Optimize Your Staffing Sales Process with Sales Order Automation for Staffing

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thank you for your interest in sdsi's unformed document management solution in this video we are looking at how unform gets work done for sales order automation unform is fully integrated pushing data into your erp while allowing access to your business critical documents mform saves you time and money no more manual data entry unform will post data directly into your erp saving time and money unform gets work done customers purchase orders are automatically processed with image manager and can be sent via email scanned images or a monitor directory another way to receive inbound documents is a physical directory like a network share a multi-function device or scanning to a directory you can also transfer data with edi or xml data fields are set up based on your needs we capture data in a variety of ways zones ocr barcodes a pdf with a text layer and we can also capture data using aiocr there are a lot of validations you can set up to look at things in your erp like is the customer a valid customer or other data that needs to be looked up and compared this screen is where you can correct an error if a field does not pass validation you have the ability to manually correct it you can see the field with an error as highlighted in red it tells you where the error has occurred allowing you to correct it it's showing that we're off on the subtotal let's take a look at the document in the line item detail and it does look like the math is correct on the purchase order but not over here so let's go ahead and correct it save it and now it's ready to go this is the line item detail that will be passed to your erp to create the sales order [Music] unforms data extraction process saves time by automatically passing data from the purchase order to the erp which creates an accounts receivable order and subsequent packing slip and invoice which saves time and increases accuracy thank you for considering unform document management solution for more information or an informed demonstration contact sales