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SO

Sales Order Automation

This bot automatically receives, processes and extracts data from email and fax orders.

Industry:

Finance/Accounting

All Industries

Restaurant

Function:

Accounts Receivable

Steps

  1. Get Sales Orders from either email, web portal or other source.
  2. If Sales Order is scanned image, convert to text using OCR.
  3. If Sales Order is not scanned image, retrieve data.
  4. Return identified data in required format.
  5. Login to Accounting/ERP application and create new Sales Order.
  6. Update Exceptions and Results log.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

Bill.com
Bill.com
Crunch Accounting
Crunch Accounting
FinancePal
FinancePal
FreshBooks
FreshBooks
Infor
Infor
Microsoft Dynamics GP
Microsoft Dynamics GP
NetSuite
NetSuite
ProfitBooks
ProfitBooks
QuickBooks
QuickBooks
Sage Intacct
Sage Intacct
SAP
SAP
Xero
Xero
ZarMoney
ZarMoney
Zoho Books
Zoho Books

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