Automate Critical Sales Transactions

Sales order entry is part of nearly all manufacturing operations, setting the tone if not the speed for the entire process. Too often, sales order entry is done manually, which is labor-intensive and time-consuming, costing valuable employee resources, depending on the complexity of the order. Differences in the way orders are received—whether via mail, faxes, or email; as paper, PDFs, spreadsheet, or other electronic files—adds to the confusion and creates opportunities for errors.
 
Since sales order entry is a critical part of the sales transaction, it makes sense to automate the process and eliminate many of the errors associated with manual sales order entry. A module in the Epicor Enterprise Content Management suite, Sales Order Automation (SOA), takes the extra work and worry out of sales order entry.
 
The process is as follows:

• Capture – Intelligent Data Capture (Epicor IDC) captures and extracts sales order data such as customer, order data and line items.
• Validate – SOA performs a data lookup in Kinetic to confirm customer, quote, and other validations. Data exceptions are passed to a worker to resolve.
• Process – If all conditions are met, the order is created in Kinetic.