Home » Sales Driven OCR
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.
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.
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.
Yes, the solution is highly customizable and can process various types of transactions, such as sales orders and estimates. It can be configured to match your specific business needs, including handling different customer or transaction setups.
If the system encounters unrecognized data or unmatched items, placeholder values are used to ensure the order is processed. These instances are flagged for review, allowing users to manually correct the errors. The system also learns from these corrections, improving accuracy for future transactions.
The Sales-Driven OCR system enables you to create customer-specific folders in NetSuite to store and organize documents. The system automatically manages these folders, properly categorizes all files, and ensures they remain easily accessible for future reference.
Using Smartes Sales Driven OCR significantly reduces the need for manual data entry, which helps improve accuracy, save time, and streamline your order processing workflow. It also ensures faster order fulfillment and reduces human error, resulting in a more efficient and reliable sales process.
Yes, the Sales Driven OCR solution integrates seamlessly with your email system. It can automatically process emails with PDF attachments and extract the necessary data for order processing, storing metadata such as the subject line and sender for future reference.
Yes, the system has domain-matching capabilities to ensure the correct customer is associated with each incoming document. However, if multiple customers use similar email domains, the system allows for manual correction and adjustment to ensure the right customer record is matched.
The solution is equipped with robust error handling mechanisms. If issues arise, such as unmatched customer information or incorrect item identification, they are flagged for manual review. The system also includes auto-resolution features for common issues and learns from user corrections to prevent future errors.
You can arrange a demo or get more information by reaching out to us through the contact details provided. Please let us know a date that works for you at least a week in advance and what solution you would like a demo of. We may guide you to a link of one of our demo videos.
You can contact us at sales@entartes.com or call 1-800-606-4404
Smartes is located at 24285 Katy Freeway, Suite 300, Houston, TX 77494