Sales order processing at wholesale distributors involves manually extracting order details from emails and calls, checking inventory, applying pricing, and entering data into multiple systems.
Automation reads incoming orders, extracts key information, verifies inventory in real time, applies customer pricing rules, and routes confirmed orders to fulfillment. Staff focus only on exceptions and complex requests, while routine orders move from receipt to warehouse in minutes.
The full workflow, from trigger to completion.
Customer order arrives via email, web form, or integrated channel. The automation platform detects the new order and extracts customer and line-item data automatically.
The automation reads the order email or form submission, identifies customer name, product codes, quantities, and delivery address, and structures the data for downstream use.
The automation queries the inventory system to verify stock levels for each line item and flags any out-of-stock or backorder items.
The automation retrieves the customer's contract or rate card from a stored reference, applies negotiated discounts, and calculates the total invoice amount.
The automation creates a new order record with all line items, quantities, pricing, and delivery details populated automatically.
The automation sends a templated order confirmation email to the customer with order number, items, total price, and estimated delivery date.
The automation sends a structured message to the fulfillment team with picking details, so the warehouse can begin packing immediately.
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