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Currently Browsing Tag: Sales Order Automation


What is Order to Cash?

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Order to Cash, commonly abbreviated as O2C, provides users with a process to follow an order all the way from initial order receipt through payment. Fully developed, O2C enables an organization to move automatically through these steps in the order process: Customer onboarding/sales order creation Sales order release and inventory reservation Packing and releasing items Shipping Invoicing Payment receipt More robust 02C systems will also trigger ancillary value-added processes outside of the O2C stream, including collections for late payments and follow-up marketing efforts. Order to cash is critical for organizations in an increasingly digital economy because the more efficient and … Continue reading


Epicor Insights 2019

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Epicor Insights 2019 is just around the corner, and this year features more DocStar sessions designed to empower DocStar ECM users. Epicor Insights 2019 takes place April 15-18 at the Mandalay Bay Resort and Casino in Las Vegas.  The DocStar sessions kick off on Wednesday, April 17th with a 9:30 a.m. welcome session. Why go to Insights 2019?  At Insights, you can: Learn more about the DocStar roadmap and what to expect in upcoming releases so you can take full advantage of new features and functionality Participate in hands-on lab sessions with DocStar experts to discover new ways to make … Continue reading


What is Sales Order Automation?

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What is Sales Order Automation? Why is it important?  Sales order automation (SOA) streamlines manual, time-consuming, yet necessary tasks in the sales process, enabling the sales team to focus on where they can add value to the sales process rather than spending this time on data entry and administrative tasks that take little or no skill. Automating the tasks also ensures they are completed – there is no concern about a salesperson neglecting to enter data or to pass the right data along to the next step in the process. It also enables prospects and customers to learn about products and … Continue reading