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Order desk automation

Order entry automation: customer orders from email, straight into your ERP

Webika's order entry automation takes the purchase orders your customers email you and enters them into your ERP as sales orders, for distributors and manufacturers. The order desk automation sprint costs £20,000–40,000 + VAT / $25,000–50,000, after an operations assessment at £4,000–8,000 + VAT / $5,000–10,000.

This is about the orders customers send to you, not the purchase orders you send to suppliers. Customers keep ordering by email as they do now; your team stops retyping PDFs and handles only the orders that need a person.

Offers and prices

Order desk automation sprint

£20,000 to 40,000 + VATor$25,000 to 50,000

Takes emailed PDF orders into the ERP, live in about 6 weeks.

Operations assessment

£4,000 to 8,000 + VATor$5,000 to 10,000

Maps document-heavy processes, costs them, and produces a prioritised automation plan.

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How sales order processing automation works

  1. Orders arrive by email

    Customers email purchase orders to your order desk inbox as PDF attachments, exactly as they do today.

  2. Each order is read and checked

    The customer, products, quantities, prices, and delivery details are extracted and checked against what's in your ERP.

  3. Clean orders go in, the rest wait for a person

    Orders that pass the checks become sales orders in your ERP. Orders that don't are held for someone on your team to review, with the problem shown.

Before the sprint

  • The operations assessment comes first: it measures your order volumes and handling time, and confirms how we'll connect to your ERP.
  • We focus on the ERPs distributors run: Kerridge K8, Merlin, and Sage 200 in the UK, and Acumatica, Infor SX.e/CSD, and NetSuite in the US.
  • The sprint aims to have emailed orders flowing into your ERP in about six weeks.

Questions

What is order entry automation?
Software that reads the orders customers send you, checks them, and enters them into your ERP as sales orders, so nobody has to retype them. People review only the orders that fail the checks.
How much does order entry automation cost?
The order desk automation sprint costs £20,000–40,000 + VAT / $25,000–50,000. It follows an operations assessment at £4,000–8,000 + VAT / $5,000–10,000, which sets the scope and the exact price.
Can you automate order entry from email?
Yes. That's where the sprint starts: purchase orders that customers email to you as PDF attachments.
Is this the same as purchase order automation?
It's customer purchase order automation: the orders your customers send to you, turned into sales orders. It isn't procurement software for the purchase orders you send to suppliers.
How long does it take?
We aim to have emailed orders flowing into your ERP in about six weeks. The assessment confirms the timeline for your systems and volumes.

Talk it through first

30 minutes, booked online. Free, with no obligation.

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