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DocStar ECM Sales Order Automation

AP automation software

Adding value to your business, productivity to your process, and profit to your bottom line

Business today is more competitive than ever.  Does your business have the tools to keep up? Sales-order entry is a mission critical part of the sales transaction – DocStar ECM Sales Order Automation takes the extra work and worry out of sales order entry, automating the process and eliminating manual sales-order entry errors.

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sales order automation workflow

cloud devices


DocStar ECM Sales Order Automation uses Intelligent Data Capture (IDC) to automatically capture and extract structured data, such as a customer’s past purchases from the company, as well as unstructured data such as written communications. DocStar ECM Sales Order Automation accepts and indexes sales orders, then moves the data on to the next step.

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cloud document management


With ERP integration, DocStar ECM Sales Order Automation executes data look-up, confirms customer information, purchase orders, quotes, and validation such as credit check, part number verification, and detects missing, incomplete or incorrect data. DocStar lets you identify exceptions and automatically route them to the person tasked with the resolving the issue.

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If all the conditions are met and there are no exceptions, the order is sent on to the “happy path” straight to Auto Allocation and fulfillment. For those orders with no exceptions, this is an easy way to accept, review and initiate the orders – as quickly and efficiently as possible, but also with added human intervention as needed to facilitate and eventually finalize the sales cycle.

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Sales Order Automation Features and Benefits

  • Reduce overall costs
  • Improve transaction efficiency
  • Achieve measurable efficiencies
  • Enhance accountability
  • Accelerate business processes
  • Improve fulfillment speed
  • Eliminate transposition errors
  • No more lost or misplaced orders
  • Integration with ERP
  • Intelligent data collection and data mapping
  • Workflow for order handling, validation and issue resolution
  • Integration with ERP
  • Customer credit hold checking
  • Duplicate sales order checking
  • Part number /item validation
  • Secure storage for permanent archiving
  • Documents Screen to indicate the document and what is supposed to happen to it
  • Demand Screen that is designed for order entry and not so EDI-centric
  • Drag and drop attachments to emails that will get ‘scanned’ into the system through an OCR application