Customer Orders
Item, quantity and delivery date extraction from emails and PDFs in any format.
- >Items, codes and descriptions
- >Quantities and requested delivery dates
- >Commercial terms
- >Automatic order line creation in the ERP
Automate the capture of customer orders, quotes, contracts and price lists. Respond faster, never miss an order.
The sales office receives customer orders daily via email, PDF, fax and phone in constantly different formats. Manual transcription into the ERP causes errors, delays and lost orders. Data Alchemy's Intelligent Document Processing (IDP) solves these problems by automating the entire document workflow.
Data Alchemy uses multi-engine artificial intelligence to automatically read any commercial document, extract relevant data (items, quantities, prices, delivery dates) and enter them directly into your SAP, Zucchetti or TeamSystem ERP. The result: 70% faster response times, zero lost orders and staff free to focus on strategic activities.
Item, quantity and delivery date extraction from emails and PDFs in any format.
Digitisation of commercial terms from received or issued proposals.
Clause, deadline and condition extraction from commercial contracts.
Automatic update of prices and discounts in the ERP.
The order automation process with Data Alchemy consists of three phases:
The system monitors the sales department inbox and automatically acquires orders received via PDF, Excel or in the email body.
The multi-engine AI analyses the document, recognises the order structure and extracts item codes, descriptions, quantities, prices, delivery dates and special notes.
Extracted data is validated against your ERP's customer and item master data and automatically entered as order lines, ready for fulfilment.
Sales staff receive a notification only if the order requires manual verification, for example for items not in the master data or anomalous quantities.
Data Alchemy integrates natively with the most popular ERP systems used by Italian SMEs: SAP Business One, Zucchetti (Ad Hoc, Mago.NET) and TeamSystem (Enterprise, Alyante). Customer orders, quotes and supplier price list updates are written directly into your ERP's master data and sales documents — no middleware, no custom development. Email-based document acquisition via Google Workspace and Microsoft 365 is supported out of the box.
Data Alchemy's AI software for commercial quotes digitises received and issued proposals in seconds. The AI automatically reads unit prices, discounts, payment terms and quote validity from PDF, email and Excel, syncing data directly into your ERP. Companies that adopt an AI management system for commercial quotes cut customer response times by 70% and eliminate transcription errors, boosting the quote conversion rate.
Automate the recording of delivery notes, packing lists, proof of delivery and waybills. Zero manual transcription, full traceability.
For AdministrationAutomate accounts payable and receivable: supplier invoices, bank reconciliation, credit notes and tax documents. Guaranteed compliance.
Book a free demo and discover how much you can save.