Sales order automation for banking

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automating the first steps of inbound customer orders processed in sap can significantly improve the order to cash cycle by cutting lead times and order processing costs in half as a certified sap add-on readsoft's automated sales order creation solution works seamlessly inside of sap to expedite the process of turning incoming customer orders into ready-to-ship sales orders you benefit from increased process control full transparency lowering the risk of lost sales opportunities earlier identification of errors and exceptions automated creation of sales orders by extensive consistency checks shorter processing times lower costs in the order receipt process increased customer satisfaction and relations customer orders may arrive in paper or electronic format by fax postal mail as email attachments or through a web service the orders are automatically entered into the read soft software regardless of formats once inside the software the orders are separated and enhanced for optimal viewing the software captures both header and line item data it recognizes data such as order date order number quoted price currency and a delivery date on the orders any missing or misinterpreted fields can be adjusted using simple drag and drop from the user-friendly interface the fields such as product code quantity unit price total value description delivery date in the line item data can be easily defined once defined all line items are automatically captured and verified with a combination of intelligent capture and self learning technology the software learns and remembers the corrected fields for future interpretation the order image and captured data are transferred to the sap system on transfer the order is matched and validated against available quantity and price information inside of the sap system customer and material information are automatically determined successfully validated customer orders with correct customer price and delivery information are automatically converted to sales orders with automatic validation order confirmations can be sent to customers faster and more accurately the intuitive work list enables a user-friendly overview of all orders displaying error-free posted documents and orders with errors requiring resolution errors are categorized ing to issues such as customer material price availability enabling hands-on correction by an agent the error resolution is accelerated by online access to all necessary sap data and the possibility to start a workflow to obtain information or make corrective action to resolve an identified issue such as a price issue a processing log serves as an audit trail to provide full traceability adjusted orders are posted and the created sales order is now available for the next steps in the normal sales and distribution process such as order confirmation packing transport and invoicing automatic generation of sap sales orders from inbound customer orders provides the efficiency and visibility required to reduce processing times and costs it enables fast more accurate response to customers and ultimately increases customer satisfaction want to learn more talk to read soft