Automate order processing
From an emailed order to an entered order and a prepared confirmation, even when those steps span several systems.
Representative examples, not client cases. We configure each workflow for your systems and test it with you.
How it works today
A customer emails an order with an attachment. Someone finds the customer record, copies the items and quantities, checks stock and enters the order. An unknown item or an incomplete delivery address needs clarification first.
How it works afterwards
We configure the workflow for your order formats, customer records and stock source. It reads the email and attachment, looks up the customer and items, and checks that the order is complete.
When everything meets the agreed rules, it can enter the order in your system and prepare a draft confirmation. You receive the order reference and a record of the completed steps.
Where you decide
We agree when an order may be entered and which exceptions need your decision first: an unknown item, insufficient stock or a different price, for example. Missing details come back as a question; the workflow does not invent an answer.
What it does not do
The workflow does not choose a substitute product or a new delivery date without agreed rules. In this example the confirmation remains a draft for a staff member to review and send.
We first test whether your systems support the required information and actions. If a later step stops, earlier steps may already be complete. You can see where it stopped; entering the order again is not automatically the right next action.
Tell us how orders arrive, which systems you use and where the work gets held up. Together we can see which steps we can take on.
Discuss your order processing