Retarus Managed Capture Services: Digitize order forms and automate processing
Wholesaler delivery processes are mostly digitized nowadays — from online order forms to warehouse planning and logistics, right through to billing by means of an ERP system. Communication with suppliers and manufacturers is also usually completely automated using electronic data interchange (EDI). Although digitization has advanced greatly on the wholesaler side, this is not necessarily the case for their customers. Particularly in the ordering process, there is inevitably some unwanted media and integration disruption. Many retailers simply do not have the technical capability and financial means to transmit data in a structured way. As a result, they use unstructured electronic forms or template-based orders in paper form. Wholesalers receive these via fax, email or by post.
Entering orders manually in an ERP system is always time-consuming for employees. Furthermore, this process is extremely prone to errors and automated content checks are seldom carried out. This is not merely bothersome for customers — a bad experience can negatively impact their relationship with suppliers over the long term. The resulting queries and corrections complicate the order process even more, resulting in customer service that is extremely costly.
Retarus Managed Capture Services can facilitate the automation of manual order processes to a significant extent. Even forms that are filled out by hand pose no barrier — regardless of whether they are sent by fax or scanned and attached to an email. Retarus Services can integrate these orders efficiently and with transaction security in a company’s digital infrastructure.
- Digitization of all order processes
- Supports integration into the customer’s existing infrastructure
- Seamless integration of all communication channels
- Connection using standard interfaces
- Manual processing is kept to a minimum
Benefits at a glance
For companies to receive orders by fax, Retarus can either assign a new fax number or use an existing connection and forward to the cloud infrastructure. Once the Retarus data center receives the order, an Intelligent Document Recognition (IDR) engine reads the form, capturing not only the plain text, but also the layout of the form and other elements of the document. Thanks to the wholesaler’s catalog data and master data, which is stored in the system and continuously synchronized through EDI, order information can be checked for content and assigned. Retarus then forwards all of the validated data in the required format together with the original document to the ERP system. Retarus Managed Capture Services support all common interfaces and file formats. Even native PDF documents or orders that are scanned and transmitted as email attachments are processed by the Retarus Services.
Did you know?
The Retarus Enterprise Administration Services Portal (EAS) provides you with all the information you need about the status, quality, and scope of incoming documents, helping you keep an eye on every single document.
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