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Sales Order Automation

Generate Accurate Sales Orders and Deliver Goods and Services on Time

The UniFi platform gives you extensive features for limitless use cases. These features enable you to automate Sales Orders and replace your Sales Order software.

Not only can UniFi replace your Sales Order Software, but it can also replace all other 3rd party software. Reducing your need to manage multiple disparate systems and helping reduce your costs. It’s one platform to replace them all.

Efficiently create, send, and manage sales orders in one place with an integrated sales order automation app that can automate the entire process from request to delivery. Deliver a seamless customer experience with real-time updates on the status of each order. 

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Don’t want to use our foundation app? UniFi allows you to create a custom app for sales order automation with specific fields, forms, and workflows to fit your unique business needs. The app can be configured to have as many or as few steps as you need.  

This works in tandem with the integration and middleware engine so that data from the sales order app can be automatically populated into other systems such as your accounting system. 

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How does it work?

UniFi lets you quickly create sales orders based on data that is securely stored in the system. 

It can convert existing quotations into orders, pulling data from the quotation into the order automatically. 

It can also generate new sales orders from scratch with just a few clicks using reference data within UniFi or data stored in your other business systems (accounting, ERP, CRM, pricing, etc). 

UniFi eliminates the need for manual re-entry of orders, saves you from long processing times and makes the entire process smoother and more efficient. 

Once you’ve created a sales order, you can easily track its progress from start to finish. You’ll always know what’s been delivered and what still needs to be delivered. You can also add notes and documents to each sales order so you can keep track of all the details.  

If there are any changes to the sales order, you can easily update the information and UniFi will automatically distribute the updated sales order according to how you’ve configured the workflow. 

UniFi can be integrated with your accounting system so that the order is automatically processed, and all the relevant financial details are update.

Autonomous Processes

Autonomous processes mimic the activities of human users so you can streamline operations, reduce manual tasks, and enhance productivity – all in the background without human input. They are fulfilled by bots that can imitate and perform routine actions that normally take a chunk of your team’s valuable time.

UniFi currently has 8 Autonomous Processes:

UniFi automates transaction creation by monitoring emails, extracting key data from attachments using OCR and AI, and seamlessly progressing transactions through workflows for faster, more efficient processing.

UniFi leverages Machine Learning and Generative AI (powered by ChatGPT) to enhance OCR and Autonomous Data Capture, enabling accurate extraction and interpretation of data from various document types, such as invoices, identity documents, forms, and tables. These AI services ensure seamless form population, with machine learning recognising key fields and generative AI providing contextual understanding for financial and HR-related documents, driving continuous automation improvements.

The Scheduler automates transactions at predefined times with preset fields, ensuring consistency, reducing manual effort, and streamlining routine financial processes.

Connect Hub offers pre-integrated autonomous APIs for UniFi, enabling seamless connections to services like Companies House, eCommerce platforms, and travel booking systems, simplifying processes like KYC, procurement, and automated bookings without technical setup.

Robotic Process Automation (RPA), automates repetitive tasks like invoice matching and automated ordering, enhancing efficiency, consistency, and freeing up time for higher-value work.

Generative AI, extends beyond OCR to automate tasks like invoice coding and document authenticity analysis, streamlining workflows, reducing errors, and enhancing compliance.

Integration bots for each inbound UniFi API connection automate interactions with external systems, enabling seamless transaction updates, data syncing, and real-time workflow automation.

 Webhooks in UniFi enable unauthenticated, one-way data transmission for immediate execution, ideal for non-critical processes like real-time notifications where response verification isn’t required.

Find out more about our Autonomous Processes here.

The use case, Sales Orders, on this page can be turned into and autonomous process and completed by a bot. However, it’s important to note that autonomous processes offer incredible flexibility and can be adapted to any use case you can imagine. The below table showcases some of the current ways users are leveraging bots, but these are just a few examples. The possibilities are virtually limitless and constrained only by your creativity.

Autonomous Process Use Cases

Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
  • Key Benefits
  • Replace your Sales Order software with a platform that has multiple use cases. Saving you time and money
  • Quicker and more efficient order processing
  • Real-time tracking of sales orders
  • Reduced rekeying of information
  • Key Capabilities
  • Drag-and-drop interface
  • Automatic pricing
  • Ability to add discounts, taxes, and other charges
  • Quotation editing
  • Quotation duplication
  • Sales forecasting
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Other Sales (O2C) Use Cases

If you have a unique requirement or use case that’s not listed on this page, it’s highly likely that it’s creatable or configurable in UniFi, please speak to our team and we’ll be happy to discuss your options

UniFi Features

No-code Application Builder

Business Process Management

Automation

Accounting Automation

Middleware & Integration

Excel Add-in

Work OS

Workflow Creator

Business Intelligence

Pre-installed Foundation Apps

Artificial Intelligence

OCR/Autonomous Data Capture

Autonomous Processes

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