Sales Order Processing

Reducing process complexity with Intelligent Process Automation (IPA)

Customer Sales orders are critical to both the sustainability and growth of any business. However, manual Sales Order Processing (SOP) can be time-consuming, error-prone and lead to fulfilment delays, potentially hindering delivery lead times ultimately leading to poor customer satisfaction and stunting growth.

Within Sales Order Processing a high level of automation can be achieved  through the use of inSTREAM™’s IPA, delivering a smarter, more efficient process, improving processing time and reducing cost.

Key Solution Features:

  • Intelligent automatic data extraction, validation and enrichment

  • Header, footer and line item data extraction

  • Continual process automation with Machine Learning AI algorithms

  • Automatic emails to customers with any queries

  • Seamless integration and automatic export to ERP, Finance systems and Order systems including Sage, SAP, Oracle, Microsoft Dynamics and many more

  • Duplicate checks and error minimisation

  • Multiple currencies and languages

  • Pricing, PO and customer validation

  • Anomalies and exceptions sent for human validation

  • Secure document archive for instant access and compliance

  • Real-time visibility through online dashboards and self serve MI reports

  • User-friendly application designed for multi-site and remote working


reduction in manual effort involved in processing sales orders

Customers who have applied inSTREAM to their Sales Order processes have achieved:

Manual effort reduced by 56%

Processing time reduced by 87%

Errors eliminated

Improved customer service

Sales Order Automation in Action

inSTREAM Sales Order Processing

Capture data, validate and enrich

inSTREAM is able to process all sales orders received by businesses regardless of how they are received including paper (post), email and attachments, fax and EDI.  It is able to read and process all formats, structured, semi -structured and unstructured ensuring all sales orders you receive follow a single process through inSTREAM.

inSTREAM’s Intelligent Process Automation (IPA) solution negates time-consuming manual data extraction of both customer information and line item information including product description, product code, quantities and price from sales orders.

Once inSTREAM has extracted the data it is able to carry out further tasks to validate data including (but not limited to):

  • Verification of customer details 

  • Matching line order details against product lists

  • External compliance

  • Checks and measures including duplication, date validation, values add up to totals etc.

  • Credit checks
  • Check account status (on-hold)
  • Aggregate ‘same product’ orders
  • Map product code variants
  • Delivery date extraction and calculation
  • Stock checks
  • Handle / recognise re-ordering
Sales Order Data Indexing
Human in the Loop

Human in the Loop

As an AI platform inSTREAM requires human interaction to learn.  Through a user friendly interface inSTREAM collaborates with the order processing teams who teach it where to find key information, such as pricing, product codes and details, and customer information. inSTREAM learns from every sales order it processes, therefore as the volume of orders processed increases, its confidence and accuracy improve and the amount of interaction needed with humans decreases, enabling employees to focus on the complex, value-based tasks. 

Reporting & Dashboards

inSTREAM Reports

inSTREAM’s dashboards and reports provide organisations with visibility of processes and people enabling monitoring of costs, quality, capacity and productivity leading to greater control. inSTREAM provides analytics and insights into:

  • Data audit trails

  • Process insights

  • Performance analytics

All information is kept within a secure environment, with appropriate access granted. InSTREAM provides organisations with a simple and powerful way to bring together documents into a secure repository and create reports for management information.

Data Security

Full visibility of processes enables organisations to be fully GDPR compliant. Celaton is an ISO 27001:2013 certified organisation ensuring your data is protected. Celaton is certified as compliant with ISO 27001:2013 which is globally recognized as the premier information security management system (ISMS) standard. Celaton achieved certification by developing and implementing a comprehensive Information Security Management System (ISMS).


inSTREAM has a wide variety of integration capabilities to ensure that all information is validated, verified and delivered to business compliant systems. Some examples include:
Sage Logo
SAP logo
Oracle Logo
Xero Logo
Agresso Logo
aptos logo
Ariba Logo
Excequer Logo
IM DB2 Logo
JD Edwards Logo
Proactis Logo
Lawson Logo
Microsoft Dynamics
SAP S/4 Hana Logo
Service Now Logo
Tungsten Logo

Celaton also delivers trusted Intelligent Process Automation solutions for Accounts Payable, Customer Correspondence handling and Delay Repay for train operators.

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