NetSuite App
Sales Order Automation for NetSuite
An Order Management Solution for NetSuite ERP, Featured by Anchor Group
This NetSuite app is designed for businesses that frequently receive purchase orders from repeat customers, and it helps by automating the order intake process in your NetSuite system. Powered by advanced AI technology, this app extracts, organizes, and imports purchase order information directly into NetSuite, where it is ready for human approval and sales order processing.
DEMO VIDEO: Sales Order Automation for NetSuite
Streamline order processing with sales order automation for NetSuite.
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!
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.
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 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.
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.
Have questions about this NetSuite solution?
FAQs
The major differentiator is AI auto-learning of purchase orders. Other OCR tools require users to map each new purchase order format. While, this solution does use OCR to capture the data, the AI reads a each new purchase order format (when onboarding a new customer for example), and learns where the fields are on the form, so the user doesn't have to do this mapping manually.
The implementation process is very quick, the app just needs to be shared with your NetSuite instance and installed. Then there are just a few quick setup tasks and preference selections that are needed. These fall under main configuration preferences and subsidiary level configuration options. With these, you have the ability to select default sales order settings.
There doesn't need to be. But certain companies may have very unique item master records in NetSuite. In that case, there's there is some light modification that can be done on their workflow to make sure that the solution is accommodating the uniqueness of their item master setup.
There's not much that needs to be trained. The AI model can usually interpret a purchase order correctly the first time around without any training. But for good measure, training the AI model on each of your existing customers' purchase orders is included in the implementation process.
Additional training will likely not be needed even when you onboard a new customer with a different purchase order structure. However there could be a scenario where a new customer gives you a particularly unconventional purchase order, and the AI can't read it correctly the first time around. In that case, the AI would be re-trained on that specific purchase order structure if needed.
What’s next
Make your day-to-day work easier and get back to what matters most with this NetSuite app to streamline your workflow and simplify daily tasks. Reach out below and let’s get you rolling.
Need something a little different?
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