Sales & Order Management

Orders processed.
Revenue accelerated.

50%+
Faster processing*
80-95%
Less manual entry*
<1 min
Per order
* Industry benchmarks for B2B order automation
📦
James
AI Order Processor
Processing orders
Live: Order PO-2024-4521
📧
Email
PO #4521
📋
Order
Extracted
ERP
Created
Order created
PO-2024-4521 → SO-8842
Just now
Quote sent
RFQ-892 → €12,450
2 min ago
Invoice matched
INV-4418 ↔ PO-4418
5 min ago
Sound familiar?

Why sales ops teams are overwhelmed

⌨️
10-20 min
per order*

Manual order entry

Orders arrive via email, portal, and phone in different formats. Staff retype everything into the ERP.

📝
35-50%
deals to first responder*

Quote bottlenecks

RFQs pile up. Creating quotes requires checking prices, stock, and customer terms across systems.

🔍
1-4%
error rate*

Data entry errors

Manual entry leads to mistakes. Wrong quantities, prices, or addresses cause costly corrections.

⏱️
24-48 hrs
typical RFQ deadline*

Slow responses

Customers wait for order confirmations and quote responses. Delays cost deals.

* Industry benchmarks for B2B order processing and RFQ management
What James handles

From order to invoice, automated

01
📦

Order Processing

Email to ERP, automatically

James reads incoming orders from any channel — email, PDF, Excel, portal. He extracts line items, validates products against your catalog, checks stock, and creates sales orders in your ERP. No manual data entry.

Multi-format intakeProduct matchingStock validationAuto order creation
Email/PDF
Extract
Validate
ERP
02
📋

RFQ & Quotation

Fast, accurate quotes

Quote requests are analyzed automatically. James looks up customer pricing, checks availability, calculates totals, and drafts quotes for review — or sends them directly for standard requests.

Price lookupAvailability checkCustomer termsAuto-response
RFQ
Analyze
Price
Quote
03
🔗

Order-to-Invoice Matching

Three-way document matching

James matches purchase orders with sales orders, delivery notes, and invoices. Discrepancies are flagged, perfect matches flow through. No more manual reconciliation spreadsheets.

PO-SO matchingDelivery validationInvoice reconciliationException handling
PO
SO
Delivery
Invoice
04
💬

Customer Communication

Proactive updates

Order confirmations, shipping updates, and invoice reminders sent automatically. Customers stay informed without your team lifting a finger.

Order confirmationsStatus updatesDelivery notificationsPayment reminders
Event
Template
Send
Track
Case Study

Maritime supplier automates order processing with James

A Dutch maritime supplier processes 100+ orders daily via email, webshop, and Bol.com. Orders arrive in inconsistent formats with industry-specific terms and abbreviations. James reads all formats, matches products from a 10,000+ item catalog, and creates orders in Odoo — handling 100% of orders regardless of complexity.

Results based on actual client implementation

50%+
Faster processing
100%
Orders handled
10K+
Product catalog
0
Manual entry
Intelligent Data Processing
Reads all order types and formats, creates smart orders
Product Matching
Matches items from 10,000+ catalog using customer descriptions
Guardrails & Validation
Human approval at crucial moments in the process
ERP Integration
Pulls data from Outlook and Odoo for informed decisions
Integrations

Connects with your ERP and sales channels

SAP
SAP
Exact
Exact
AFAS
AFAS
Odoo
Odoo
Microsoft 365
Microsoft 365
Bol.com
Bol.com

Ready to automate your orders?

See how James can process orders while your team focuses on customers.

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