Turning Emailed Orders into Automated Workflows with MuleSoft IDP
A global manufacturer partnered with Acquis to automate sales order processing using MuleSoft Intelligent Document Processing (IDP). The solution eliminates manual data entry for most incoming orders, reducing processing time and improving accuracy while allowing sales administrators to focus on exceptions instead of routine order entry.
Eliminating manual order entry at scale
The manufacturer receives sales orders through multiple channels. Orders submitted through standardized methods flow directly into the company's ERP, but emailed orders arrive in a range of formats that create a manual processing bottleneck.
Although Salesforce captures each emailed order as a case with an attached document, sales administrators must review every file and manually enter the order details into the ERP.
This repetitive process consumes valuable time and creates opportunities for transcription errors.
Automating order capture with MuleSoft IDP
Acquis partnered with the company to implement MuleSoft Intelligent Document Processing (IDP), creating an automated workflow that captures order information directly from emailed documents and transfers it into the ERP.
When an order arrives in Salesforce, MuleSoft IDP reads the attached file, extracts key order information, and maps it to the appropriate fields in the ERP. The platform assigns a confidence score to each extracted value and automatically processes orders that meet predefined thresholds. When confidence falls below a threshold, MuleSoft IDP routes only the flagged fields to a review queue, allowing sales administrators to validate the information before the ERP creates the order.
Faster processing with fewer manual touchpoints
By automating the flow of order data from Salesforce into the ERP, the manufacturer replaced a labor-intensive process with one that requires little or no human intervention. Sales administrators now spend their time reviewing exceptions rather than re-entering information already present in customer order documents, improving both productivity and data quality.
The result is a faster, more reliable order process. Automating capture reduces transcription errors and provides the manufacturer with a foundation for onboarding additional customers into an automated order management process.
Do more with Salesforce
Connect with Acquis to learn how MuleSoft IDP + Salesforce can transform your processes