ICAEW Annual Conference 2024 Recap
Last week, we had the privilege of being a key partner at the ICAEW Annual Conference 2024 in London—an event
Build business applications with no coding knowledge
Save time & say goodbye to manual, repetitive tasks
Standardise & automate your business processes
Remove repetitive tasks from your team’s to-do list with UniFi Automation software
Automate accounting processes with ease
Centralise data from multiple systems via API
Retrieve, visualise, analyse & report on data
Cloud-based work OS for desktop & mobile
Attach documents to workflows & automate distribution
Two-way Excel integration reduces manual data re-keying
Full users get access to all current & new applications
ML services can be easily added to your applications, allowing you to benefit from Artificial Intelligence
Easily apply AI services to any field in your applications to imitate human behaviour
Automate Repetitive Tasks and Boost Productivity Across Your Organisation
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Last week, we had the privilege of being a key partner at the ICAEW Annual Conference 2024 in London—an event
Artificial Intelligence (AI) has become a buzzword across industries, promising revolutionary changes and enhanced efficiencies. However, as the allure of
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.
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.
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 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.
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!
Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
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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
Enter your details below to get a free demonstration of UniFi and see how you can automate and streamline your processes.
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