Automation for Sales Notification Process
10xDS delivered an automated solution for processing Invoices, Purchase Orders and Receipt Vouchers for a leading brand providing specialized services to Oil and Gas companies in the Middle East. Automating this process allowed efficient downstream processing of these documents.
Business Challenges
Manually retrieving documents from the ERP system requires employees to navigate through various menus and interfaces, which is time-consuming. Documents may get overlooked or sent to the wrong recipients, leading to miscommunication or delays in processing.
How 10xDS Helped
Designed and implemented an RPA solution where the BOT systematically monitors the ERP system at scheduled intervals to detect new invoices, purchase orders, and receipt vouchers. It downloads the documents, identifies the concerned personnel based on the document details, and sends them as required. Additionally, the BOT saves the documents in a designated folder for easy access and retrieval. This solution enhanced accuracy by reducing human intervention, improved document handling efficiency, and ensured timely notifications to mitigate delays.
