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Order AutomationERP IntegrationDocument ProcessingAI
AI-Powered Sales Order Automation · Case Study
Turning a Complex Sales Order Process Into One Automated Workflow
The client was managing sales orders across documents, emails and multiple systems. We built a single workflow that reads incoming orders, processes the information, applies the required business rules and sends the result to the ERP. Less manual work. Fewer handoffs. A much clearer path from order received to order processed.
Document ProcessingOrder AutomationERP IntegrationAI
- 62% Hours
62%
Lower Coordinator Workload
Automated S-Code and BOM resolution eliminating manual double work.
+240% Lift
+240%
Higher Throughput
Multi-tier PO processing & instant automated Dynamics 365 ledgering.
Verified Partner
4.9 / 5.0
Client Rating
High satisfaction across customer service, logistics & fulfillment teams.
The Solution
One Workflow From Order to ERP
We brought the key order steps into one connected workflow: document processing, information extraction, business rules and ERP preparation.
The goal was simple: less manual work, fewer errors and a faster path to a confirmed order.
Document Input → Data Processing → Business Rules → ERP
copilot.idhyha.app/workspace/sales-order-engine-v2
Event & Order Parameters
Customer PO File / Batch
PO_89204_Caterpillar_Batch4.pdf
14 line items · S-Code tagged
Entity / Region Zone
North America — Midwest Distribution
Automated Rule Engine
BOM UnpackD365 WebhookZone FreightTax Autovalidate
AI Parsing Pipeline Active
All 14 line items matched with 99.4% confidence. Zero manual translation required.
Production Pipeline Preview (Multi-Tier UI)
Live Dynamics 365 Adapter
Extraction Time
1.2 Seconds
S-Code Resolution
100% Deterministic
D365 Sync Status
REST Endpoint 200 OK
Technical Note: The workflow uses Idhyha’s S-Code engine to manage the business rules and processing logic behind the order flow.
Deterministic Rule Layer
The Problem
Too Many Systems. Too Many Handoffs. Too Much Manual Work.
Before the project, order processing depended on several disconnected steps. Information moved between people, documents and systems, which made the process slow and easy to break.
Bottleneck 01
High Planning Effort
Teams spent hours coordinating order details across documents, emails and spreadsheets before anything could move forward.
Unstructured PDFs, customer spreadsheets and unverified email attachments.
Bottleneck 02
A Slow Path to the ERP
Validated order data still needed manual handling before it could enter the ERP, creating delays and more room for error.
Manual cross-referencing and re-keying into ERP tables leading to multi-hour delays.
The problem wasn't one slow step. It was the number of steps connected together.
What We Changed
We Connected the Pieces Into One Process.
Instead of leaving each step in a different place, we connected order intake, processing and ERP preparation into one workflow the team could rely on.
Read
The system receives incoming order information and extracts the data needed to process it.
Check & Process
The system applies the required business rules and checks the information before moving it forward.
Send to ERP
Once the order is ready, the processed information is sent to the ERP in the required format.
One process. Fewer handoffs. Less repetitive work.
Under the Hood
Built to Handle Real-World Order Complexity
Orders are rarely as simple as one document going into one system. The platform was built to handle different inputs, business rules, data checks and ERP requirements without making the process harder for the people using it.
Multiple Order Inputs
The system can work with order information coming from different document and data sources.
Business Rule Processing
Order information is checked and processed according to the rules required by the business.
ERP Integration
Processed information is prepared and connected to the ERP so teams do not have to repeat the same work manually.
Automated Checks
The workflow checks key information before it moves to the next stage.
Scalable Processing
The system is designed to handle growing order volumes without adding the same amount of manual work.
Clear Visibility
Teams can see what is happening in the workflow instead of relying on disconnected steps and updates.
The Product
Three Parts. One Connected Order Workflow.
We built the interfaces needed to make the workflow useful for both the people operating it and the systems receiving the data.
01 / Document WorkspaceOrder & Document Workspace
A clear place to review incoming orders and the information extracted from them.
Review Ingestion Tools
02 / Rules EngineWorkflow & Rules Engine
The logic that checks, processes and moves order information through the required steps.
Inspect Rule Pipeline
03 / ERP BridgeERP & Contract Hub
The connection between the processed order and the systems responsible for the next stage of the transaction.
Explore ERP Connectors
The Transformation
From Many Steps to One Connected Process
Before the project, order processing depended on several systems, manual checks and handoffs between teams. After the project, the workflow connects those steps into one process — from incoming order information to ERP processing.
BEFORE
Fragmented Steps & Coordination Bottlenecks
- Multiple inputs: Orders arrive in different formats across PDFs, emails, and forms.
- Manual checking: Teams review and move information between systems line-by-line.
- Repeated data entry: The same information may need to be handled more than once across spreadsheets and ledgers.
- More handoffs: Every additional step adds time and risk to delivery timelines.
The Operational Result: High friction, backlog accumulation, and substantial coordinator overhead.
AFTER
One Unified Ingestion & Push Architecture
- One connected workflow: Incoming information enters one standardized process immediately.
- Automated processing: The system handles repetitive data extraction and rule-based work deterministically.
- ERP connection: Processed information moves directly to the required system with zero manual re-keying.
- More capacity: Teams can spend less time moving information and more time handling exceptions and higher-value work.
We didn't just automate a task. We connected the entire path.
Live in Production
The Outcome
Less Manual Work. More Orders Through the Same Process.
The new workflow reduced repetitive coordination and helped the team process orders faster, while keeping the important checks and business rules in place.
3.8x
Faster Order Turnaround
Orders processed and routed in seconds rather than business days.
62%
Lower Coordinator Workload
Freed internal coordinators from repetitive spreadsheet transfers.
+240%
Higher Processing Throughput
Scaled intake volume smoothly with zero headcount expansion.
99.98%
System Uptime
Enterprise-grade reliability across cloud and webhook endpoints.
From the Client
What the Client Said
Verified Partner Review
“idhyha took an inherently messy, fragmented order entry workflow and distilled it into an effortless, transparent booking machine. Our operations desk is clearing backlogs 10x faster with zero friction.”
MV
Marcus Vance
Head of Supply Chain Operations, Industrial Heavy Mfg
Handover Audit Report
Passed 100%- IP & GitHub Repo OwnershipTransferred 100%
- Vendor Lock-in RiskZero Lock-in
- Calendar / ERP Sync SchemaPostgres + Dynamics Bridge
- Design System Library200+ Figma Tokens
- Edge Response BenchmarkSub-50ms Global
Audit Signature: VLOG-2026-X889Verified by Studio Lead
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