EDI Solution

One key area primed for optimization is the sales order process. Many companies are familiar with Electronic Data Interchange (EDI) solutions and many have already implemented EDI with some of their larger, more technical customers. But successfully setting up EDI between enterprises is no easy task.

Initially, implementing an EDI solution requires an upfront investment both in terms of time and money, as well as a high level of collaboration and technical expertise for both you and your customers. Building the foundation to be able to seamlessly translate EDI orders successfully into your ERP system requires technology, software, people, and new business processes.

Once the EDI solution is up and running, the benefits are impressive. Eliminating the order processing components that used to rely on manual touch means that you can enjoy faster, error-free ordering. Not only is the EDI-process more efficient, but it reduces the cost per transaction, offers better data quality, shortens business cycles, and provides better visibility. It’s a great business decision and a big win for both you and your customer.

After successfully building the EDI infrastructure, it’s easier to implement with additional customers who are ready to embrace EDI. After all, the infrastructure has been created and tested. In fact, many organizations find EDI so incredibly effective that they find themselves wondering how it’s possible to convince more customers to embrace it.

Unfortunately, EDI is not the norm and the majority of customer POs arriving today still require manual processing. Typically customers create their own PO and either email or print/fax their orders in. Even faxed and emailed documents need to wait for a human touch stalling the order cycle process. This means your customer service team needs to manually key the critical data into a sales order in your ERP system before the order can be processed.

Manual sales order processing is archaic, labor-intensive, time consuming, and prone to errors. Not only does manual processing not add any value to your customers, but it actually negatively impacts customer satisfaction. There are simply too many touch points that slow down order cycle time and introduce opportunities for costly errors. In an increasingly competitive marketplace, your future success is ultimately determined by your ability to process and ship orders quickly and accurately.

Clearly automating the sales order process is the right move to reduce errors, lower transaction costs, and create deeper operational efficiencies. But your customers don’t want to be burdened with helping you. So how can you optimize your business further? What options are available to leverage the investment you’ve already made?

Conexiom fills the gap between EDI, e-invoicing, and Optical Character Recognition (OCR) solutions. Conexiom is just like implementing widescale EDI solutions without involving your suppliers. It’s easy to use and cost effective. Conexiom is located in the cloud, which means no large capital expenditures are required and convenient subscription packages can be customized to meet your needs.

Unlike EDI implementations, concerns about standardizing purchase orders are laid to rest. Conexiom effortlessly handles an unlimited variety of purchase order formats ensuring customers and business processes remain unchanged. It complements existing EDI and web-ordering infrastructure, and it’s just like setting up widespread EDI solutions in a fraction of the time.

How Conexiom's EDI solution helps your business
How Conexiom's EDI solution helps your customers

How Does Our EDI Solution Work?

Are you a distributor or manufacturer that receives faxed or emailed purchase orders that are manually keyed as sales orders? Would you rather have your sales people or customer service team members selling and serving your customers instead of doing data entry?

Conexiom converts faxed and emailed purchase orders into automated sales orders. When customer purchase orders are printed or arrive by email, you simply re-direct them to Conexiom and all order detail in the PO is extracted and transformed automatically into a sales order in your ERP system with 100% accuracy. It eliminates the challenge of dual entry for your customers as you no longer need to request they re-key their purchase orders into your web order system once they have created the PO in their own system. It integrates with existing ERP or inventory management systems and doesn’t require hardware, software licenses or extra fees for setup or support.

Receive

Captures printed or emailed order document data with complete precision.

Convert

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

Deliver

Converted documents are delivered to your order management system in a variety of formats and delivery methods, including XML and EDI.

Processing orders just got easier.

The Business Advantage

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.

Too good to be true? No. It's better

Automation means better customer service.  Your customer service reps now have the time to focus on serving customers, not manually entering orders.

  • Orders are processed within 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 Right Fit

We serve a wide variety of wholesale distributors and manufacturers in various sectors with different systems. See if Conexiom is right for you.

Markets

Wholesale distributors and manufacturers.

Revenue

Annual revenue of $15 Million+

Readiness

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

Customers

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 meets the above criteria, check on these specifics and learn more by signing up for a demo, watching a recorded presentation, 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
  • SYSPRO ERPs
  • Microsoft Dynamics ERP
  • SAGE ERP

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

Get in Touch

Frequently Asked Questions

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?

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.

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

Conexiom 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.