Sales order processing turns an incoming purchase order into a validated, confirmed order ready for the warehouse. Doing this by hand means switching between email, spreadsheets, and an ERP system to check stock, pricing, and credit before anything can move forward.
The automated version reads the incoming order, checks stock and credit, and creates the sales order directly in the system of record. It then drafts the confirmation and alerts the warehouse, cutting the delay between order receipt and picking.
The full workflow, from trigger to completion.
Incoming purchase order email or EDI file triggers the workflow automatically.
The automation reads the PO and extracts item codes, quantities, and requested prices.
Workflow queries for real-time stock availability against the extracted lines.
The automation compares requested prices against the approved price list and flags mismatches.
Workflow checks the customer balance against their credit limit before proceeding.
Validated order is created directly without manual keying.
Workflow generates and sends the order confirmation email to the customer automatically.
Confirmed order details are posted to the warehouse channel to start picking.
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