Process Automation and Digital Transformation

Leading senior executives know that process automation and digital transformation begins with a business use case. Determining which business processes to digitally transform can seem daunting. Conexiom can help. Digital automation of operational processes can deliver the biggest return on investment for your company. For wholesale distributors and manufacturers, manually keying in sales documents like purchase orders or accounts payable invoices wastes considerable time and offers no incremental value to the sale. Digital automation is right for this process.  It’s easy with Conexiom.

How Conexiom supports automation and digital transformation
How Conexiom helps your customers

How digital automation can transform manual sales order processing?

In Industry 4.0: the automation and digital transformation of wholesale distribution and manufacturing isn’t about replacing jobs. It’s process automation: automating the tasks that are best suited for machines, and reserving tasks best suited for customer service representatives.

Conexiom applies digital automation and transformation in finance and accounts and in sales order processing. It converts faxed and emailed purchase orders into automated sales orders. When customer purchase orders arrive by email or are printed, they are re-directed into Conexiom and all order detail in the PO is extracted and transformed automatically into a sales order in your ERP system with 100% accuracy. Conexiom can do the same thing for Special Pricing Agreements, Quote Requests and AP Invoices. Digital automation is much more efficient.


Captures printed or emailed order document data with complete precision.


Documents are then converted into structured data with 100% data accuracy.


Digitally transform the way documents are delivered to your sales order management system in a variety of formats and delivery methods, including XML and EDI.

Automation and Digital order processing

The Business Advantage

Process automation and digital transformation of order processing can improve the customer experience and enable customers to self-service and reward both your business and your customer. Serve customers accurately and quickly, all while keeping costs in check and freeing up valuable staff to focus on enhancing customer satisfaction.

The Technical Advantage

Eliminate costly errors with 100% data accuracy and efficient technology that integrates with existing systems. Digital transformation of order processing can also help reduce IT infrastructure maintenance and support.

Digital Transformation for sales order processing? Too good to be true? No.

Digital transformation and process automation mean better customer service. Your customer service reps now have the time to focus on serving customers, not manually entering orders.

  • Digital order processing is quick with sales orders processed in minutes
  • Your customers do not need the financial or technical resources to implement EDI.
  • More revenue-generating time for staff is achieved without having to hire more administrative staff.
  • Business conversations become about the value you can add to customers’ businesses, not price.
  • Business processes remain the same. No customer involvement is necessary.

The Conexiom Right Fit for your Digital Transformation Journey

We serve a wide variety of wholesale distributors and manufacturers in various sectors using different systems. We help them in digital automation of their sales order processes, making them more efficient and cost-effective.  See if Conexiom is right for you.


Wholesale distributors and manufacturers.


Annual revenue of $15 Million+


Experience with digital order processing (EDI/XML and eCommerce), but still have a manual order entry process.


You have buyers that are not on EDI and place a large number of orders or many line items per order.

Is this product right for you?

If your company is read to transform digital order processing, check on these specifics and learn more by signing up for a demo or requesting additional information.

  • Receive faxed and emailed purchase orders that are manually entered?
  • Have customers that require a purchase order to buy from you?
  • Sell items with standard part numbers, and not made to order?
  • Have high volume customers you want to secure?
  • Enter orders through EDI, web order entry and manually?

Supported Systems, Formats & Methods

Conexiom can automatically process text purchase orders in any of the following formats:

  • Microsoft Excel
  • CSV files
  • Text files
  • Emails
  • Adobe PDF
  • Microsoft Word
  • HTML
  • Printer files (Postscript, Raw, GDI, PCL, Text) under Windows, Unix, Linux, AS/400, or Apple.

Processed purchase orders can be transformed and delivered automatically into any ERP system that accepts EDI or XML including:

  • Epicor ERPs
  • SAP ERPs
  • IBM ERPs
  • Infor ERPs
  • Oracle ERPs
  • Microsoft Dynamics ERP

Don’t see your system, format or method listed?

Get in Touch


How does Conexiom work?

Conexiom uses patent-pending intellectual property to ensure that data is captured and transformed accurately. Conexiom does not use Optical Character Recognition (OCR) to estimate data on a purchase order due to reliability issues. Our technology is based on mapping what is on each customer's PO format along with automating business rules regarding how that data should be mapped into the Seller’s sales order system. Since we work in conjunction with customer service during the initial setup and configuration, detailed business rules can be defined, captured, and incorporated into the mapping.

For example, it may be customary for any PO that has "air" as a shipment method to always require a review by the customer service team before releasing the order for shipment. Or, customer service may define a rule to part numbers on the buyer's PO and ignore certain characters because the part number in their sales order system doesn't have those characters.

Conexiom data capture accuracy combined with encapsulation of business rules clearly differentiates Conexiom in the markets we serve.

Does Conexiom support multiple languages?

Although the Conexiom web-based interface for users is in English, this does not compromise Conexiom’s ability to translate POs into sales orders in other languages. Conexiom is in use in dozens of countries as it supports double-byte character sets such as those found in Asian & Arabic languages.

Does Conexiom follow the EDI 855 PO acknowledgement specification?

Conexiom users can request a copy of the Conexiom EDI 855 specification to determine its suitability for their needs.

How are order exceptions handled and resolved with digital automation?

The responsible party is notified of exceptions via email. Typically, Conexiom notifications can be handled by Conexiom users without assistance. For example, managing a new address that appears on a PO may require a user to provide Conexiom with an update to the list of customer address account numbers. Once updated, Conexiom will remember the new information to allow orders to process without an exception. If an exception requires re-mapping because the PO format has changed significantly, we would work together with the Conexiom user to make such changes.

How are pricing issues managed?

Conexiom allows users to manage pricing according to their own business practices. For example, some companies may ignore any pricing that is on the PO and use the pricing from within their own system. Other companies may review pricing from the buyer before releasing the order for shipment. This is decided during the initial mapping setup and configuration and the Conexiom user can determine the rules on a customer by customer basis.

Is there a way to provide customers with information regarding pricing or availability updates as it relates to their order?

Yes, if the order entry system can provide an acknowledgement with pricing and availability, Conexiom can prepare and deliver an easy to read view of this information to the buyer showing any changes to what was on their PO.

Can Conexiom automatically provide order confirmations to the customer?

Yes. Digital automation of order processing can enable confirmations.

Can Conexiom auto-email the buyers to let them know when orders have been received and released for shipment?

Conexiom digital automation can provide both the buyer and seller with automated confirmation that orders have been received and successfully delivered.

Can implementing sales order automation reduce the time it takes to resolve customer order issues?

Yes it can as you get a full audit trail of the order process so it's much easier to track down issues and resolve them.

Can order confirmations be routed to an appropriate customer service rep?

Yes, this is part of the configuration and setup process.

Can order confirmations be routed to an appropriate customer service rep?

Yes, this is part of the configuration and setup process.

Are purchase orders stored electronically anywhere for Conexiom user to access?

Standard configuration of Conexiom includes a copy of the purchase order being attached to all confirmations when processed so there is both an electronic notification and an audit trail. Conexiom users can choose how to store and archive these emails.

How is Conexiom typically deployed?

Our service is designed to transform each unique purchase order format into a single structured sales order format (EDI, XML, CSV, etc.) for your company to easily consume. Most customers start with rolling the Conexiom service out to five or ten customers before accelerating their deployment to other customers.

Can we use an internal order form that our field sales reps could use to send in orders on behalf of their customers?

Yes you can use an internal order form subject to review by your Conexiom implementation consultant.

Can Conexiom help with phone orders?

Yes. Many of your customers will create an order in their own system and then call the order in because they think it is faster than sending it by email. With Conexiom, orders sent via email will be in your system within minutes with 100% data accuracy.

How much does Conexiom cost?

Since Conexiom is sold on a subscription basis, it is an affordable solution with low startup costs. Contact us for a quote.