Order Management Automation

Using a mix of machine learning and Natural Language Processing (NLP) technologies, Esker Synergy AI captures key order information from any order, whether structured XML or EDI documents, semi-structured PDF files or unstructured free-text email bodies, increasing recognition rate as the solution automatically learns.

Esker Synergy also verifies the extracted data against ERP reference data and detects potential quantity anomalies by leveraging historical data, ensuring orders are processed faster and with fewer errors.

Using AI-driven classification, orders received in the Customer Service shared inbox are automatically identified and categorized as either standard, change or return orders.

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Deliver a B2C-style shopping journey for your B2B customers, featuring an intuitive ecommerce portal. From order placing to real-time updates on order status and carrier shipment, customers enjoy complete transparency.

For customers that need to place orders from their procurement application, the ecommerce catalog can be accessed using the punchout integration standard. Both customers and sales reps acting on behalf of their customers can place and track their orders through the Esker Anywhere™ mobile app, enjoying the convenience of managing tasks from their mobile device while on the go.

Bring new levels of efficiency when onboarding and maintaining EDI customers. Centralize all orders in one location, ensure global order visibility and appy the same business rules across all formats and channels. Easily onboard new EDI customers or complement an existing EDI infrastructure thanks to a human-readable version of the order. As a results, CSRs can manage EDI orders in full autonomy on the same platform as the non-EDI orders.

Reduce the time spent managing EDI exceptions, clarify orders directly with customers via tracked email conversations and benefit from machine learning technologies that automatically improve automation rates over time.

Thanks to its Connectivity Suite, Esker supports any ERP when automating the order management process. The solution includes built-in connectors for SAP^® and Oracle^® EBS, featuring live connection via web services to check prices and availability before creating the orders in the ERP. The integration also allows your suppliers to deliver order confirmations and ship notices back from the ERP to customers.

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Clarify orders before fulfilling them via tracked conversations directly on the order. Collaborate with both your customers and co-workers via email or chat conversations initiated from the platform. Keep track of the entire conversation history associated with each order, promoting a customer-centric approach to communication.