ERPure.AI Sales Processing Agent for SAP Business One
A 24/7 sales assistant
without the 24/7 effort.
Eliminate manual purchase order data entry, ensure accurate inventory checking before order creation and maintain a complete, comprehensive audit trail for all transactions – directly through your Microsoft Teams and Outlook.
Autonomous Email Monitoring
Continuously monitors Microsoft Outlook for new purchase order documents.
Smart Record Creation
Automatically suggests and creates missing business records, customers, and item codes.
Seamless Integrations
Connects with your existing SAP Business One and Microsoft Teams environments.
ERPure.AI’s Sales Processing AI Agent delivers a 90% reduction in manual sales order creation time.
What could your team do with that?
Effortless sales order creation and reporting
Your Sales Processing AI Agent is available via Microsoft Teams and accessible from anywhere in the world. Here’s how it works:
Agent automatically monitors and detects new purchase order emails.
Verify customer details, and “Check Stock” to validate inventory availability via Microsoft Teams
Agent validates customer and item data, creating missing records where needed.
Agent provides confirmation with sales order number.
Optimising your
AI Sales Process Agent
Learn more about ERPure.AI’s advanced sales processing capabilities.
Best Practices for Email Processing
- Use consistent vendor email formats for consistent agent pattern learning.
- Include vendor names in email subjects to improve agent detection.
- Send clear, readable attachments to enhance agent analysis.
Document Quality Guidelines
- Providing clear, high-resolutions PDF documents is going to help the Sales Process Agent.
- Ensure all text is readable, properly formatted and your customer information is included.
How do I optimise my SAP Integration?
- Ensure customer and item master data is up-to-date.
- User permissions are clear and correct for agent SAP access
- Keep your software and hardware patched and up-to-date
What happens when an email is not processed?
- The AI Agent will send you a message to let you know the PO email was not detected or processed.
- In this instance, you should check the email format to ensure it has all the correct information and the attachment types are clear and correct.