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Sales Order Automation (SOA) is our comprehensive Sales Order Processing Automation solution designed to revolutionize your sales and customer service processes by streamlining and automating manual tasks and freeing up your teams’ talent to generate leads and sales. X3CloudDocs SOA is the ONLY SAGE X3 native Sales Order Processing Automation Solution.
X3CloudDocs SOA uses OCR technology to automate data capture coming from email, PDF, or manually uploaded. The solution will then automatically check order data for completeness and accuracy before entry into Sage X3.
Receive customer orders from a variety of sources (email, drag & drop, folder
automation).
Works with your current Sales Order approval and notification workflows in Sage X3.
Automate to save time, reduce errors, and cut costs, while improving employee experience & output.
X3CloudDocs utilizes a world-class OCR engine adopted in 140+ countries. With more than 530 million documents processed annually, enabling over $3.5 trillion in commerce, the engine benefits from an unparalleled volume of real-world data.
This vast exposure means the engine is more likely already trained on the structure and format of your document, significantly reducing setup time and accelerating accuracy from day one, unlike many other solutions that require extended learning periods.
Via email, drag & drop, folders or e-invoicing
Extract header & line-level data
Multiple currencies supported as standard
Bespoke & personalized HTML5 notifications
View stored ducoments held in SOA from Sage X3
Automatic flaging of discrepancies
Integrates with existing Sales Order approvals and alerts in Sage X3
Documents validated against Sage X3 data
2 way and 3 way matching
Secure & compliant storage of original documents
Advanced learning using best-in-class engine
Duplicate PO checking
The typical cost of processing a sales order is around $21 (per individual document, which can be higher based on your location and the complexity of the invoice). That’s before you count the hidden costs: resolving errors, handling returns, reshipping incorrect orders, issuing credit notes, and managing customer service calls. On top of all these, a company will then need to add the opportunity cost of its sales representatives’ inability to undertake revenue-generating activities while processing sales orders.
Save time and cut costs by eliminating manual rekeying of customer purchase orders.
Automated order processing speeds stock allocation and removes costly human errors.
Onboard instantly with zero customer disruption and see a rapid return on investment.
Faster, error-free orders boost customer satisfaction and loyalty.
Free up staff for higher-value work, improving satisfaction, skills, and productivity.
Handle peak order volumes effortlessly without overloading your team.
X3CloudDocs Sales Order Automation delivers immediate benefits to any organization using Sage X3 ERP that processes over 250 customer orders per month (around 2,500–3,000 annually).
There are exceptions where businesses process fewer orders but with high complexity—for example, orders containing many lines, multiple delivery addresses, or strict validation requirements.
Organizations handling hundreds to thousands of invoices monthly benefit most from automation, accuracy, and time savings.
Businesses with complex structures—multi-company, multi-currency, or global operations—get centralized visibility and control.
Ideal for organizations looking to free staff from repetitive order entry, allowing them to focus on customer relationships, upselling, and revenue growth.
Purchase orders (POs) are received and uploaded manually or automatically for processing.
Data is extracted from the PO and matched to Sage X3 data.
If required, the PO enters a validation and authorization
process.
An order is created in Sage X3, with a copy of the original document securely stored in the cloud.
Customers using X3CloudDocs SOA have seen a 95% reduction in order processing, massively improving customer relationships and profit margins.
Our Customers have seen significant time savings of 97% using X3CloudDocs Sales Order Automation.
Customers have automated up to 98% of their orders, saving over 1,000 hours in processing time annually in their sales/customer service teams.
X3CloudDocs typically removes 90% of the time associated with manually rekeying and checking customer orders. By removing the manual processes your business will allocate stock against orders faster, ensuring improved customer experiences and accelerating your pace of business.
X3CloudDocs allows you to configure what happens with pricing, in most cases businesses choose to configure the solution to apply the Sage X3 prices and not apply the customer price which could be incorrect.
Yes, X3CloudDocs allows you to process customer orders in many different languages as it is a global solution which can be used across your entire enterprise.
X3CloudDocs uses a powerful global order library which is continually updated by machine learning, it knows the different formats of order used by different businesses around the world. It is likely the solution will already know how to process an order the first time you present it but also has a powerful AI capability, you just need to process one order from each customer for the system to be production ready and relieve you from rekeying tasks.
X3CloudDocs allows the automatic processing of customer emails containing orders, alternatively you can scan a hard copy order and use the drag and drop functionality to add it to the processing queue or individuals in the sales or customer support team can forward emails or documents to the X3CloudDocs mail box or simply save them to a local folder where they are automatically picked up.
Yes, X3CloudDocs supports all of the features you currently use in Sage X3, if you have customer specific part numbers configured in Sage X3 these will still be used when orders are integrated from X3CloudDocs.