Streamlined Order Processing with Ella

This document provides a step-by-step overview of how Ella, the AI-powered assistant, simplifies the order entry process. By automating data extraction from purchase orders (POs), Ella allows teams to focus on strategic tasks rather than manual data entry. Ella ensures efficient and accurate order processing by interpreting various formats, including emails, PDFs, and handwritten documents.

Step 1

Meet Ella, your AI order entry assistant. Ella works tirelessly, ensuring no detail is overlooked.

Step 2

Ella efficiently reads your purchase orders and converts them into ERP-ready orders in seconds. Every day, your team receives numerous POs, requiring hours of manual data entry, cross-verification, and reentry while customers await confirmations and shipments. Ella simplifies this process.

Step 3

Ella directly extracts information from emails and PDFs, including scanned and handwritten documents. She comprehends every detail, such as SKUs, pricing, quantities, and customer information, to create a precise order entry. Let’s see this in action.

Step 4

We forwarded a PO to Ella. Here is the forwarded PO.

Step 5

Ella processed the PO and sent a link confirming the order creation.

Step 6

Open the newly created order.

Step 7

Ella accurately identified the customer name, contact details, billing address, and shipping address from the PO header. Notably, Ella detected discrepancies, such as the catalog price differing from the PDF.

Step 8

This functionality prevents the need to manually verify pricing in the ERP system. With a single click, apply the catalog prices.

Step 9

Ella captured the PO number and freight terms. Additional information, if present, would also be extracted. You can apply discounts, shipping charges, and taxes before submitting the order. Once submitted, the order appears as completed.

Step 10

Let's explore another example where a handwritten PO and a custom instruction were sent, requesting an additional item be added to the order.

Step 11

Let’s examine how Ella handles this.

Step 12

Ella successfully reads handwritten POs and has added the specified custom item for $100, highlighting a price discrepancy compared to the catalog.

Step 13

One SKU was not found in the system, prompting Ella to create a custom SKU.

Step 14

Ella extracted all relevant information accurately. With Ella, order entry is 90% faster, saving team members four hours daily, allowing them to focus on growth rather than data entry.