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ExFlow Sales Order software works together with ExFlow Data Capture to streamline and accelerate your workflows by eliminating manual data entry, reducing human errors, and enhancing efficiency by minimizing overall processing time.
Sinking in sales order quicksand? Bogged down by countless hours manually entering information, only to discover discrepancies later? The struggle is real and leads to inefficiencies and potential errors that negatively impact your business’s bottom line.
Get back on solid ground with ExFlow Sales Order, designed to automate and streamline your processing from start to finish. With our sales order automation software, you can say farewell to the tedium of manual data entry and get ready for a new era of efficiency, confidence, and accuracy.
With ExFlow’s sales order software, sales documents are imported and automatically transformed into full sales orders, complete with the original PDF attached for easy cross-checking.
Define specific conditions for incoming documents, and our sales order management software handles the rest. If requirements aren’t met, adjustments can be made directly within BC before processing.
Data capture extracts key details from customer documents and maps them to existing Business Central records, ensuring consistency and data integrity.
Customer purchase orders can be received directly into Business Central, creating a direct line from incoming requests to actionable orders.
When data inconsistencies occur, users are prompted to make quick, informed corrections before creating orders, reducing rework and delays.
Once conditions are met and data is validated, ExFlow automatically generates a sales order, saving valuable time and eliminating repetitive entry tasks.
When your organization receives a high volume of customer purchase orders, even small inefficiencies can compound into bigger issues, like:
ExFlow Sales Order eliminates these pain points by digitizing and structuring the entire process within your existing Dynamics 365 Business Central environment. It ensures incoming documents are processed quickly, accurately, and consistently, even when customers use varied formats or incomplete information.
For teams managing complex sales cycles or multiple document types, ExFlow automation ensures that nothing slips through the cracks, helping your company maintain service levels, respond faster, and operate with greater control and clarity.
Sales order management software begins by importing customer purchase order PDFs directly into Dynamics 365 Business Central. This ensures a consistent, secure entry point for all incoming orders, reducing reliance on email or manual uploads.
Using intelligent OCR and data mapping, the sales order management software reads key fields from the PDF, such as item numbers, quantities, and pricing, and compares them with existing records in Business Central. This ensures accuracy and highlights any mismatches for quick resolution.
Define specific conditions or approval thresholds for sales orders. The software checks whether incoming data meets your configured rules. If not, users are prompted to make quick edits within Business Central before final approval.
Once verified, the sales order software transforms the imported document into a complete sales order in Business Central. All key data is populated automatically, and the original PDF is attached for easy access, auditability, and long-term reference.
Approved sales orders are ready for processing. Each document is automatically archived and accessible within your sales order management software dashboard for future audits, customer inquiries, or reporting.
Automated Order Importation and Smart Validation
Seamless importation, matching, and validation of orders against predefined business rules
Engagement of Order Processing within Business Central
View, manage status, warehouse notification, and order release
Automated Order Creation
Reducing manual order entry time and eliminating time/transcription errors
Reporting and Analytics
Full status of order processing and order archive management
ExFlow’s sales order software provides full transparency into incoming orders, from document receipt to posting. Sales teams and finance have instant access to order status, customer details, and supporting documents, all in one place, enhancing control throughout the sales order processing software workflow.
Built inside Microsoft Dynamics 365 Business Central, ExFlow works natively with no third-party integrations or data syncing needed. This reduces implementation time, ensures real-time updates, and keeps all sales order software data securely within your existing ERP environment.
By eliminating manual entry and introducing automatic validation rules, the sales order processing software significantly reduces the risk of pricing discrepancies, product mismatches, and delivery mistakes. Orders are verified before posting, helping teams avoid costly corrections later.
With automated document import, data capture, and order creation, ExFlow speeds up sales order processing from days to minutes. Teams can respond to customer orders faster, reduce administrative workload, and keep fulfillment moving without bottlenecks.
Check our case studies and see how other clients leveled up their business with our help
We can now streamline one of our processes in ExFlow in such a way that our credit accountant, who used to spend an entire week each month on this task, now only sees the invoice when they approve the payment
Monica Kousgaard Franck
Finance Applications Specialist
There are a lot of competitor solutions these days, but the fact that ExFlow is built in, native to D365FO, and you don’t need to log out and go into another external system, really sealed the deal for us
Jason Green
D365 Finance and Operations Consultant
Our AP team is actually smaller now as a USD$50 million company, compared to when we were a USD$20 million company and ExFlow is a major contributor to that
Tom Carlson
Controller
ExFlow saves us a lot of time. When a colleague resigned, there was no issue handling the extra AP workload while we were looking for their replacement.
Chen Chen Leong
Head of Accounts Payable
Our only regret is that we didn’t implement ExFlow earlier, when we went live with Dynamics 365 Finance and Operations
Kelvin Payne
Group Finance Controller
It is very good to see how powerful the tool is for a financial department
Annika Wide
CFO
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ExFlow AP Automation is a built in solution for Dynamics 365 Business Central that streamlines and automates the supplier invoice workflow, delivering better control, higher efficiency, saving time and money
Transform the entire expense reporting process into a digital format, from logging receipts and mileage in the app to online approvals and archiving.
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