Order Management Automation

Process orders faster. Serve customers better.

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Why automate order management with Esker?

Order management bottlenecks pose a serious threat to productivity, customer experience and your company’s overall success. Fortunately, Esker’s AI-driven automated order management solutions enables users to digitally process and track any order, in any channel or format, through one intuitive cloud-based interface.

  • Faster order fulfillment

    AI technology optimizes staff productivity while ensuring the right order gets to the right customer at the right time.

  • Data-driven decision making

    Overseeing order management is easy thanks to real-time access to KPIs, performance trends, items analytics and more.

  • Improved customer experience

    Be the company customers trust — one that’s transparent & proactive, meets SLAs, and offers self-service tools.


“Order entry isn’t the majority of what our CSS team does, but it affects their ability to be as proactive as they want to be with our customers. Automation has really helped free them up to do that.”

Mike Carney, Manager of North American Customer Service at H.B. Fuller

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Tools to fuel your digital transformation

Esker’s no stranger to the automated order management game. In fact, we’ve been leading the way for decades, providing our customers with innovative and intuitive tools to fuel digital transformation and positive-sum growth such as:

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.

Instant access to powerful analytics

You can’t improve what you can’t measure. Thanks to Esker’s customizable dashboards, customer service and supply chain leaders are always in the loop — even while on the go — thanks to powerful analytics never more than a click away.

Compliance concerns? Esker has you covered. A full audit trail of every touch point within order management is retained so that full transparency and accountability is ensured during the process of checks and validations.

Revitalize your team & strategies

Esker automated Order Management software allows you to take the next step toward digital optimization — transitioning from a data entry focus to one of real, actual customer service. By freeing up time for upselling, relationship-building and other value-added activities, your business benefits from the:

  • Elimination of order backlogs from one day to the next
  • Free up time for upselling and more strategic activities
  • Opportunity to provide meaningful work and career-pathing opportunities
  • Ability to attract and retain more Millennial and Gen Z workers

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See what our customers say on Gartner Peer Insights

Frequently asked questions

We’ve compiled answers to some of the most commonly asked questions about Esker’s automated Order Management solutions. Have a question you can’t find the answer to? Reach out by clicking the “Get in Touch” button below.

How does Order Management solutions increase employee productivity?

Traditional order management often involves CSRs spending their time on manual tasks (e.g., entering order data into the ERP, tracking down orders, printing and collecting documents, etc.). Not with Esker. Our AI-driven solution takes care of all those repetitive, low-value admin activities so that CSRs and other team members are free to focus on cross-selling, upselling, problem solving, customer relationship building, etc.

What advantages will I see with Order Management solutions?

Following implementation, users can expect to see a number of transformational benefits. From an operational standpoint, this often translates to faster order processing times, cost savings, simplified IT environment, and enhanced visibility and control over orders (just to name a few). For your customers and staff, it can mean greater collaboration and overall satisfaction. Lastly, for business, Order Processing ultimately can lead to more business opportunities, expansion into new markets, and strengthened global security and compliance.

Does automated order management software integrate with all ERPs?

Yes! To date, Esker has over 70 unique ERP or home-grown solutions. Our ERP connectivity suite can automate a variety of complex business processes across different departments.

Does order management solutions replace my ERP system?

No! Order Management solutions are not designed to replace ERPs; rather, the solution works alongside whatever system or systems currently in place to fill in the manual gaps most conventional ERPs can’t handle. This helps orders get processed faster and more accurately, while also helping your company maximize its ERP investment.

You’re in good company. Explore some of the other companies and AP leaders that have benefited from automating their processes with Esker.
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