QuickParse - Sales Order Automation

Overview

Do you receive PDF Purchase Orders from your clients? Automate the creation of Sales Orders in 10X ERP with this integration, which will “read” the PDF Purchase Order and electronically create the Sales Order lines and header information.

How It Works

1. Map your client Purchase Order format by locating all the relevant data fields. This is a one-time step.
2. A mapped inbound PO can be attached to a blank new Sales Order for the customer, and QuickParse will fill in all relevant information. This includes header information such as Customer PO #, Ordered By, Ship-To, and Ship-Via. It also includes line information, such as Item #, Quantity Ordered, and pricing information.
3. Alternatively, you can set your email rules to direct inbound emails containing PO’s from your customer to a specific internal email address, and the related Sales Order will be electronically created upon receipt of the email.

Benefits

1. Saves your sales team time from the repetitive order entry process, allowing them to focus on value creating tasks.
2. Improves accuracy of order entry since there are no keystroke errors when the software electronically creates orders.
3. Increases speed of order processing, since order entry can be a bottleneck.

Get Started

Want to integrate QuickParse into your 10X ERP? Contact support today for pricing and configuration details.