Automated sales order processing with CERM

Label printing companies that do a lot of business with regular customers not only have to deal with the processing of incoming invoice flows such as cost invoices and purchase order invoices,they also regularly receive purchase orders in PDF or paper form, that must be manually entered as sales orders in CERM. This sales order is the basis for the sales invoice to be sent later. Processing the purchase orders, checking for price agreements, and archiving the underlying documents is an error-prone process that requires a lot of time from the administration. The sales orders received are kept for consultation when questions arise about the sales invoice sent. Retrieving the correct purchase order can also be a time-consuming task. With ImageCapture, this process of checking, entering, and archiving is fully automated. In addition, the software integrates fully with your CERM administration and uses the data available there. You always manage your sales orders in one place, in CERM.

The software automatically matches the purchase order, down to invoice line 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 CERM. ImageCapture can also send your clients an automatic notification, confirming receipt of the order. The digital document is directly linked to the sales order in CERM.

Benefits of automated sales order processing with CERM and ImageCapture

  • 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 CERM
  • Extensive recognition at line level
  • Create and update debtor details in ImageCapture
  • No limit to number of records or documents

The process in ImageCapture

Importing

ImageCapture imports the client’s standard purchase forms from email inboxes and links them to the correct debtor in CERM. The software then automatically reads the order data at the header and line level.

Matching

The software checks, based on the item codes of the customer and the master data in your CERM administration, that the purchase prices do not deviate from the fixed standard sales prices per item, or the price agreements with the debtor per item. Deviations between the purchase order and previously made agreements thus immediately become visible. Using this information, ImageCapture automatically generates order lines that can be further enriched as required, for example with additional descriptions. Header data, such as differing invoice or delivery addresses, can also be adjusted immediately.

Archiving

After approval, the sales order is immediately created in CERM. If desired, ImageCapture automatically sends the customer a notification message (adjustable per debtor) to thank him for his order and to confirm the administrative processing of this to him. The digital order document is directly linked to the sales order and can be retrieved from various angles, including the sales order.

Top
Schrijf je in voor onze nieuwsbriefBlijf op de hoogte!

De automatiseringswereld staat niet stil. Schrijf je in voor onze nieuwsbrief en mis niets meer van onze laatste ontwikkelingen.