Order Processing Automation

By
Juliette Felix
July 30, 2025
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Business Challenge

Manual order entry remains one of the most error-prone and time-consuming processes in operations. When a client sends an order (via email, PDF, form, etc.), staff must manually extract the details (e.g. product types, delivery info, quantities, pricing) and then retype them into internal systems like CRMs or ERPs.

This bottleneck leads to delays, errors, and missed SLAs. Even worse, small mistakes in product codes, addresses, or quantities can lead to shipping issues, unhappy clients, and expensive rework. Scaling operations becomes very difficult without hiring more admins or increasing QA overhead.

How It Works

Our AI-powered automation streamlines every step of order intake and entry — while still giving humans full oversight and validation controls.

Order Document Ingestion

The AI monitors inboxes, shared folders, or portals for incoming orders — whether they arrive as PDFs, email bodies, scanned forms, or structured attachments.

Contextual Data Extraction  

Using intelligent document understanding, the AI extracts relevant data such as Product SKUs, Quantities, Delivery addresses, Client references, Deadlines or specific instructions

It also detects inconsistencies or missing values and flags them for review.

System Pre-Fill

  • The tool prepares the order entry across your systems:
  • Pre-fills forms in your CRM, ERP, or order management tools
  • Applies business rules for client-specific requirements or pricing models
  • Handles variations in document formats without requiring rigid templates

Human Validation & Oversight

Users receive a pre-drafted entry with confidence scores. They can:

  • Approve or adjust fields before submission
  • Request reprocessing if major errors are detected
  • See highlighted areas where attention is needed (e.g. missing delivery date)

Audit Trail & Versioning

Every entry and correction are logged. You maintain full traceability and compliance — critical for regulated industries or enterprise-grade operations.

Results

Teams using our Order Processing Automation achieve:

✓ 5x faster processing of incoming orders — reducing wait times and accelerating fulfilment

✓ 90% fewer data entry errors, thanks to AI-driven extraction and validation

✓ Higher customer satisfaction, with fewer delivery errors and proactive confirmations

✓ Fewer operational bottlenecks, even during high-volume periods

✓ Scalable workflows without needing to scale headcount linearly

From simple recurring orders to complex custom quotes, your ops team can now handle more — with less friction and more confidence.

Juliette Felix
Engineering Manager, Layers
Seize the moment

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