Automated processing of sales orders with Exact Globe

Trading companies that receive repeat orders from existing clients, are frequently sent purchase orders that need to be processed manually and converted into a sales order. The processing of orders, checking on agreed prices and archiving the original documents is an error-prone and time-consuming process that requires a great deal of attention from your administrative staff. The incoming orders are stored, so that it is possible to look them up in case of queries about the sales invoice. Retrieving the right documents can take up valuable time.

ImageCapture is a scan and recognition software that can be implemented flexibly to process both the paper and digital purchase orders you receive, and automatically convert them into sales orders for your financial systems. The software integrates fully with Exact Globe, and directly accesses and uses the debtor information that is held in your financial systems without having to regularly synchronise master data. The software automatically matches the purchase order, down to invoice lign level, with article codes, purchase prizes and specific price agreements per customer. Scale discounts are also taken into account. Any discrepancies are easily recognized and can be adressed accordingly. When the purchase order is converted into a sales order, you can also add additional information such as alternative delivery and/or invoice adresses. 

After approval in ImageCapture, the sales order is automatically created in Exact Globe. ImageCapture can also sent your clients an automatic notification, confirming receipt of the purchase. The digital document is directly linked to the sales order in Exact Globe.

The benefits of automated sales order processing with Exact Globe

  • No more errors caused by manual entry
  • Much faster processing of sales orders
  • Documents are always available in digital format and do not get lost
  • No need for a paper archive
  • Full integration with Exact Globe
  • Extensive recognition at line level
  • Create and update debtor details in ImageCapture
  • No limit to number of records or documents

Success stories with Exact & ImageCapture

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