Stop rekeying orders that should enter your ERP automatically.
Every order that arrives by email, fax, phone, or portal and gets manually typed into the ERP is a cost leak and an error source. We automate order capture from every channel with validation rules that catch problems before they reach the warehouse.
Manual Order Entry That Costs More Than You Think
- →CSRs spending 15–20 minutes per order rekeying data from emails, PDFs, and phone notes into the ERP
- →Transcription errors on quantities, part numbers, and ship-to addresses that become shipment problems
- →No standardized validation — orders with bad pricing, discontinued SKUs, or credit holds reach the warehouse before anyone catches them
- →Order backlog builds during peak periods because manual entry can’t scale with volume
Order Processing Automation
Multi-Channel Order Capture
Capture orders from EDI, email, portal, phone (with structured intake), and fax — all routed into the same automated pipeline. No channel gets manual treatment when it doesn’t have to.
Document Parsing & Extraction
Extract line items, quantities, pricing, ship-to, and PO references from emailed PDFs, typed emails, and scanned documents. Map extracted data to your ERP’s order fields automatically.
Pre-Entry Validation Rules
Validate every order against your item master, pricing tables, customer credit status, inventory availability, and business rules before it enters the ERP. Errors are flagged and routed — not entered and discovered later.
Duplicate & Conflict Detection
Detect duplicate POs, conflicting quantities, and orders that reference discontinued or substituted items. Route conflicts to the right person with context instead of silently entering bad data.
ERP Auto-Entry
Validated orders enter Odoo with all fields populated — item, quantity, pricing, ship-to, and PO reference. No human touches the order between capture and ERP entry unless a validation rule flags it.
Order Status Automation
Automated order acknowledgments, status updates, and shipment notifications sent to customers through their preferred channel. No manual "let me check on that" calls.
The Engagement Process
Channel & Volume Audit
Map every order channel, document the current processing workflow, measure cycle times and error rates, and quantify the cost per manually processed order.
Validation Rule Design
Define the business rules that orders must pass before ERP entry — item validation, pricing checks, credit holds, inventory availability, and ship-to verification.
Automation Build & Integration
Build the capture, extraction, validation, and ERP entry pipeline. Integrate with your ERP’s order management module and customer communication channels.
Parallel Run & Tuning
Run automated and manual processing in parallel. Compare accuracy, cycle time, and exception rates. Tune extraction and validation rules until automation meets or exceeds manual accuracy.
Production & Monitoring
Deploy with dashboards tracking automation rate, exception rate, cycle time, and error rate. Continuous tuning as new order formats and edge cases are encountered.
Frequently Asked Questions
Process Automation · Order Processing
Every engagement starts with an assessment.
We scope work after we understand your operation — not before. The Launchpad assessment maps where you are, quantifies what it's costing you, and sequences what to do first.
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