Eliminate Customer Order Entry

Eliminate manual data-entry of your customer orders

Do you still manually enter some or all of your customer orders?

Businesses often adopt technology that partially automates their customer order entry using an eCommerce portal or an EDI exchange for large-scale contracts.

While this reduces some of your manual customer order entry pain, processing emailed sales orders still remains with your customer service team, with the pressure of deadlines and potential keying errors.

Manual customer order entry is a slow, expensive and potentially error prone process that can be removed from your business.

Integrating emailed PDF customer orders into your existing business workflow

This process gap is a valuable opportunity to eliminate manual data-entry from your customer order entry workflows, plus removing product coding errors while integrating with your existing fulfillment processes.

Infoware can automatically upload and create an order from each sales order PDF, check stock availability, then flag any orders that cannot be fully supplied as exceptions. A good example is the quarantining of orders for customers on stop-credit. This allows your customer service team to focus on these exceptions and engage with the relevant customers, rather than get bogged down with manual keying of orders.

Keying orders manually is a major task requiring customer service staff to focus on meeting order deadlines, leaving no time for anything else while processing orders. When you add the hassles of data-entry errors this can quickly result in unhappy customers. Infoware ensures order creation accuracy with customer-specific templates that align to your customers’ sales order PDF layout.

The vast majority of orders (over 99% in many environments) are automatically uploaded and ready for picking.

End-to-End Customer Order Management: Beyond order entry

When you combine this automatic PDF order translation-to-creation with a customer order portal, along with an EDI exchange where required, you can automate the creation of 100% of your customer orders. Removing this data entry allows your customer service team to focus on your customers instead of keying orders.

Once the order is created the order appears in your delivery run planner automatically, ready for picking. Additional automation can be setup based on your specific business rules.

If your business rules require orders to be grouped by pick runs based on the orders postcode, and different pick runs have different cut offs, your rules can be automatically applied and managed in Infoware while converting the email PDF into a customer order.

So not only can the PDF order translation remove manual order entry, Infoware can organise your orders for picking, check credit control, and apply any specific rules all in the one process.

PDF Translator

Infoware’s PDF Translator provides the opportunity to automatically convert these PDFs into customer orders. 

• Remove data entry
• Remove product coding errors
• No admin bottlenecks or delays due to sick days
• Potentially later cutoffs for customer orders
• Link customer order PDF to customer order for future reference
• Only customer orders that fail in order translation are quarantined for immediate review – generally due to invalid product codes, when you do not have sufficient stock, or your customer is on stop-credit.

Note: The PDF Translator presumes customer order PDFs are searchable and contain your product codes. This is how it creates the orders for you.

Ready for a no-commitment personalised review?

Get a personalised review of how effective your current system is supporting your operational processes.

The initial review will take 1 hour. Yes it is free. We will utilise our 35 years of experience in delivering process improvements to wholesalers to help you understand where your current operational capabilities are, and where you can take them.

• Free order-to-delivery operational process review
• Audit of your current systems capability and any gaps you may want to evaluate
• A concise report of our recommendations

To identify how you can get more out of your operational processes, request your no commitment review below, or give the Infoware team a call on 1300 463 692.