Overview
No document is more important in your order process then the customer’s Purchase Order. Any order received from a customer must be handled with great care and visiblity at all levels is important to a stable and smooth fulfillment process. This workflow helps to improve that process by delivering automation around the capture of Accounts Receivable Purchase Orders. Purchase Orders can be imported from a source, such as email or hotfolder, then automatically extracted and stored in Square 9’s Business Essentials database structure, allowing you to have easy access to newly received Customer Purchase Orders.
Order Processing is the most important process in an organization, one that requires an attention to detail. Building a proper process around capturing and routing a customer’s purchase orders is paramount to ensure orders are billed, fulfilled and delivered.
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This workflow supports separation and reading of documents using Templates. Documents are expected to come into the workflow pre-separated, contain Square 9 Barcode Separators or leverage template separation such as knowing when to separation when a value changes, such as PO Number.
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