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Automate Exact Online order processing

From customer order to sales order

Customer orders come in as PDF, Word or e-mail. With ImageCapture, you fully automate Exact Online order processing: orders are converted to controlled sales orders, including price control, workflow and automatic customer communication.

Here’s how to automate
order processing within EOL

 

Customer orders come in via PDFs, emails and attachments. In Exact Online, that quickly means a lot of manual work and little control over the process.

Complete workflow on sales orders

Deviating prices or items are automatically submitted to the appropriate colleague.

Automatic customer communication in own language

Thank you, receipt and rejection messages are automatically sent in the customer’s language.

One complete order file with audit trail

All documents, emails, attachments and decisions are stored centrally.

Importing

Orders picked up immediately

ImageCapture automatically picks up the email, converts PDF/Word/email text into one clear document, and links it directly to the correct client.

Connecting

Recognized and filled in automatically

The system recognizes items, quantities, prices and references and automatically populates delivery addresses, language and conditions from the customer card.

Controlling

Deviation? Automatic workflow start

Price differences, different scales or unknown items are automatically forwarded for approval or rejection.

Generating

Agree? Automatically created

After approval, the system itself creates the sales order. All header and line data are already in place, including conditions and attachments.

Archiving

Always to be found

The entire order as well as all decisions are stored. You can retrieve everything by customer, item, reference, price, status, rule information and workflow history.

Success!

Automatically handled

The customer automatically receives a neat confirmation in their own language. Your internal teams immediately see the status, who still needs to approve and whether the sales order has already been created.

Processing

Controlling

Generating

Archiving

Success!

Importing

Win back precious hours in your ordering process

With one integrated workflow, from incoming PDF to created order.

Smart integration

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Automatic synchronization of customers, items, prices and scales

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Support for customer-specific conditions, languages and delivery addresses

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Sales orders are built completely in accordance with Exact logic

Price and item validation

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Control of price agreements, scales and non-standard items

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Instant insight into missing or inconsistent data

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Supports complex sales structures and customer agreements

File construction by customer order

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Document, attachments, email text, decisions and status in one place

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Searchable by customer, item, reference, price or workflow status

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Always auditable, fully recorded per assignment

Schedule a no-obligation demo

Experience the benefits of our solutions within your Exact Online administration.

Frequently asked questions about Exact Online order processing

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How can you have customer orders automatically processed into sales orders in Exact Online?

With software that recognizes incoming orders, reads them and converts them into structured order data. Think of orders that come in as PDFs, Word files or emails. These are automatically translated into sales order information ready for processing in Exact Online.

How are prices and item information verified?

During the processing of a customer order, item data, prices, scales and customer agreements are compared with the data in Exact Online. Any discrepancies are reported immediately so that the appropriate colleague can determine what to do with it.

What happens if a customer order deviates from the price agreements?

When a price, item or quantity does not match the recorded agreements, the order does not go directly to Exact Online. Instead, it is presented to the responsible employee or department for review. This keeps the order flow controlled and error-free.

Can a sales order be created automatically in Exact Online?

Yes. After an order is reviewed and approved, the data can be automatically transferred into Exact Online. The sales order is built according to Exact’s standard structure, including header and line information.

How are rejected or incomplete customer orders processed?

Rejected or incomplete orders are not created as sales orders. However, they are recorded so that it remains clear what was delivered and why it was not processed. This makes it easy to determine follow-up actions or send feedback to the customer.

Does automated order processing work with large order volumes?

Yes. Automation is actually effective in companies that receive many customer orders or have to process large orders with a lot of line information. It reduces the chance of errors and significantly shortens turnaround time.

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