Automated Order Processing Solution

Receive

Combine multi-source processes into a single process.

Regardless of how an order is received (email, fax, paper, EDI or web), Esker can instantly capture customer documents and immediately route them for processing — maximizing control and flexibility. Every order is treated as an electronic transaction, allowing customers to continue sending orders as they wish.

Get orders to the right person without delay.

Orders are automatically routed to the right person for timely processing, putting an end to orders sitting at fax machines or in email inboxes.

Ensure urgent orders stay on top of the queue.

A keyword detection mechanism allows you to prioritize certain orders (e.g., "rush" or "critical") and have them displayed in the urgent queue. This way, urgent orders can be dealt with first before moving on to less critical orders, allowing you to uphold promises to customers.

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Extract

Reduce order processing time.

Leverage Esker’s data analysis tools to minimize human intervention, increase processing speed and, most importantly, provide better accuracy and security to order processing. More efficient resource management means processing all received orders before the cutoff with no more order backlog building up from one day to the next.

Get orders in and out faster and more accurately.

Working hand-in-hand with integrated character recognition technology (OCR, ICR, bar code recognition) and cross-checking against your existing databases, the Esker data capture module decodes character sequences by relying on context-based recognition, key words, fuzzy search, number computation and automatic validation.

Computer intelligence ensures that the right part numbers are used, the order ships to the right place and all required information is properly captured to make the earliest shipping schedule.

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Verify

Speed up customer order entry.

Automatic verifications help ensure that orders can be processed as quickly as possible, expediting the jobs of CSRs. The system checks that the quantity ordered is valid for the particular material, that the customer is entitled to order specific goods or services, that the pricing conditions are correct, that the requested date is within a reasonable timeframe and more.

Get orders ready to ship in a few clicks.

Once the automated checks and verifications have occurred, order data is automatically integrated into your order management system and ready for scheduling and shipping.

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Manage

Get exceptions out of the way quickly.

The built-in flexible workflow engine lets you rapidly obtain a manager’s authorization or a sales rep’s approval in the event of pricing discrepancies, special discounts or conditions — ensuring orders are processed and shipped with no delay.

Inform your customers in real-time.

Let your customers track the progress of their orders by setting up automatic customer notifications throughout key phases of processing. Customers will no longer need to call CSRs to check their order status, allowing your staff to concentrate on processing orders, rather than responding to incoming calls.

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Archive

Keep order copies safe.

Safely store your orders using Esker infrastructure’s advanced login security policies. A backup of your archive is available; you can also request a digital media copy.

Access original orders when needed.

Electronic copies of orders are kept for as long as necessary and can be shared across departments directly from the Esker web application. Electronic archiving allows orders to be available at any time and accessible to all authorized personnel from any location for as long as needed. No more chasing paper from one office to another. No more searching through file cabinets. No more wasted time.

Using a multi-criteria search engine, your CSRs can select fields to help find the customer order they need. By combining several fields (customer name, PO date, PO currency), they can narrow the search.

If you regularly consult lists of customer orders, use predefined views available from the web interface. You can also easily create your own views in a few mouse clicks and make them available to others.

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