The sales order process is one of the most critical workflows in businesses involved in goods. Do it right, and you will see enhanced customer experience and reduced costs. Do it wrong, and the opposite tends to apply.

Efficient sales order processing, or sales order management, is necessary for businesses to keep up with fast-paced demand and build customer credibility. From the stage of customer order to product delivery, each stage is responsible for successful order processing. However, challenges like delays, errors in processing data, and data integration issues slow down the workflow and make it inefficient.

Powering up sales order processing with AI helps to overcome these challenges. AI streamlines and significantly accelerates the workflow. Some of its benefits include accurate data extraction, seamless data integration, error-free data entry, and fast data processing.

Ensuring accurate data extraction is crucial in processing sales orders correctly, resulting in business productivity. In a survey, 54% of company executives stated that AI implementation has rapidly enhanced business productivity. UiPath Document Understanding is one such powerful software tool that assists you in completing digital paperwork with fast-paced accuracy and minimal errors.

Leveraging UiPath Document Understanding to Automate Sales Order

UiPath Document Understanding acts as a 24/7 digital assistant that helps you interpret, extract, and process relevant data. It effortlessly processes various kinds of documents in all formats and sizes—whether in fixed or unstructured forms. Additionally, an AI-powered, machine-learning model ensures that robots’ accuracy swiftly improves over time. Furthermore, UiPath Document Understanding helps you develop Intelligent Document Processing (IDP) solutions tailored to business needs.

Here is a list of its features to help you leverage it for implementing enhanced sales order automation:

1. Diverse Document Processing: Understanding helps in advancing robots to read, ingest, and provide processed data from all kinds of files, whether it’s structured, semi-structured, or unstructured. Structured documents include passports, timesheets, licenses, and so on. Semi-structured documents encompass receipts, invoices, bills, and the like. Unstructured documents involve agreements, contracts, scripts, news articles, doctor’s prescriptions, and so on. UiPath robots can understand handwriting, signatures, and skewed or low-resolution images. This means you can acquire data from any document based on your business requirements.

2. Comprehensive Intelligent Document Processing (IDP) Solution: The end-to-end IDP solution receives, understands, and provides the processed data to users for further processing. This helps businesses review and use final data instantly. For instance, the software tool enables businesses to understand message type and intent. This helps them enhance and personalize sales order processing. Check out the case study to learn more about how Evoke Technologies leveraged UiPath Document Understanding IDP, implemented intelligent automation and saved $180k annually.

3. Efficient Document Validation: This feature helps in document organization that safeguards confidential information. It enables businesses to manage data as per company policies and norms, avoiding unnecessary compliance complications. As a result, businesses can invest more time in informed decision-making and less time on data search.

Read the case to know how our RPA experts leveraged UiPath to streamline the PR validation process for a leading company, reducing unclassified data expenses to zero and saving FTEs manual efforts.

4. Smooth Data Extraction: UiPath Document Understanding supports a hybrid approach that involves rule-based and AI-based methods. This helps businesses experience smooth data extraction from a wide range of documents needed in sales order processing.

5. Easy AI Model Development: Sometimes, businesses require specialized IDP models to address unique sales order processes, for instance, bills of lading and shipping invoices for manufacturing companies, or bank and financial statements for BFS entities. UiPath Document Understanding empowers businesses to quickly develop and deploy new, specialized AI-powered IDP tools to serve varying data processing needs.

Case Study: How Evoke Implemented AI Sales Order Automation for a Client

As one of the leading tech, AI, and RPA solutions providers in the US and Australia, Evoke empowers businesses to automate sales order processing deftly with UiPath Document Understanding.

Let us highlight a successful case scenario where we worked for a prominent architectural hardware company in the US. Our experts leveraged the UiPath Document Understanding AI models and UiPath Intelligent OCR (Optical Character Recognition) to remodel sales order management. This innovative approach streamlined operations and enabled the company to achieve substantial productivity gains.

The comprehensive automation solution developed by Evoke incorporated UiPath Document Understanding with the latest AI models and UiPath Intelligent OCR activities. This automated the sales order creation in Oracle NetSuite, extracting data from Zendesk emails and attachments. Additionally, the UiPath Action Center was combined with the automation process to ensure data review with human intervention. This significantly enhanced operational efficiency and accuracy.

What Our Solution Accomplished

1. Document Understanding AI Models:

• Data Extraction: Our solution assisted the client company in experience: We used UiPath Document Understanding AI capabilities for efficient data extraction from different document types, including emails, PDFs, and spreadsheets received via Zendesk tickets.
• Classification and Validation: Our AI models automatically classify documents and extract data to ensure their accurate processing. The UiPath Action Center involved human evaluators to review the data to address potential ambiguous and low-confidence data. This process maintained maximum data accuracy.

2. UiPath Intelligent OCR Activities:

• Optical Character Recognition: UiPath Intelligent OCR activities were used to extract text from PDF and image-based attachments, among other documents, ensuring thorough data capture.
• Data Transformation: Following the extraction process, the data was converted into structured formats that smoothly integrated with Oracle NetSuite. It enhanced the order creation process efficacy.

3. Automated Sales Order Creation:

• Data Integration: The processed data from Zendesk emails and attachments was seamlessly integrated into Oracle NetSuite for streamlined sales order generation.
• Ticket Updated: Successful sales order generation automatically reflected the updated status order of the Zendesk tickets. This enhanced communication clarity with stakeholders.

4. Human-in-the-Loop with UiPath Action Center:
The UiPath Action Center flagged low-confidence data for human review. This ensured accurate information validation without delay.

Business Benefits of Evoke’s Solution

• Increased Efficiency: Our sales order process automation solution reduced the time of sales order creation with streamlined data extraction and integration. This enabled the company to handle a higher volume of orders with enhanced speed. It led to faster order fulfillment and better customer service.
• Enhanced Accuracy and Productivity: Advanced AI models and Intelligent OCR activities reduced the time of data validation and review and increased accuracy in sales order processing. This, in turn, reduced manual data entry and enabled the company to redirect resources towards more strategic activities, boosting productivity.
• Improved Workflow: Seamless integration between Zendesk and Oracle NetSuite optimized workflows, leading to smoother operations and better resource allocation.
• Reliable Data Management: Enhanced accuracy and integration ensured sales order processing with reliable data, improving order management and decision-making.
• Effective Communication: Real-time status updates of the tickets improved customer satisfaction and transparency.

Conclusion

Evoke’s consolidated innovative solution utilizing UiPath Document Understanding, Intelligent OCR activities, and UiPath Action Center unlocks the potential of next-gen sales order automation in the architectural hardware sector. Our AI-powered solution guarantees a streamlined, highly reliable and efficient sales order process, empowering your business to build customer relationships with tailored sales strategies and initiatives.

Connect with us to learn more about how Evoke’s UiPath Document Understanding AI solution can power up your sales order processing, driving success and keeping your business ahead of the competition.