Order Intake Agent
The agent automates the process of converting incoming emails with PDF attachments into orders in the ERP system by using AI to extract order data from the attached document. It reduces manual handling by reading order information and triggering end‑to‑end order creation directly in the ERP. The agent is designed to streamline order intake, improve accuracy, and significantly reduce processing time for email‑based orders.Business challenge:
Incoming orders as PDF in emails creates a lot of work for customer service that manually enters the orders directly in ERP. It may also cause delays in order registration.
Core Features:
The Order Intake Agent converts PDF orders received by email into sales orders in ERP:
- Order analysis - The Agent scans your mails in a shared mailbox and fetches orders (PDF) from customers. It recognizes the order details like reference and delivery address together with orderliness (item numbers, quantities requested delivery date).
- Automatic order creation – Based on the identified information in the order PDF, the Agent automatically creates a sales order in the ERP.
Key benefits:
- Reduced labour time/costs associated with manual order entry.
- Reducing the order creation lead time allows orders to be picked and shipped faster, shortening the overall fulfilment time for the customer.