Order Automation
Say goodbye to manual workflows and automate every order
with flexible API, EDI, and web portal solutions.
Improve customer satisfaction, boost operational efficiency, & gain a competitive edge with Cleo’s order automation solutions
Here's how Cleo can help you streamline & automate order processing
Choose from EDI, API, and web portal integration approaches:
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EDI integration- Seamlessly connect with your trading partners who use EDI. Cleo supports established protocols like AS2, SFTP, and more, ensuring smooth communication.
- Automate data exchange for orders, invoices, and other B2B transaction documents. Eliminate the need for manual data entry and reduce errors.
- Guarantee data accuracy throughout the order process. Say goodbye to errors and delays caused by manual data manipulation.
- Gain real-time visibility into your EDI transactions. Monitor and control your order flow more effectively with instant insights.
Learn more about Cleo’s EDI solutions -
API integration- Integrate with any vendor that utilizes API technology, modernizing your B2B ordering process. Cleo offers a vast library of pre-built connectors, or you can leverage custom API integrations for a flexible solution.
- Automate data exchange in real-time. Ensure consistent and accurate data flows across your systems, eliminating the need for manual intervention.
- Streamline workflows associated with order processing. Free up your team to focus on strategic initiatives by automating repetitive tasks.
Learn more about Cleo’s API solutions -
Web portal integrationSelf-service portal empowers buyers who lack EDI or API capabilities to place and manage orders, track shipments, and access invoices on their own time.
Deliver a seamless eCommerce to EDI workflow directly into your back-end ERP
Real-time visibility provides instant access to critical information like inventory levels and order status.
Eliminate order processing errors and ensure faster turnaround times.
Simplify communication with your team through centralized order management.
Learn more about Cleo’s portal solutions
No matter your trading partners’ technical capabilities, Cleo offers a solution to automate your B2B ordering
Say goodbye to manual workflows
See how Cleo Integration Cloud automates and simplifies the order-to-cash workflow.
Cleo Integration Cloud automatically routes inbound orders from customers to your ERP system, eliminating the need for manual data entry and reducing the risk of errors. Cleo also supports a wide range of EDI formats, making it easy to integrate with any customer.
For example: you receive an inbound order from a customer for 100 widgets. Cleo Integration Cloud automatically routes the order to your ERP system, which saves you time and reduces the risk of errors.
When an inbound order comes in, Cleo Integration Cloud performs an inventory lookup to confirm that you have the quantity being ordered in stock. If you do, the order is submitted to your ERP system for processing. If you don't, Cleo Integration Cloud responds to the customer with an error message. This helps to ensure that you don't oversell products and that you can meet customer expectations.
For example: Cleo Integration Cloud checks your inventory levels and confirms that you have enough widgets to fulfil the order. The order is then sent to your ERP system for processing.
Once your ERP system has processed the inbound order, it sends an outbound order acknowledgment back to Cleo Integration Cloud. Cleo then uses a cross reference lookup to convert from your internal item numbers to the customer's SKU numbers. The updated outbound order acknowledgment is then forwarded to the customer. This helps to keep customers informed of the status of their orders and ensures that they receive accurate information.
For example: your ERP system processes the order and sends an outbound order acknowledgment back to Cleo Integration Cloud. Cleo then converts your internal item numbers to the customer's SKU numbers and forwards the updated outbound order acknowledgment to the customer.
When the order is ready to be shipped, your ERP system sends an outbound advanced ship notice (ASN) to Cleo Integration Cloud. Cleo then forwards the ASN to the customer. The ASN provides information about the shipment, such as the shipping date, tracking number, and estimated arrival date. This helps to streamline the shipping process and keep all parties informed of the status of the shipment.
For example: your ERP system generates an outbound ASN when the order is ready to be shipped. Cleo Integration Cloud forwards the ASN to the customer. The ASN provides information about the shipment, such as the shipping date, tracking number, and estimated arrival date.
When the order has been fulfilled, your ERP system sends an outbound invoice to Cleo Integration Cloud. Cleo then validates that the invoice total matches the fulfilled order details. If there are any discrepancies, Cleo will alert the appropriate parties. Once the invoice has been validated, Cleo forwards it to the customer. This helps to automate the invoicing process and ensure that customers receive accurate invoices on time.
For example: Cleo Integration Cloud validates that the invoice total matches the fulfilled order details. Once the invoice has been validated, Cleo forwards it to the customer.
