Automating Sales Order Processing in Oracle ERP


Efficient sales order processing is the backbone of a successful sales operation, pivotal in ensuring customer satisfaction and driving revenue growth. However, traditional manual processes can introduce significant challenges that undermine these goals. Automating sales order processing within Oracle ERP systems not only mitigates these challenges but also enhances overall business performance.

Meet David: The Sales Operations Manager

In the bustling world of a pharmaceutical manufacturing company, David, the Sales Operations Manager, faces the daily challenge of processing an overwhelming number of sales orders. Each order is a complex mix of batch numbers, expiration dates, and sensitive client information, which requires meticulous attention to detail to manage accurately.


Errors or delays in this space are not merely inconveniences—they carry the weight of potential health implications and stringent regulatory compliance. David’s role is not just about getting orders out on time; it’s about ensuring that every customer receives precisely what they’ve requested, with no room for error.


In an industry where demand can surge unexpectedly, the limitations of manual entry become glaringly evident. The hours spent inputting data could be directed towards more impactful work, such as analyzing sales trends or improving customer engagement strategies.


The transition to automation for David’s team is more than an upgrade; it’s a necessary evolution to meet the growing demands of the market and the expectations of their customers. By implementing a solution like WinfoBots, David’s team can automate the sales order process, ensuring faster, more accurate order processing, and freeing up valuable time to focus on customer service and strategic growth.

Establishing a Baseline for Sales Order Processing


What is Sales Order Processing?

The steps can be different depending on the industry but let’s “dumb it down” and establish a baseline that applies to most businesses. 

Sales order processing is a sequence of actions taken from the moment a customer places an order to the completion of the delivery. This cycle is crucial because it directly affects customer satisfaction, inventory management, and financial reporting.

The process encompasses several stages, including order capture, order validation, item fulfillment, invoicing, and payment processing, each critical for the seamless operation of sales and distribution networks.


Challenges in Traditional Sales Order Processing: A Closer Look at David’s Dilemma

In the regulated world of pharmaceutical manufacturing, sales order processing is a complex operation fraught with unique challenges. David’s team is tasked with handling sensitive orders where accuracy is not just about customer service; it’s about patient safety and compliance with strict industry regulations.

Complexity of Orders:

Each sales order carries critical details such as dosage information, storage conditions, and regulatory compliance requirements. Any misstep in capturing this data can have significant repercussions, from regulatory penalties to severe health risks for patients.

Regulatory Compliance:

David’s team must navigate a labyrinth of compliance checks for each order, ensuring that all pharmaceutical products meet the rigorous standards set by health authorities. With manual processing, the risk of non-compliance due to human error is a persistent concern.

Traceability and Reporting:

Pharmaceutical orders require detailed traceability, from production to delivery. Manual systems struggle to maintain the necessary level of detail across complex supply chains, leading to potential audit issues and inventory management challenges.

Batch and Expiry Management:

The team has to meticulously verify batch numbers and expiration dates, aligning product availability with order specifications. This is a time-sensitive task where delays or inaccuracies can lead to wasted inventory and loss of trust from healthcare providers.

Demand Fluctuations:

The pharma industry can experience sudden spikes in demand, such as during health crises or new product launches. Manual order processing systems are often unable to scale up rapidly, causing bottlenecks and service delays.

By automating sales order processing, David’s team can address these pain points effectively. Automation ensures that every order is processed with the highest accuracy and compliance, providing reliable traceability, and managing demand fluctuations gracefully. With this transformation, the team can redirect their focus from the minutiae of data entry to the broader picture of customer service excellence and strategic initiatives.


The Role of Automation in Sales Order Processing

Introduction to Automation with WinfoBots:

WinfoBots uses RPA technology powered by UiPath to create an automated workflow that transforms sales order processing. This technology captures order data automatically, validates it against existing inventory and customer credit limits, and processes it through to fulfillment without manual intervention.

How Automation Works – A Workflow Breakdown:

In the pharmaceutical industry, where precision and regulatory compliance are non-negotiable, the introduction of automation into sales order processing can be a game-changer. With a solution like WinfoBots, David’s team is equipped to handle the intricacies of processing orders with speed and efficiency. 

Let’s break down the workflow to see how automation redefines each step of the process, turning potential challenges into streamlined operations:

  • Order Capture: Automatically captures order data from various channels like email, online forms, or direct ERP entry.
  • Validation: Checks the captured data against inventory levels and credit limits.
  • Fulfillment: Initiates packaging and shipment processes once validation is complete.
  • Invoicing and Payment Processing: Automatically generates invoices and follows up on payments.
  • Customer Updates: Sends real-time order status updates to customers via their preferred communication channel.

Schema/Workflow Visualization:


Case Study: Winfo Solutions and a Pharmacy Retailer

Winfo Solutions utilized WinfoBots to automate the sales order processing for a pharmacy retailer, drastically cutting down processing times and errors, and enhancing customer satisfaction. This implementation allowed the retailer to handle increased order volumes without additional staff during peak times, thereby improving operational efficiency and customer service.


Easy Onboarding of New Customers

The solution provided a seamless onboarding experience for new customers, ensuring efficient integration into the Sales Order creation process.

Automated Downloading of Purchase Orders (POs) from Customer Portal

The WinfoBots assistant facilitated the automatic downloading of POs from the customer portal, eliminating the need for manual retrieval.

Creation of Sales Orders from PDFs or Images

The solution had the capability to process and create Sales Orders directly from POs in PDF or image formats, reducing manual data entry efforts.

End-to-End Visibility of Sales Order Creation

The WinfoBots assistant offered complete visibility into the Sales Order creation process, providing real-time tracking and monitoring from PO to Sales Order.

Why our clients trust us:


Steps that were automated monthly

WinfoBots helped to automate 25,000 Sales Orders created in their SAP system and 45,000 created in Oracle each month.


Total hours of human effort reduced every month

By automating the Sales Order creation process, employees were freed from repetitive and time-consuming tasks, allowing them to focus on more value-added activities.

Implementing Automation in Sales Order Processing

Steps to Implement:

Transitioning to an automated system is a pivotal move for a pharmaceutical company – or indeed any organisation – looking to refine its operations. For David’s team, it’s about creating a seamless bridge between modern efficiency and the rigorous demands of their industry. The implementation of an automation solution such as WinfoBots requires a strategic approach to ensure that the transition is as smooth as it is effective. Here are the essential steps that lay the groundwork for a successful integration of automation into sales order processing:


Review current sales order processes to identify inefficiencies


Select a tool like WinfoBots that integrates seamlessly with Oracle ERP.


Educate staff on the automated system to ensure a smooth transition.


Regularly check and optimize the automated processes to maintain efficiency.

Choosing the Right Tools:


Choosing the right automation tool is critical. WinfoBots is designed to integrate with Oracle ERP, offering pre-built functionalities tailored for enhancing sales order processing.


Why WinfoBots?  


WinfoBots is an intelligent process automation tool, engineered for Oracle ERP customers by Oracle Experts and powered by UiPath to expedite the adoption of RPA.


With over two decades of experience in Oracle ERP, Winfo’s development team meticulously crafted WinfoBots, specifically considering the unique needs of businesses. Unlike other RPA platforms that often start from scratch, WinfoBots offers a distinctive advantage.


Recognizing the industry’s need for cost-effective, pre-built automation solutions for critical processes such as Finance Period End Close, AP Invoice Processing, and Supplier Onboarding, WinfoBots provides these as part of its core offering.


This approach not only enhances ROI but also eliminates the extensive time and financial investment typically required to develop custom automations.


Key Advantages of WinfoBots:


User-Friendly Design: WinfoBots offers a drag-and-drop interface, making it accessible for users with varying levels of technical expertise. This ease of use accelerates adoption and maximizes productivity.


Pre-Built Accelerators: Unique to WinfoBots, these accelerators target common Oracle ERP processes, enabling rapid deployment and immediate efficiency gains. This feature is particularly advantageous for businesses looking to quickly realize the benefits of automation without extensive development.


Cross-Application Integration: With its ability to integrate across multiple enterprise applications, WinfoBots ensures improved accuracy and seamless data flow, critical for complex ERP environments.


Informed Decisions: WinfoBots doesn’t just automate; it enhances decision-making. By integrating analytical input driven by AI, it allows for human oversight where necessary, ensuring that automation complements human expertise.


Rapid ROI: The combination of quick onboarding, minimal requirement for in-house development, and immediate operational improvements means that businesses can see a rapid return on their investment in WinfoBots.


Continuous Support and Innovation: Winfo Solutions’ commitment to support and ongoing innovation ensures that WinfoBots remains at the forefront of RPA technology, continuously adding value to its users.


In essence, WinfoBots is more than just an automation tool; it’s a comprehensive solution designed to meet the specific needs of Oracle ERP users. By addressing the common pain points of process owners and offering a user-friendly, powerful, and innovative solution, WinfoBots is poised to be a game-changer in the realm of ERP automation.

WinfoBots isn’t just about replacing manual tasks with robots; it’s about creating a more dynamic sales operation environment that can significantly elevate business performance and customer satisfaction.


Wrapping Up

Automation in sales order processing is an inevitable step towards achieving operational excellence in today’s competitive market. With WinfoBots, companies like David’s can not only improve their operational efficiency but also ensure that their customers remain satisfied and loyal.

About Winfo

Winfo is a global IT solutions company. As a key Oracle partner we provide implementation and support services for Oracle Fusion and E-Business Suite customers. To address a gap in the market we have also developed a number of Accelerators to help clients automate business processes, streamline their testing of patches and updates and developed a data mining accelerator to help get the most out of their ERP data.

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David Middup

Head of EMEA
With over a quarter-century of international experience, David Middup is a seasoned expert in business transformation, cloud applications, and technology-enabled change. His background in ‘Big 4’ HR strategic advisory, combined with extensive experience in technology-enabled change management and Tier 1 Cloud technology, has equipped him with a comprehensive skill set.
As a trusted advisor to C-suite and senior management, he has guided transformation initiatives for a remarkable array of domestic and multinational organizations, spanning a diverse range of industries across Europe, the Middle East, Africa, and the USA.

Sai Koteswara Rao Chinni

Business Analyst

Kotesh is a Business Analyst at Winfo with a wealth of experience spanning over 3 years. He holds a Master’s degree in Computer Science, leveraging his profound expertise in RPA and AI to drive impactful solutions.

Devendra Suryavanshi

Director, Solution Architecture

18+ years Oracle ERP solutioning and delivery experience across multiple geographies and industries.

Expert in Enterprise Transformations and Solution Architecture Senior Executive accountable to achieve defined quality standards.