FrontFlow Sales Order
by FrontFlow
AI powered automation that creates sales orders in dynamics from customer orders.
Overview
FrontFlow Sales Order is a powerful automation solution designed to streamline the management of incoming customer orders directly within Microsoft Dynamics 365 Business Central and Finance & Operations. By automating the flow from incoming email to created sales order, FrontFlow Sales Order eliminates manual data entry, reduces lead times, and ensures high data quality.
The solution combines intelligent email handling with advanced document intelligence to capture, classify, and extract data from pdfs, excel files, and email text. It validates this data against your ERP data—matching customer cards and items before creating an order and sending a confirmation to the customer or parking it ready for final approval, depending on the customer-specific settings you choose.
Key Features
Smart Email Management: automatically monitors your inbox or specific folders to capture customer orders. The system intelligently filters out irrelevant emails and classifies valid orders for processing.
Multi-Format Data Extraction: FrontFlow handles multiple file types within the same email, including PDF, XLSX, XLS, CSV, and XML, as well as extracting relevant text directly from the email body.
Intelligent Matching Logic: the solution automatically matches incoming data to the correct customer card and item records in your ERP. It utilizes logic such as intelligent search, address matching, and supplier item number cross-referencing to ensure accuracy.
Automated Validation & Deviation Handling: before an order is finalized, the system checks for duplicates and validates stock levels. Discrepancies generate clear warnings so users only need to manage deviations.
Parked Order Workflow: activated by the customer-specific settings, orders are created and "parked" in the ERP system initially. This ensures that the data in the FrontFlow Sales Order interface matches your ERP exactly, allowing for safe review and modification before the order is placed.
Benefits
Eliminate Manual Entry: drastically reduce the time spent manually typing orders, to only checking deviations allowing your sales and customer service teams to focus on value-adding tasks.
Improved Accuracy: minimize human errors in pricing, item numbers, and delivery addresses through automated validation and matching against ERP data.
Full Process Visibility: gain a clear overview of all incoming orders, their status (under handling, manual handling, or completed), and any deviations that require attention.
Scalability: whether managing complex split orders or high volumes of standard requests, settings can be configured at both a system-wide and customer-specific level to match your specific workflows.
Pricing
FrontFlow Sales Order is available on a subscription basis. Pricing is tailored to your organization's needs and transaction volumes. For detailed pricing tiers and licensing information for Dynamics 365 Business Central or Finance & Operations, please contact us directly.
Getting Started
FrontFlow Sales Order is designed to integrate seamlessly with your existing Microsoft Dynamics 365 environment. To get started and see a demo of the solution or to discuss how FrontFlow Sales Order can fit your specific industry requirements, please contact us or visit www.frontflow.com.
