Sales order automation
Prepare order data from email and documents for review before creating a sales order.
SAP Business One automation
Improve SAP Business One workflows by preparing incoming data, connecting surrounding systems, and keeping the review step clear before a transaction is created.

Problems we help solve
Order information arrives by email or document and must be typed into SAP Business One by hand.
The same customer, item, and order data must move between surrounding systems and SAP.
The process needs controls for duplicates, incomplete data, and exceptions before a transaction is created.
What this can include
Prepare order data from email and documents for review before creating a sales order.
Connect SAP to approved data sources and surrounding business systems through the suitable interface.
Design review, duplicate checks, monitoring, and exception handling around the operational workflow.
How we approach it
Collect the incoming email and supporting documents that contain the order information.
Extract the relevant fields and present them in a structured form for the operations team.
After the agreed checks, create or update the SAP Business One record and record exceptions for follow-up.
FAQ
Yes, when the available SAP interface, data requirements, and approval controls support the intended workflow. The integration is designed around the specific process.
Duplicate checks are part of the workflow design. The exact rule depends on the identifiers and process controls your team can rely on.
Let’s talk
Tell us what you need. We’ll help you find a starting point.