Empowering Sales Orders with Intelligent Order Automation

Members only Use Cases Repository
, , , , , , , ,
1

Empowering Sales Orders with Intelligent Order Automation

Use Case Description

A leading supplier of architectural hardware products, struggled with manually creating sales orders in Oracle Netsuite from incoming purchase orders via Zendesk. These orders, received in various file formats (PDF, XLSX, CSV, and ticket body text) from multiple customers, made the process slow, error-prone, and inefficient. Due to the high volume of orders, the client sought to automate the process to improve speed, accuracy, and reduce manual effort.

AS-IS WORKFLOW, TO-BE WORKFLOW

Tobeflow1.jpg
Tobeflow1.jpg1310×674 114 KB

Other information about the use case

Industry categories for this use case: Customer Service, Manufacturing, Marketing Sales

Skill level required: Advanced

UiPath Products that were used: UiPath Studio, UiPath Action Center, UiPath AI Center, UiPath Document Understanding, UiPath Orchestrator

Other applications that were used: Zendesk, Oracle NetSuite, SharePoint, Excel, Outlook, Github

Other resources: -

What is the top ROI driver for this use case?: Accelerate growth and operational efficiency