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Glossary

Sales order automation

Sales order automation is the conversion of an inbound customer order — usually an emailed PDF, spreadsheet or email body — into a sales order in the seller's ERP, without a person re-keying it.

It is sell-side. The document arrives from a customer who wants to buy something, and the output is a sales order in your system.

This is routinely confused with purchase order automation, which is buy-side: a company automating the purchase orders it issues to its own suppliers, usually as part of procurement or accounts payable. The two categories share vocabulary and almost no software.

The confusion is not academic. Searching for purchase order automation software returns procurement platforms, because that is what most searchers mean. A distributor looking to stop re-keying customer orders is looking for sales order automation or order entry automation.

Why it matters on an order desk

If you evaluate a procurement tool expecting it to process inbound customer orders, it will not fit and the reason will not be obvious for several calls.

Related terms

Accuracy snapshot

See what it does to your own purchase orders first.

Send 1525 redacted purchase orders. In 3–5 days you get back what matched, what did not, and why — with every extracted field shown beside the original page. No integration, no ERP access, no workflow change, and no charge.