There are many different ways in which customers might want to send you orders: you might have an online store, or be using EDI to connect, but you might also be processing orders by phone or email and having to enter them manually into Sage X3. Then, at busy times, it might be “all hands on deck” as you deploy additional human resources to get these loaded into Sage X3 as quickly as possible.
Well, with X3CloudDocs Inbound, you can now process those email orders faster than ever, turning those customer PDFs into Sage X3 Sales Orders ready for allocation, picking and shipping in minutes, however many lines they might contain.
Whether your customers use standard order forms, or whether they send their own, X3CloudDocs can learn the typical layout of each customer’s orders, interpret the important details to be extracted and send these to Sage X3. Product details can be translated to provide the item codes that you hold in X3, pricing applied (or not, as you choose) and then the resulting Sales Order produced, ready for you to review ahead of issuing an acknowledgement back to the customer and then allocating, picking and shipping.
X3CloudDocs Inbound Sales Orders is quick to implement, easy for your users to learn and can extract pages of order data for processing into Sage X3 automatically, reducing the risk of human error. The resulting orders can then be used to drive further automation, such as generating internal (and external) workflows and emailing of acknowledgements.
For more details on upgrading to this release of X3CloudDocs Inbound, please contact your implementation partner.
