Features

Sales Order capture.  Flexibility to capture Sales Orders through multiple input channels including email, upload, and scanning.

Validation/Verification.  After automated extraction, Sales Orders are available for data validation with Back-end Order Fulfillment and ERP systems.

Approval Workflows.  Solution uses the native process orchestration features of Kofax TotalAgility to automate workflows (customizable based on customer-specific requirements) and drive processing efficiencies.


Benefits

This intelligent automation solution framework for Sales Order Processing on the Kofax Platform significantly reduces the time-to-value for accounting and customer service departments. 

- Pre-built components and KTA solution framework will make for a faster deployment

- Configured to extract specific Sales Order fields from an unlimited number of layouts

- Extensible and flexible; made to be extended or customized for each individual customer

- Made to be integrated with back end ERP, accounting, and customer service/sales systems

- Detailed Analytics provide full visibility into Sales Order operations, performance, issues, etc


Resources

For additional resources, process maps, documentation, and live demonstrations of the Sales Order Processing solution and related modules, please contact sales@imagetechsys.com.  ImageTech is a 25-year top Kofax Partner with extensive RPA/KTA design & implementation experience.

Inputs

Sales Orders can be ingested via any/all of the multi-channel capture capabilities of Kofax TotalAgility, including email, fax, FOIP, Folder, scanners (for hard-copy Sales Orders) and more. 


Outputs

Sales Order images can be exported to one or more locations, either directly into an archive/ECM system or to a location designated for pickup (like a folder system).  Extracted data can be made available in xml format or other similar fashion.


Geographic Availability

Worldwide