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BisTrack Order Entry Automation
Streamline your order entry process by automatically extracting data from scanned purchase orders to improve accuracy and increase efficiency.
What Is It?
BisTrack Order Entry Automation helps Epicor BisTrack users quickly and accurately enter a large quantity of orders. It uses form recognition and optical character recognition (OCR) to extract relevant information from scanned purchase orders (POs), making them ready for review and import into Epicor BisTrack software for order processing.
Key functions performed by BisTrack Order Entry Automation include:
- Extract customer number, delivery or site address, and required delivery dates from customer POs
- Pull the quantity, unit of measure, and price data for any line item ordered by SKU
- Present order data for review and the addition of non-SKU line items
- Organize and review orders by customer, site, or address
- Export order data to the BisTrack sales order function
Benefits
Save Time, Improve Accuracy, and Build Customer Loyalty
BisTrack Order Entry Automation streamlines your order processing to help dramatically reduce manual errors and save your sales team valuable time. By automating the extraction of SKU-based line items, you can focus on higher-value tasks and help ensure accurate, efficient order fulfillment, leading to increased customer satisfaction and loyalty.
- Streamline order entry using OCR and SKU matching
- Cut down the time and effort needed to enter an inbound order
- Reduce order entry errors to improve sales order accuracy
- Import items ordered directly into BisTrack sales orders
- Access scanned customer POs in BisTrack Related Documents
How It Works
BisTrack Order Entry Automation uses optical character recognition (OCR) and PDF-reading software—combined with BisTrack EDI interface to automate the customer PO and sales order entry process.
System templates are first set up for your account customers—the builders and contractors with whom you do repeat business—so that the system can then automatically recognize and process their POs.
Once the templates are set up, simply scan customer POs or drag and drop the POs that have been emailed as PDFs. BisTrack Order Entry Automation identifies the customer and the build site address. Then, it extracts quantity, unit of measurement (UOM), and pricing data for line items with SKUs using the OCR software.
