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Automated Sales Order Creation in Acumatica Using AI

ABOUT THE CLIENT

A mid-sized distribution company faced mounting operational hurdles processing hundreds of daily customer orders received via email and PDF attachments. Their sales support team was bogged down by manual data entry, frequent mistakes and long turnaround times, all hindering both efficiency and customer satisfaction.

CHALLENGES

Manual Entry

Manually open, interpret, and retype order details from emails and PDFs.

Format Inconsistency

Handle inconsistent order formats—attachments, email body text, and scanned documents.

Repetitive Work

Spend several hours every day on repetitive, error-prone data entry.

Slow Fulfilment

Slowed order fulfilment and delayed acknowledgements.

Input Errors

Input errors such as SKU mismatches, incorrect quantities, and addresses.

Lost Focus

Lost opportunity for sales staff to focus on higher value work.

Scalability

Scalability issues as order volumes grew.

SOLUTION

OCR-Driven Sales Order Automation

ZingWorks implemented a robust automation system integrating AI, OCR and Acumatica’s REST APIs to transform the sales order process.

Intelligent Data Capture

AI and OCR engines scan customer emails, PDFs and scans- regardless of format and accurately extract all relevant order information.

Business Rule Mapping

AI parses and maps extracted data (product, quantity, delivery info, customer details) directly to Acumatica’s sales order fields, ensuring compatibility and accuracy.

Seamless ERP Integration

Parsed orders are automatically validated and pushed to Acumatica in real-time using REST API integrations, no manual steps required.

Real-Time Process Flow

The system monitors a dedicated inbox, processes new orders instantly and provides order acknowledgments to customers without human intervention.

BUSINESS IMPACT

Time Savings

Order entry time reduced from hours to minutes, freeing sales staff for strategic work.

Increased Accuracy

Over 90% reduction in manual data errors.

Scalability

Handles spikes in order volume effortlessly; no need to hire additional staff.

Faster Fulfilment

Customers receive acknowledgments and order processing updates much faster.

Resource Optimisation

Sales teams focus on relationship management and growth instead of order entry.

TOOLS & TECHNOLOGIES USED

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Client
Testimonials

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ZingWorks LLP delivered exceptional results, generating additional revenue while maintaining excellent communication across time zones.

Executive, Mambo Media, Inc

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ZingWorks successfully integrated solutions into one of the largest LMSs in the US, exceeding our goals with their innovative approach.

Karen Evans

Executive Director, Black Women Playwrights' Group

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ZingWorks LLP automated our distribution process, increasing fill rate by 10% and truck utilization by 3% with their tailor-made solutions.

Sreerangarajan Srinivasan

Head of Logistics & Customer Service, Nivea India Pvt Ltd

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ZingWorks LLP successfully deployed the app's features with seamless implementation and outstanding communication.

Nitesh Kumawat

CTO, Teevra Edutech Private Limited

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ZingWorks LLP delivered on time and within budget, with a customer-centric approach that made all the difference.

Nitin Kulkarni

Director, Edgelytics Solutions Pvt Ltd

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ZingWorks LLP delivered the project on time with excellent communication and seamless management.

Anonymous

VP, Radionome

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