Contact Sales
Free Demo
Help
Login

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. 

Free Demo

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. 

Contact Sales

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.

UniFi Bots

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

UniFi currently has 5 bots:
This bot runs in the background. It automates complex, repetitive tasks traditionally performed by humans, reducing errors and freeing up time for more strategic activities.
This bot automates the extraction of data from incoming emails to create purchase invoice transactions, speeding up financial processes and reducing manual data entry
This bot enhances automation by providing AI-driven insights and context recognition, enabling advanced tasks like automatic expense categorisation to streamline accounting processes and minimise human error.
This bot automates routine and time-sensitive tasks by allowing you to set schedules across multiple UniFi apps, ensuring consistent and accurate workflow management.
Integrates seamlessly with external platforms, automating data flow and reducing manual intervention while enhancing accuracy and enabling real-time alerts, such as financial changes with the Companies House connector.

Find out more about our bots here.

The use case, Sales Orders, on this page can be completed by a bot. However, it’s important to note that UniFi bots 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!

Bots Use Cases

  • 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
Free Demo

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

Get Your Free Demo

Enter your details below to get a free demonstration of UniFi and see how you can automate and streamline your processes. 

Privacy Policy : We hate spam and promise to keep your email address safe

Top