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. Manually retrieving documents from the ERP system requires employees to navigate through various menus and interfaces was time-consuming and there were issues of documents getting overlooked. Wrong recipients receiving the documents lead to miscommunications and delays in processing. With the automated process, The BOT systematically monitors the ERP system at scheduled intervals to detect new invoices, purchase orders, and receipt vouchers. It further downloads the documents, identifies the concerned personnel based on the details provided in the document, and sends the documents, as required. BOT also saves the documents in a designated folder for easy access and retrieval. Automation enhanced the accuracy and efficiency of process.