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NetSuite sales order icon.

Sales Order Automation for NetSuite

An Order Management Solution for NetSuite ERP, Featured by Anchor Group

Designed for businesses that frequently receive purchase orders from repeat customers, this app automates the order intake process in NetSuite!

Powered by advanced AI technology, this application extracts, organizes, and imports purchase order information directly into NetSuite, ready for a human to approve and process the sales order.

Streamline order processing with sales order automation for NetSuite!

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DEMO VIDEO: Sales Order Automation for NetSuite

See the NetSuite Solution in Action

When a customer sends a purchase order via email, this solution instantly captures and transfers the data into NetSuite, saving time and reducing the risk of human error.

Watch the demo video to learn more!

NetSuite App Features

  • Powerful AI model for auto-learning purchase orders
  • Built inside of NetSuite
  • Split screen view available to compare purchase order files to sales order data in NetSuite for quality assurance
  • Quick implementation process
  • Customer and item validation on transactions
  • Price level and price option override capabilities
  • Default line-level coding
  • Dynamic data entry and single value overrides

Business Use Cases

  • Eliminate the need to manually enter data into NetSuite when receiving purchase orders via email
  • Decrease the workload involved in processing a high volume of purchase orders
  • Avoid long fulfillment times due to slow order processing
  • Get more transaction handling inside of NetSuite
  • Reduce errors caused by manual data entry during sales order processing
  • Alleviate the volume of user data entry at the line level
  • Save money through automation that frees up employee time, allowing them to complete other value-add tasks

Data Matching: AI Creates NetSuite SO from PO

AI Result Ready for Human Review

This solution extracts data from purchase orders, matches the transaction to customers and items in NetSuite, and pre-codes all the information needed on the sales order!

Incoming purchase orders to be processed with data on an AI matching

Option to Manually Upload Purchase Orders

Pull Data from Individual Purchase Orders into NetSuite

If a purchase order gets sent to the wrong email address, or you don't have a centralized email inbox for purchase orders, you can manually upload the files! Upon upload, the purchase order goes through the same validations and shows up in the "To Be Processed" queue, just as it would if it were taken in via email.

Upload customer PO for automation NetSuite manual upload.
Side by side view of customer purchase order and NetSuite sales order.

Processing Pre-coded Sales Orders in NetSuite

Viewing the Customer Purchase Order and Validating the NetSuite Sales Order Data
Once the transaction is ready to be processed in NetSuite, all the NetSuite user has to do is quickly review the transaction and approve, edit, or reject it. The data is pre-coded at the line level, so users shouldn't have to manually type anything in. The solution shows the user a side-by-side view of the customer purchase order on the left and the pre-coded sales order on the right. This allows the user to easily identify and resolve any errors before moving the transaction forward.

Line level single value override sales order automation NetSuite.

Line-level Coding and Dynamic Data Entry in NetSuite

Default Coding and Single Value Overrides Help Reduce Manual Work

In the case of missing or incorrect data, this solution allows the user to bring data from the purchase order into the sales order dynamically. Users can also perform single value overrides via dropdown fields in the sales order view.

line level single value override so automate netsuite

Rejecting Entire Transactions

Prevent Error-filled Transactions from Being Processed in NetSuite

At times you might receive duplicate purchase orders via email, or manually uploaded the wrong file by mistake. You have an option to reject an entire transaction when needed, and it will not move forward into a sales order in NetSuite.

Rejecting a purchase order transaction NetSuite order automation.

FAQs

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NetSuite App Details

Type

Order Management

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Category

App

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Customizable?

Yes

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