Why Automate Sales Order Processing with Esker?
Sales order processing is tied to customer experience as well as your company’s O2C success. Any loose ends and the whole thing can unravel. That’s where Esker comes in. Our automated order processing system uses AI and RPA technology to address the most manual areas of order taking through a centralized, cloud-based platform.
- Process Orders FasterAutomation technology frees up CSR team members to be more productive while eliminating costly order processing bottlenecks.
- Make Decisions Using AnalyticsInstant access to KPIs, performance trends & items analytics empowers users to make decisions with greater speed, clarity & strategy.
- Improve Key RelationshipsWhether it’s consistently meeting SLAs or offering self-service tools, Esker helps companies strengthen their customers’ trust.

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Esker’s no stranger to the automated order processing game. In fact, we’ve been leading the way for decades, providing our customers with innovative and intuitive tools such as:
- ORDER TRIAGE
Triage orders from customer emails received in the customer service shared inbox, using AI-powered classification and routing.
- AI & RPA TECHNOLOGY
Esker’s solution is powered by AI and RPA technology that optimizes data recognition and verification, while eliminating bottlenecks such as manual data entry, pulling orders from customer portals and more.
- WEB & MOBILE ORDERING
Enable your customers to easily place and track orders directly or from their e-procurement application thanks to Esker’s convenient e-commerce website. The Esker Anywhere™ mobile app also lets your customers and sales teams perform these tasks while on the go.
- EDI ORDER PROCESSING
Elevate EDI from the technical to the business level by bringing visibility and flexibility to the entire process, enabling teams to manage exceptions without IT and simplify the onboarding process.
- ERP INTEGRATION
Using live connection via web services, check prices/availability when automating order creation in the ERP and deliver confirmations and ship notices back from the ERP to customers. Esker supports any ERP and has standard connectors for SAP® and Oracle® EBS.
- COLLABORATION & COMMUNICATION
Esker allows CSRs to clarify orders before fulfilling them via tracked conversations directly on the order that can include employees in sales, logistics or credit departments, as well as directly with customers.
Critical metrics have nowhere to hide
Automation rates. Processing times. SLA compliance. Ever wonder what metrics you’re missing out on? With Esker’s intelligent dashboards, every user — even those on the go — can access pertinent order information at the click of a button.
For compliance purposes, Esker also keeps a complete audit trail of every sales order processing touch point, shedding light into who did what, when and where so users always know that the proper checks and validations took place.
Equip your customer service team with the tools to shine
Customer service can be a stressful, thankless department. Be the hero your team (and customers) need with Esker’s Order Processing solution. With an easy-to-use interface, customizable dashboards and self-service portal, customer service leaders can:
- Eliminate backlogs from one day to the next
- Expedite CSR productivity via automatic verifications
- Allow CSRs to quickly and easily handle claims management
- Free up time for upselling and more strategic activities
- Create a happier, more fulfilling team environment
Elevate your EDI performance.
In theory, EDI order processing should be perfect — it isn’t. The lack of visibility, the limited process flexibility and the headaches caused by exceptions are all-too common.
Esker fixes these issues by centralising all orders, including EDI, in a single location, ensuring full visibility over the orders and improving processing through machine-learning technologies that can automatically correct obsolete part numbers or detect unusual quantities. By turning a machine-readable order into a human-readable version, CSRs no longer need IT support to simply understand an order or resolve an issue.
- Apply the same business rules to all orders
- Transform EDI flat files data into easy-to-read PDFs
- Eliminate the need for IT support
- Process IDoc, X12 and EDIFACT standard formats
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