Manual sales order entry is one of the most resource-intensive tasks in an organization. Teams spend hours rekeying orders, cross-checking details, and troubleshooting errors. The result? Costly delays, unsatisfactory customers, and a hefty burden on staff members.
Enterprise Content Management (ECM), formerly known as DocStar, is a transformative system that automates a variety of content types, including sales orders. This is revolutionary for companies with antiquated order-to-cash cycle processes.
In the current age of digital transformation, many businesses have yet to find long term solutions for content management. In fact, most companies are still housing and organizing their documents in physical offices.
Not only does this lead to the necessity of extra space, but it creates security problems due to a lack of security and protection as well as error-prone data entry due to manual input from different sources.
ECM is a document management system that can be thought of as a digital filing cabinet for the whole company, but smarter.
Instead of digging through emails, paper files, and outdated folders, employees can quickly find what they need, whether it’s historical or current data.
Users can capture a wide variety of documents including, PDFs, Word docs, spreadsheets, images, forms, emails, and scans. ECM solutions auto-save emails and forms as well as pull in data from different synced systems.
Documents are easily stored and organized in a secure and searchable system, reducing the time it takes employees to look for crucial, time-constrained projects and contracts.
Companies can easily manage information and control who can see or edit different documents. All modifications and changes are tracked accordingly.
Staff can save time on business applications by speeding up processes like approvals and workflows.
Data and paper documents are kept safe and compliant with regulations.
A sales order (SO) is a document generated by a company after receiving a purchase order (PO), from a customer. Essentially, it confirms the sales of goods or services and details what the customer has agreed to buy, under what terms, and when it will be delivered.
It can be quite the task if it isn’t automated. Just imagine all the work that is entailed to manually enter each customer name, PO number, SKUs, quantities, pricing, shipping instructions, and payment type.
Automating sales orders significantly boosts operational efficiency and ensure a solid supply chain.
Manual entry can take hours per order—especially for multi-page or complex orders. Automation processes incoming orders in minutes, accelerating your entire order-to-cash cycle.
Manual keying errors are common and costly. Automation minimizes errors by validating data against your ERP before creating the sales order.
Free up your customer service and operations teams to focus on higher-value tasks, such as upselling, relationship management, and issue resolution.
Lower labor costs associated with data entry and error correction.
Epicor ECM software provides a full audit trail of every order, enabling you to track the status of documents and meet compliance requirements effortlessly.
Epicor ECM’s Sales Order Automation feature uses intelligent document capture and process automation to eliminate manual data entry from your sales order workflow.
Here’s how it works:
Whether customers send orders via email, fax, or scanned documents, ECM automatically ingests them into your system.
Using Optical Character Recognition (OCR) and machine learning, ECM extracts critical order information like:
It then validates this data against your Epicor ERP system to ensure accuracy.
Once validated, a sales order is automatically created in Epicor ERP, ready for approval or processing.
Any discrepancies (e.g., incorrect part numbers or missing fields) are flagged for human review, ensuring no order is lost or misprocessed.
This touchless processing means your team spends less time on manual tasks and more time delivering value to your customers.
Orders arrive via email, fax, or physical mail. ECM monitors a shared mailbox or scanner for incoming orders and captures them automatically.
Optical Character Recognition (OCR) scans the document and extracts structured data, while AI-powered rules validate information against ERP master data (e.g., customer records, SKU numbers).
Once all data passes validation, ECM creates a sales order directly in Epicor ERP. For high-confidence orders, the process can be completely touchless.
Orders with errors or missing data are routed to staff for review and correction.
Every step is logged, providing full visibility for managers and compliance teams.
This integration between Epicor ECM and your ERP creates a real time, seamless, and automated flow from order receipt to fulfillment.
Epicor ECM isn’t just a document repository—it’s a full enterprise content management platform designed for manufacturers, distributors, and service organizations.
With features like:
Sales Order Automation with Epicor ECM is a proven way to:
The result? A leaner, faster, and more accurate order-to-cash cycle.
If your organization is ready to streamline sales order processing and gain a competitive edge, now is the time to explore Epicor ECM.
See how Epicor ECM Sales Order Automation can work in your business. Contact us to schedule a personalized demo and start your journey to operational excellence.