Challenge:
Many businesses, especially those in industries with complex order processes, face significant challenges managing incoming sales orders received as PDF attachments via email. This manual processing is often:
- Time-consuming: Employees spend countless hours manually extracting data from PDFs.
- Error-prone: Manual data entry increases the risk of mistakes, leading to order inaccuracies and delays.
- Inefficient: Slow processing times hinder order fulfillment and impact customer satisfaction.
- Costly: Labor costs associated with manual processing add up significantly.
Solution:
Comerit leverages AI and automation to streamline the sales order processing workflow. Our solution automates the following key tasks:
- Email Processing: Automatically monitors designated email inboxes for new order emails.
- Attachment Extraction: Identifies and extracts PDF attachments containing sales orders.
- PDF Conversion and Classification: Converts PDF files to text and classifies them based on order type, customer, or other relevant criteria.
- Data Extraction: Uses AI-powered Intelligent Document Processing (IDP) to accurately extract key order information, such as:
- Customer details
- Order items and quantities
- Pricing and payment information
- Shipping address
- Data Validation: Performs automated data validation to ensure accuracy and completeness.
- System Integration: Integrates extracted data into existing systems, such as:
- CRM (Customer Relationship Management)
- ERP (Enterprise Resource Planning)
- Order Management Systems
- Automated Communication: Sends automated confirmations to customers and internal notifications to relevant departments.
- Exception Handling: Flags orders with missing or inconsistent information for manual review.
Benefits:
- Increased Efficiency: Automates up to 90% of manual order processing tasks, significantly reducing processing time.
- Improved Accuracy: Minimizes data entry errors, ensuring order accuracy and reducing costly mistakes.
- Faster Order Fulfillment: Streamlines the order processing workflow, enabling quicker order fulfillment and improved customer satisfaction.
- Reduced Costs: Lowers labor costs associated with manual processing and improves resource allocation.
- Enhanced Visibility: Provides real-time visibility into order processing status.
- Scalability: Easily scales to handle increasing order volumes.
Technology:
Comerit utilizes a combination of technologies to deliver this solution, including:
- AI-powered Intelligent Document Processing (IDP)
- Cloud-based workflow automation platforms
- API integrations with existing business systems
Conclusion:
Comerit's AI-driven solution transforms the sales order processing workflow, enabling businesses to achieve greater efficiency, accuracy, and customer satisfaction. By automating manual tasks, we empower organizations to focus on strategic initiatives and drive business growth.
