S M A R T E S

Sales driven OCR

Thumb
  • Product: Sales Driven OCR
  • Product Type: OCR
  • Release Date: September 20, 2024

OCR Sales Solution 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 OCR solution 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.

How it Works

The Smartes OCR solution begins by automatically processing any purchase orders sent by customers via email. Once the PO is received, the system extracts key information from the attached PDF. This data is then integrated directly into NetSuite, where it is matched to the correct customer and transaction type. The processed documents are neatly categorized into customer-specific folders for easy management and retrieval. If the system is unable to match certain data, placeholder values are inserted, and any errors are flagged for further review by the user. Additionally, the system’s machine learning capabilities ensure that it remembers and learns from these corrections, reducing the likelihood of similar errors occurring in the future. With everything running in the background, the entire process is completely automated, from email integration to the creation of estimates or sales orders.

  • Key Features

    The Smartes OCR solution is built around automated PDF processing, where the system extracts essential data such as PO numbers, item details, and customer information from PDFs without requiring human intervention. It is fully integrated with email systems, automatically handling incoming emails with PDF attachments. The solution stores email metadata along with the PDF for easy future reference. Folder and file management is also streamlined, with customer-specific folders created within NetSuite to ensure that all documents are stored in an organized and accessible manner. Moreover, the system includes robust error handling features, where unmatched data is flagged for review, and manual corrections are logged to improve the accuracy of future transactions.

  • Benefits

    By using the Smartes OCR solution, businesses can significantly reduce manual data entry, freeing up valuable time for the sales team to focus on higher-level tasks. The automation of data extraction drastically reduces the risk of human error, improving the accuracy of order processing. Furthermore, the solution enhances efficiency by speeding up order fulfillment, leading to faster customer response times and increased satisfaction. The setup is customizable, allowing businesses to tailor the solution to handle specific transaction types and configurations for their unique needs. Overall, Smartes OCR provides a streamlined, flexible, and reliable solution for managing sales-driven processes within NetSuite.

With Smartes Sales-Driven OCR, your business will benefit from a highly efficient, automated process that integrates seamlessly with NetSuite. Our solution is designed to scale with your business, providing the flexibility and reliability you need to stay ahead in today’s competitive landscape.

Thumb
Thumb

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 OCR system creates customer-specific folders in NetSuite to store and organize documents. These folders are automatically managed, ensuring that all files are properly categorized and easily accessible for future reference.

Using Smartes 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 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