Customer order entry
Orders from email or portals go straight into ERP.
Today
- Orders arrive by email and are typed in
- Quotes are made by copying an old quote
- Customers call to ask about status
With a bot
A bot does the same work, by the rules, every day at the same time. People check the exceptions and do what needs expertise.
12 processes a bot can take over
These are examples. If something in your company is done by hand by the rules and isn’t listed, it can probably be automated too.
Quotes and pro formas
Templated quote with current prices and stock.
Order confirmations
Automatic confirmation to the customer with delivery date.
Invoicing
Invoices on delivery or periodically, with e-invoicing submission.
Price lists and promotions
Updating prices in the system and on customer portals.
Retail chain portals
Downloading orders and uploading invoices to customer portals.
Delivery status
The customer gets status and tracking number automatically.
Credit limits
Limit checks and blocks before delivery.
Complaints and returns
Logging, approval and credit notes.
CRM updates
Entering activities and customer data into CRM.
Sales reports
Daily report by region, customer and salesperson.
Commissions
Monthly commission calculation for staff and partners.
Don’t see your process? Ask us.
Similar bots from our work
Finance and SAP SAP SD · SEF
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Dozens of farmers, dozens of reports, zero manual sending
Other departments
12 processes
Finance and accounting
Invoices, postings, reconciliations, month-end close and reports.
12 processes
Procurement
Requests, purchase orders, supplier quotes, goods receipt and contract tracking.
12 processes
HR and payroll
Hiring, contracts, leave, time tracking and payroll preparation.
12 processes
Logistics and warehouse
Delivery notes, carriers, inventory, customs and shipment tracking.
12 processes
Production and maintenance
Work orders, production records, equipment monitoring, alarms and maintenance.
12 processes
IT and general administration
User accounts, licences, mail, archive, contracts and internal requests.
12 processes
Legal and compliance
Contracts, deadlines, regulations, registers, audits and mandatory reporting.
12 processes
Customer service
Requests, complaints, status updates, replies and system updates from email.
12 processes
Management and reporting
Board reports, KPIs, budgets, consolidation and market tracking.
Talk to us
What work does your team do only because someone has to?
Book 30 minutes. Show us the process and we’ll tell you whether it’s worth automating, how long it would take and how much time it gives back. You talk directly to the developer who builds the bot, not a salesperson.