S M A R T E S
NetSuite OCR/OCR order automation

Sales Driven OCR for NetSuite: Automate and Simplify Order Processing 

The Smartes Sales Driven OCR Solution is a cutting-edge tool designed to automate the process of converting customer Purchase Orders (POs) into sales orders or estimates within NetSuite. This solution leverages advanced Optical Character Recognition (OCR) technology, enabling businesses to significantly reduce manual data entry and enhance their sales processing efficiency.  

Our Sales OCR solution for NetSuite automates the extraction of critical information from PDF POs and integrates it directly into NetSuite. It seamlessly transforms unstructured data into actionable sales transactions, helping your team save time, reduce errors, and optimize order management.

NetSuite sales order process/OCR software netsuite

How does it Work

The Smartest Sales-Driven OCR solutions streamline operations by automatically processing all purchase orders received via email. Upon receiving a PO, it extracts key information from the attached PDF and integrates the data directly into NetSuite. It matches the data with the correct customer and transaction type and categorizes the processed documents by placing them in customer-specific folders for easy access and management.

In case of unmatched data, the system flags an error that the users go through and input placeholder values. Built-in machine learning suggests corrections,  minimizing similar mistakes in the future. The system fully automates a process that runs quietly in the background, from email integration to producing estimates or sales orders.

Sales OCR Features for NetSuite

  • Automated PDF Processing: Automatically extracts essential data such as PO numbers, item details, and customer information from PDFs without human intervention.
  • Email Integration: Seamlessly handles incoming emails with PDF attachments, storing email metadata along with the PDF for easy future reference.
  • Folder and File Management: Creates customer-specific folders within NetSuite to ensure organized and accessible document storage.
  • Error Handling and Machine Learning: Flags unmatched data for review, logs manual corrections to improve future accuracy, and learns from these corrections to reduce similar errors.

Benefits of Sales Driven OCR

  • Reduced Manual Data Entry: Freeing up sales reps’ time by automating data extraction to let them focus on higher-level tasks.
  • Improved Accuracy: Eradicated the risk associated with human intervention while enhancing order processing efficiency.
  • Enhanced Efficiency: Boost order fulfillment requirements to speed up customer response times while enhancing satisfaction.
  • Customizable Setup: Enable businesses to customize and configure the solution to manage specific transaction types and meet their unique needs.

With NetSuite OCR integration, Smartes helps your business to unlock exceptional benefits. You can streamline inventory management with a highly efficient and automated process effortlessly. Our solution aids you in scaling your business, providing the flexibility and reliability you need to stay ahead in today’s competitive landscape.

Improve your sales bottom line with us.

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