SALES ORDER automation software

Accelerate order to cash

Automate your entire sales order workflow – from receiving orders to creating them automatically. Reduce manual effort, minimize errors, and speed up cash flow.

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Is manual order processing slowing your business down?

Are your teams spending hours re-entering sales order data and correcting mistakes instead of focusing on customers?

Are dealys in order processing slowing down invoicing, payment collection and cash flow?

As order volume increase, are spreadsheets, emails, and manual processes becoming difficult to manage?

Move from manual processing to intelligent oversight

SmartUi Sales Order Automation platform you can reduce time to process each order by 80%Your team is no longer manually entering, chasing, checking, and fixing orders; they’re managing exceptions and keeping the process moving.

Eliminate manual data entry
Sales order information is automatically captured from different sources and sent into a digital workflow. No need for manual rekeying from emails, PDFs, and spreadsheets. You only manage a few exceptions and focus on customer relationships instead of data entry.
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Fast processing & reduced errors
The intelligent order validation automatically checks you sales order details against your business rules and ERP data. You will be notified immediately if there is an issue with the codes on the sales order. Pricing, freight and any other field important to the business can be automatically validated against the ERP as point of entry.
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Automated follow-up
If information is missing, incorrect, or not matching, SmartUi will flag it and a notification will automatically be sent to the right person. On arrival or orders, an automated order conformation will be sent back to the customer. Stop chasing information, reduce order reviews, improve order accuracy.
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Seamless integration
Connect sales order automation directly with your ERP, CRM, and business applications. SmartUi supports for both cloud and on-premises systems, ensuring data flows smoothly across your business.
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Customized around your business
Configure workflows, validations, and user experiences to match the way your business operates. With industry-specific rules, country-based settings, and flexible configuration options, the solution adapts to your processes - not the other way around.
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We process approximately 2,000 orders every month, and SmartUi’s Sales Order Automation has cut our processing time by 80%.

What previously took five minutes per order now takes just one.
That’s more than 130 hours saved every month.

As a production business managing large order volumes, this sales order automation has proved to be a gamechanger for operational efficiency.

Michael Karton
CFO & Company Secretary, Dominion Salt

How it works

Turn orders into revenue faster

Every delay in processing a sales order delays fulfilment, invoicing, and cash flow.  

Book a meeting to explore how SmartUi can automate your entire sales order lifecycle, process orders faster and improve customer service.

 

FAQs

What is Sales Order Automation?

Sales order automation software automatically captures customer orders and turns them into sales orders in your ERP system. 

Orders can come from emails, PDFs, spreadsheets, and other sources. The software reads the order, extracts the required information, validates the data, and creates the sales order automatically in NetSuite 

This removes manual data entry and helps businesses process orders faster and more accurately. 

What are the benefits on implementing Sales Order Automation software?

Sales order automation software helps businesses process more orders with less effort. 

Key benefits include: 

  • Faster order processing  
  • Fewer data entry errors  
  • Improved customer service  
  • Lower operating costs  
  • Better order accuracy  
  • Greater visibility across the order process  
  • Easier business growth without adding staff  

 

By automating repetitive tasks, teams can spend less time entering orders and more time supporting customers and driving growth 

How does SmartUi streamline order fulfilment with sales order automation?

SmartUi automates the entire sales order process, from order receipt to ERP entry. It captures orders from emails, PDFs, web portals, and other channels, then uses AI to extract and validate order data against your ERP, customer records, pricing rules, and inventory information. 

Valid orders are automatically created in your ERP and routed for fulfilment without manual data entry. If an issue is detected, SmartUi flags the exception and sends it to the right person for review while other orders continue to flow through the process. 

By reducing manual work, eliminating errors, and speeding up order processing, SmartUi helps businesses fulfil orders faster, improve customer satisfaction, and scale operations without increasing headcount. 

Will SmartUi integrate with my ERP and business systems?

Yes. SmartUi is designed to integrate with leading ERP systems, CRM platforms, and other business applications. It can connect with cloud-based and on-premises systems to automate the flow of sales order data across your business. 

Once an order is received, SmartUi captures, validates, and transfers the data directly into your ERP, helping eliminate manual data entry and reduce processing errors. Order information, documents, and status updates remain synchronised across connected systems in real time. 

Whether you use NetSuite, Microsoft Dynamics, or another business system, SmartUi can be configured to fit your existing technology environment and sales order workflow. 

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