Have your order desk choose which orders get digitized and which ones to continue to manually enter OR, completely automate order forwarding to OrderEase. The choice is yours!
Once your PDF order has been forwarded to your configured email address, OrderEase will automatically capture and process the PDF order. If errors are detected during processing, don't worry, your order desk will get notified immediately.
After processing, your order will be ready to access from within OrderEase. You can export an excel file OR through an integration, your order can get pushed straight into your ERP. We're that flexible!
The absolute minimum we need to set up is your customer company information. This is needed so you are able to associate the order when you import to your ERP.
If you don't have products in our system for the order to cross reference, based on your settings, we will be generate products based on the data within the order. If you do have products, this provides an extra layer of validation so order errors can be detected before they get to your order desk for import.
An integration is not necessary for this to work for you and save hours of data entry time. To get started, we can set up a manual system to export orders.
There are many options to semi-automate or automate this process for you, we can discuss all of these when we review your PDF assessment.
Yes, as long as we are able to map the PDF orders, we will be able to handle orders from as many customers as you need.
We have a couple of ways of handling how PDF orders can be sent to us for digital conversion.
1. We can make this process invisible to your customer by having your team set up email forwarding rules to send us the orders via email.
2. You can provide your customer with an email address to include as a "send to" address when they send orders to your team.
The options are really up to you on the visibility and process.
With OrderEase performing as a data hub, there are connection capabilities throughout the B2B eCommerce ecosystem. Moving data between buyers and sellers throughout the supply chain vs just one area of the order management chain is what makes OrderEase unique. A single integration into your ERP system opens up a way of receiving orders ANY way your customers prefer to place them!