Orders arrive by email, phone, WhatsApp and portal. The agent reads every one, checks credit and stock, and raises the sales order, so your team only handles the exceptions.
Linbetta can help you implement this(A) The problem
Sales teams re-key orders from many channels, check credit and stock by hand, and chase deliveries, which causes errors, delays and missed sales.
(B) How the agent works
The agent prepares. A person decides. Nothing important happens without your team.
- Agent
Agent reads each order, whatever the channel
- Agent
Agent checks the customer's credit limit and balance in your ERP
- Agent
Agent checks stock at the nearest depot and proposes a delivery or collection slot
- A person decides
A credit controller approves orders over limit or with exceptions
- Agent
Agent creates the sales order, books delivery and tracks it to completion
(C) What it could save
6,000 orders a month, 10 minutes saved on each, frees about 1,000 hours a month.
That is about £30,000 a month, or £360,000 a year, at £30 an hour. Try your own numbers:
Illustrative figures. We agree real ones with you at the start, based on your own volumes.
(D) Order Processing Agent questions
What does the Order Processing Agent do?
Turns orders from any channel into confirmed sales orders and deliveries. Orders arrive by email, phone, WhatsApp and portal. The agent reads every one, checks credit and stock, and raises the sales order, so your team only handles the exceptions.
How does the Order Processing Agent work?
It follows five steps: 1. Agent reads each order, whatever the channel 2. Agent checks the customer's credit limit and balance in your ERP 3. Agent checks stock at the nearest depot and proposes a delivery or collection slot 4. A credit controller approves orders over limit or with exceptions 5. Agent creates the sales order, books delivery and tracks it to completion A credit controller approves orders over limit or with exceptions is the step where a person decides.
Does the Order Processing Agent replace staff?
No. The agent handles the checking, matching and chasing (agent reads each order, whatever the channel, for example), and a person makes the decision at the key step: a credit controller approves orders over limit or with exceptions. Your team spends less time on admin and more on the cases that need judgement.
How much could the Order Processing Agent save?
As an illustration, 6,000 orders a month with 10 minutes saved on each frees about 1,000 hours a month, worth about £30,000 a month or £360,000 a year at £30 an hour. Real figures are agreed with you at the start.
Which systems does it connect to?
It connects to the systems you already use, typically ERP, Email and WhatsApp, Warehouse system, Delivery scheduling. Linbetta builds it with a specialist Microsoft build team.
How do we get started?
Book a free 30 minute discovery call on linbetta.com. We then run a short proof of concept on one process, with success measures agreed up front, before rolling out.
(E) Next step
Linbetta can help you implement this.
Book a 30 minute call. We will walk through how the order processing agent would work with your systems and agree a short proof of concept.