ORDER PROCESSING AUTOMATION
Goodbye Data Entry. Hello Efficiency.

Sales Order Automation That Delivers a Superior Customer Experience
Sales order management is tied to order-to-cash (O2C) success. Any loose ends and the whole thing can unravel. That’s where Esker comes in. With our automated order processing system, users can address the most repetitive, low-value areas of order taking all through one secure, centralized, cloud-based platform.
- Customer Information ManagementBuild a framework for great customer experience where documents are accessed instantly & issues are addressed ASAP.
- Sales Order ManagementElevate your speed, accuracy, analytics & customer service team by taking low-value admin tasks out of order taking.
- Claims & Deductions ManagementTake the headaches out of entering claims & deductions via a convenient online form, auto-matching & root-cause analysis.

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WHY AUTOMATE WITH ESKER?
Esker’s no stranger to the automated order processing game. In fact, we’ve been leading the way for decades, providing our customers with the most innovative and intuitive tools to:
- Persona Block Title:Fulfill orders fasterPersona Block Text:
With Esker, every order received is an electronic transaction, regardless of how it arrives (fax, email, EDI, etc.). After our AI bots extract the correct data, it’s presented to your team in a quick and easy electronic format. Sure beats manual data entry, huh?
- Persona Block Title:Eliminate portal fatiguePersona Block Text:
Retrieving orders from portals can be a huge waste of time and resources — not with Esker. Our portal comes equipped with an RPA bot that automatically grabs a new order and pushes it into Esker’s solution. Voilà!
- Persona Block Title:See everything, improve anythingPersona Block Text:
From dashboard KPIs and items analytics to performance monitoring and mobile capabilities, Esker users have the luxury of tapping into a treasure trove of data anytime, anywhere in order to make every action smarter and more strategic.
- Persona Block Title:Become easy to do business withPersona Block Text:
Being an Esker user means being a company that’s trusted by your customers to meet SLAs. With every order processed electronically and critical data only a click away, your team is able to work smarter, not harder to preserve a solid reputation.
Customer Service Workbook
How Machine-Learning Solutions Drive Order Management Excellence

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Critical metrics have nowhere to hide.
Urgent orders. Number of orders needing to ship. Top-selling products. Performance of individual team members. 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.

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Let your customer service team shine.
Customer service can be a stressful, thankless department. Be the hero your team (and customers) need with Esker’s Order Management solution. With an easy-to-user 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
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Elevate your EDI performance.
In theory, EDI order processing should be perfect — it isn’t. Exceptions due to obsolete part numbers, inconsistent quantities and low visibility are all-too common. Esker fixes these issues by turning a machine-readable order into a human-readable version, allowing CSRs to handle EDI exceptions with the same business rules used for email or fax orders. Esker electronically processes orders using IDoc, X12 and EDIFACT standard formats by:
- Centralizing all orders (including EDI) in one location
- Applying the same business rules to all orders (including EDI)
- Transforming EDI flat file data into an easy-to-read PDF
- Eliminating the need for IT support
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