Data Alchemy — Software IDP con AI
For Sales

IDP for Sales: Customer Order and Price List Automation

Automate the capture of customer orders, quotes, contracts and price lists. Respond faster, never miss an order.

Why IDP is Essential for the Sales Department

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.

  • Customer order automation: AI reads orders from email, PDF and Excel and enters them into the ERP in 3 seconds
  • Automatic quote management: extraction of prices, discounts and payment terms from proposals
  • Supplier price list updates: automatic comparison with previous price list and change alerts
  • Direct ERP integration: extracted data flows into SAP, Zucchetti, TeamSystem and other ERPs

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.

Customer OrdersAuto-processing

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
QuotesAuto-processing

Quotes and Proposals

Digitisation of commercial terms from received or issued proposals.

  • >Unit prices and applied discounts
  • >Payment terms
  • >Quote validity period
  • >Price change history
ContractsAuto-processing

Contracts

Clause, deadline and condition extraction from commercial contracts.

  • >Duration and renewal dates
  • >Clauses and penalties
  • >Financial terms
  • >Automatic deadline alerts
Supplier Price ListsAuto-processing

Supplier Price Lists

Automatic update of prices and discounts in the ERP.

  • >Item codes and prices
  • >Volume discount tiers
  • >Comparison with previous price list
  • >Flagging of significant changes
-70%Response time
0Lost orders
AutoPrice list updates

How Customer Order Automation Works

The order automation process with Data Alchemy consists of three phases:

  1. 01

    Automatic Receipt

    The system monitors the sales department inbox and automatically acquires orders received via PDF, Excel or in the email body.

  2. 02

    Intelligent Extraction

    The multi-engine AI analyses the document, recognises the order structure and extracts item codes, descriptions, quantities, prices, delivery dates and special notes.

  3. 03

    ERP Entry

    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.

Native Integration with Major Italian ERP Systems

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.

AI Software for Commercial Quotes and Proposals

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.

FAQ

FAQ — IDP for Sales: Customer Order and Price List Automation

Sales departments receive orders via email, PDF, and phone in countless different formats. Data Alchemy automatically reads each order, extracts items, quantities, delivery dates, and commercial terms, and creates the order line in your management system. This eliminates the risk of lost or incorrectly transcribed orders and reduces order fulfillment time by 70%.
Data Alchemy ingests supplier price lists in any format (PDF, Excel, email), automatically extracts item codes, descriptions, prices, discounts, and commercial terms, and updates the master records in your management system. When a supplier sends an updated price list, the system automatically compares price changes and flags significant differences.
Data Alchemy uses a transparent pay-per-use pricing model with no monthly subscriptions or licensing fees. IDP software pricing starts at €0.50 per processed document for companies handling up to 10,000 documents/year, with progressive discounts down to €0.35 per document for volumes exceeding 200,000 documents/year. The one-time initial setup includes ERP integration with SAP, Zucchetti, or TeamSystem, configuration, and operator training.
No. Data Alchemy does not eliminate jobs — it transforms how people work. It frees staff from repetitive data entry tasks, allowing them to focus on higher-value activities such as analysis, quality control, and client and supplier relationship management. Companies that adopt it typically reallocate resources toward strategic initiatives.

Want to automate your department's documents?

Book a free demo and discover how much you can save.

Customer Order and Price List Automation with AI | IDP Sales Office Software