Automate Order Processing with AI
The Order Agent reads customer orders from email, PDF, scan or portal and posts them ERP-ready — even for free-text emails, new customers or missing fields.
| Item No. | Description | Qty | Price |
|---|---|---|---|
| 1001 | Office Chair ErgoPlus | 6 | 170.00 |
| 2003 | Desk ProLine | 3 | 332.00 |
| 3050 | Monitor 24" LED HD | 4 | 180.00 |
| 4097 | Keyboard & Mouse Set | 2 | 75.00 |
How It Works
How the Order Agent Works
The Order Agent automatically recognizes orders from emails, PDFs and Excel files, extracts item data, matches it against master data and creates orders directly in the ERP — without manual data entry.
From Standard to Reality
Most tools automate the standard case.
Customer orders rarely follow a single template — and that is exactly where template-based tools break. The Order Agent is built for the exceptions.
Structured, complete, unambiguous.
- Order arrives as a structured form or portal export
- Item numbers instead of descriptions, clearly matchable
- All mandatory fields filled: customer, quantity, unit, delivery date
- Prices and terms match the master data
- Direct order creation in the ERP, no follow-up
Mixed channels, free text, missing fields.
- Orders via email, PDF, scan, fax or portal — each source looks different
- Free-text emails without a fixed schema, handwritten additions
- New customers without a template, changed formats
- Missing mandatory fields: customer number, delivery date or item number
- Deviating prices, terms or minimum order quantities
Benefits
Benefits of Automated Order Processing
Orders from emails, PDFs and Excel files are automatically recognized, extracted and created as ERP-ready orders. Item matching, price verification and inventory validation ensure error-free order creation.
Template-Free Order Recognition
Intelligent Document Processing for automatic recognition, classification and extraction of customer orders — without templates and without manual pre-configuration.
Multichannel Order Intake
Processes orders from emails, PDFs, scans, portals as well as structured and unstructured formats — regardless of layout or source.
Validation & Business Logic
Automatic verification of items, quantities, prices, delivery dates and mandatory fields — including customer-specific conditions and rules.
ERP Integration & Structured Handoff
Delivers verified, structured order data ERP-ready to existing systems — including business context and process logic.
Human-in-the-Loop for Exceptions
Users intervene only for incomplete or erroneous orders. Corrections feed directly back into the ongoing process.
Transparency & Processing Times
Central dashboard for received orders, exception cases, automation rate and processing times — for business departments and management.
Who it's for
Meaningful impact across every role around order intake
The same agent, three perspectives. Less typing in sales support, higher data quality in operations, more scalability for the business.
For sales support & order intake
No more re-typing orders line by line into the ERP. The agent detects items, quantities and shipping addresses — staff only handle clarifications, not routine entry.
For operations & supply chain
Clean order data from the start: items, quantities and delivery dates validated against master data. Fewer customer follow-ups, more reliable plans for warehouse and procurement.
For the business
Order volume can grow without the team growing with it. New customers onboard faster, and the time from incoming order to created sales order drops measurably.
Use Cases
The Order Agent in Practice
Discover how companies from various industries successfully use the Order Agent.
Order Automation in the Packaging Industry
Automatically process unstructured orders via email — despite customer-specific formats and without EDI standardization.
HealthcareOrder Automation in Healthcare
Automatically process heterogeneous order formats from hospitals and clinics — with customer-specific business rules and SAP handoff.
About Dokumentas
Built by Experts for Real Processes
Dokumentas is developed by ESGroup, an independent software company with offices in Switzerland and Poland.
20+ Years of Experience
Specialized in software development and process automation for over two decades.
Modular Platform
Standard modules that can be individually customized. Fast, stable, future-proof.
Switzerland & Poland
Independent software company with offices in Switzerland and Poland — close to the customer, globally connected.
Our Approach
5 Steps to Successful Order Automation
Understand the Baseline
Identify automation potential and jointly evaluate current processes.
Define Start Use Case
Set a clear focus — which process delivers the fastest ROI?
Live Demo with Your Orders
No generic slides — we process your real orders live.
End-to-End Review
From order intake through validation to order creation in ERP — optimize every step.
Roadmap & Exit Options
Transparent plan with milestones, timelines and flexible exit options.
Compare
Why Dokumentas for Order Processing?
No more manual order entry, media breaks and rigid template systems. Dokumentas.ai automates your order intake intelligently, flexibly and scalably.
- Manual order entry from emails and PDFs
- Rigid templates per customer or format
- High coordination effort for incomplete orders
- Media breaks between sales, back office and ERP — integration without validation
- Limited scalability with increasing order volume
- Template-free recognition of incoming customer orders
- Automatic validation of items, quantities, prices and delivery dates
- Structured, ERP-ready order data with business context
- Human-in-the-Loop only for genuine exception cases
- Continuous learning from corrections and new formats
FAQ
Frequently Asked Questions
Everything you need to know about the Order Agent and automated order processing.
Ready?
Start with a free Live Demo.
We will show you using your real orders how the Order Agent automates your order processing — no obligation and in just a few minutes.
Request Free Demo