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

OCR for NetSuite: Automate and Simplify Order Processing 

The Smartes OCR Solution is an advanced OCR for NetSuite designed to automate the conversion of customer purchase orders into sales orders or estimates within NetSuite. By leveraging cutting-edge Optical Character Recognition technology, businesses can eliminate manual data entry, reduce errors, and accelerate sales processing.

Our OCR integration for NetSuite extracts key information from PDF purchase orders and seamlessly imports structured data directly into NetSuite. This automation transforms unstructured POs into actionable sales transactions, enabling your team to process orders faster, improve accuracy, and optimize order management. Whether handling high volumes of sales orders or reducing administrative workload, our NetSuite OCR solution ensures efficiency and accuracy in every transaction.

NetSuite sales order process/OCR software netsuite

How does it Work

The Smartes OCR solution streamlines operations by automatically processing all PDF, Word Document, or Excel orders received via email. Upon receiving a order document, it extracts key information from the attached document 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. Then creates the order record inside of NetSuite.

In case of unmatched data, the system flags an error that the users go through and input the correct values over the placeholders. 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 the correct order record.

OCR Features for NetSuite

  • Automated PDF Processing: Automatically extracts essential data such as order numbers, item details, and customer information from PDFs without human intervention.
  • Email Integration: Seamlessly handles incoming emails with PDF, Word, or Excel attachments, storing email metadata along with the document 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 Automated 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 the NetSuite OCR integration, Smartes helps your business to unlock exceptional benefits. By automating the processing of purchase orders, estimates, and sales orders, you can ensure faster order fulfillment, improved accuracy, and seamless integration with your NetSuite workflows. Our solution aids you in scaling your business, providing the flexibility and reliability you need to stay ahead in today’s competitive landscape.

Ready to streamline your order processing in NetSuite? Schedule a demo today and experience seamless efficiency!

Book a meeting!