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Sales Order Automation

Eliminate manual data entry, process orders faster, and deliver a flawless customer experience – without changing how your customers order

Manual sales order processing slows everything down, from fulfillment to invoicing, and introduces costly errors at every step. Whether you’re receiving orders via email, fax, or EDI, B2BE automates the entire capture and entry process using advanced OCR, validation workflows, and seamless ERP integration. That means faster order cycles, zero keying errors, and more time for your team to focus on what really matters: servicing your customers and scaling your business.

Problem Statements

Why Manual Sales Order Processing Is Holding You Back

Slow Order Processing
Manually processing sales orders takes significant time, leading to delays in fulfilment and missed next-day delivery expectations. This slows down the customer experience and risks dissatisfaction in an increasingly time-sensitive market.
Limited Scalability
Manual processes make it difficult to handle increasing order volume without adding additional headcount, hindering growth - don't build processes for peak, built for average, costly to scale.
Resource Dependence
Without a Sales Order Automation solution, businesses can become dependent on key personnel, who if they were to leave would take valuable process and customer knowledge with them resulting in a roller coaster of services for customers.
Errors & Delays
Manual Data is prone to typos, inconsistencies and missing information. These result in errors throughout the fulfilment, invoicing and cash collection processes.
Reduced Internal Productivity
Internal sales handling teams (Sales & Customer Services) are bogged down with administrative tasks, like manual data entry, hindering ability to focus on other value or revenue generating tasks.
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Explore Our Solutions

What part of your Sales Order process do you need to improve?

Every business faces different challenges. Some need to eliminate manual entry, others need better control over multi-channel orders, and many simply want fewer errors slowing everything down. That’s why B2BE’s Sales Order Automation is made up of modular solutions
— you can start with the one that solves your biggest pain, and add more as you grow.

Automating Orders

Eliminate manual entry for high-volume, EDI-ready customers by integrating their orders directly into your ERP for instant processing.

Digitising Email
& PDF Orders

Turn emailed PDFs or documents into clean, validated order data using OCR and AI, freeing up your customer service team and speeding up fulfilment.

Streamlining Online Procurement

Give buyers instant access to real-time product data, pricing and availability within their own procurement system, simplifying compliant ordering.

Centralising
Multi-Channel Orders

Bring together EDI, portal, PDF, punchout and email orders into a single platform ensuring unified visibility, faster response, and cleaner operations.

Preventing Errors Before They Hit Your ERP

Validate every order before it’s processed checking for incorrect pricing, discontinued SKUs or stock issues to avoid downstream problems.

Additional Resources

White Paper
Automated Orders
Case Study
Rexel EU
Blog
Sales Order Automation Implementation FAQs

Explore how Sales Order Automation can free your team to focus on your customers instead