, automatically routing orders for approval and creating transactions in your ERP system instantly.

Lower Transaction Costs

Studies show that sales process automation reduces the cost to process an order by 50-80 percent, with a typical ROI of less than 12 months.


OrderAction Specifications

Multi-Channel Capture

  • Scanned Images – TIFF, PDF, JPEG, BMP, PNG
  • Email – POP3, LotusNotes
  • Fax Servers – RightFax
  • Electronic – XML Tickets

Automated Document Classification
Classification of multiple document types for separation and routing

Advanced OCR Extraction – Independent automated extraction of

  • Structured
  • Semi-Structured
  • Unstructured data

Rules based validation of data

  • Customer look-ups
  • Mathematical reconciliations
  • 2- or 3-way Matching
  • Customizable rules

Automated Routing and Notification
Split batches and dynamically route orders based on conditions set in the workflow. Configurable email notifications utilizing either POP3 or LotusNotes

Exception Handling Queues
Dynamically route batches of orders to Exception Handling staff for quicker resolution of issues
EDI Support

Accept electronic requests for quote (EDI 840), purchase orders (EDI 850) and process them using the same business rules for paper- or electronic documents. Generate EDI files from approved and validated documents.