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SO

Sales Order Automation

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

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
Bill.com

Infor

Infor
Infor

NetSuite

NetSuite
NetSuite

ProfitBooks

ProfitBooks
ProfitBooks

Sage Intacct

Sage Intacct
Sage Intacct

Xero

Xero
Xero

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