Invoicing

R1.00

Platform sales, e-commerce and bespoke, require human scrutiny before sales orders are invoiced. This bot automates this process.

Description

Case for Automation

Platform sales, e-commerce and bespoke, require human scrutiny before sales orders are invoiced.

Bot Activities

  1. Sale is sent via mail, or a network location, for the bot to ingest
  2. Bot automatically opens order details and creates a sales order and invoice on ERP
  3. Sends ERP document to required recipient
  4. Edge case rules cater for custom invoicing or workflow requirements

Automated software

 

ERP

Email