Sales driven OCR

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.