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B2B Order Management Software

An AI-powered B2B order management software solution, Esker Order Management is built for complex order environments—from email and EDI to portals, punchout, mobile and ERP-connected workflows. It helps Customer Service teams automate customer order management, improve order accuracy and gain more control, visibility and flexibility across the full order lifecycle.

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FROM MANUAL ORDER PROCESSING TO AI-POWERED CONTROL

Why modernize customer order management?

When customer orders and purchase orders are handled through email inboxes, disconnected sales channels and manual ERP order entry, Customer Service teams face slower order processing, more human error and less control over order data. Esker helps manufacturers and distributors replace manual processes with automated workflows that improve speed, accuracy and visibility as order volume grows.

  • Slow order cycles & missed SLAs

    Manual entry, fragmented workflows and order peaks make it difficult to process orders quickly and consistently.

  • High error rates

    Rekeying order data and validating products, pricing and quantities manually increase the risk of avoidable errors and rework.

  • Limited visibility across orders & exceptions

    When orders are spread across inboxes, portals and multiple formats, it becomes harder to track status, manage issues and improve performance.

  • High cost-to-serve for Customer Service teams

    Too much time is spent on repetitive, low-value order tasks instead of higher-value customer interactions.

The impact of order automation


 

92% less manual entryAI-powered capture and validation reduce repetitive order entry across channels.

5x faster order processingAutomated workflows accelerate order cycles and support more consistent order fulfillment.

3x fewer order entry errorsERP-connected validation helps catch issues before orders are posted.

FROM ORDER RECEIPT TO ERP PROCESSING

How Esker’s order processing software works

Esker Order Management is a single-platform, cloud-based order management system built for the daily workflows of Customer Service teams. It helps capture, validate and process customer orders across sales channels while improving speed, order accuracy and control without adding complexity.

  • 01

    Order triage & omnichannel intake

    Capture orders from email, EDI, portals, e-commerce, punchout and mobile channels in one workflow, with AI identifying orders in incoming flows and routing them to the right queue or team.

  • 02

    AI extraction & ERP validation

    Use AI to extract order data at header and line level, then verify it against ERP information such as products, pricing, quantities and delivery details.

  • 03

    Exception resolution & touchless processing

    Automatically flag discrepancies, route them to the right person and enable faster resolution through tracked conversations — while allowing eligible orders to move through touchless processing.

  • 04

    ERP posting, confirmations & visibility

    Create validated orders in the ERP automatically, archive the source document and keep customers informed with order confirmations and shipment notices.

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