Orders are typed in by hand
Every PDF and every phone order has to be entered into Business Central by hand. It takes hours, every single day.
Doclane reads orders, invoices and claims from your inbox, from a form or by file upload, whether it arrives as PDF, Excel or plain text. Doclane creates all of it automatically in Business Central. No webshop. No portal. No new workflows.
Every PDF and every phone order has to be entered into Business Central by hand. It takes hours, every single day.
One wrong item number or quantity turns into a wrong delivery, a credit note and an unhappy customer.
When the person who types the orders is off sick or on holiday, the backlog piles up.
The obvious answer is "a webshop" or "an EDI project". But your customers want to order the way they always have. And they should be allowed to.
However your customers prefer: an email you forward (or auto-forward), or a form where they can upload documents. That can be a ready-made page we host for you, or a form placed directly on your own website. You choose the channels.
Whether it is an order, a claim, product data or a new customer: the AI finds the right details such as customer, item numbers, quantities, prices and company registration number, and matches them against your own master data in Business Central.
Sales order, claim, item or customer is created in the right place in BC. You approve with one click, or let regular customers flow straight through. If the AI is unsure, it asks instead of guessing.
What used to take many minutes per order now takes seconds. Your people spend their time on customers instead of data entry.
Doclane matches against your master data in Business Central. Wrong item numbers and quantities are caught before they become wrong deliveries.
More orders no longer means more hands in administration. Capacity scales with you, even when the key person is on holiday.
PDF, Excel, free-text emails and purchase orders from the customer's own system. Created as sales orders in BC with the right item numbers and prices.
Invoices are read and created as structured records in Business Central, with amounts, lines and supplier matched against your master data.
Shortages, damage and incorrect deliveries. Created as structured records in BC so they can be handled right away instead of gathering dust in an inbox.
Item information from suppliers: item numbers, prices, descriptions and specifications. Created or updated as items in Business Central, matched against your master data.
New customers are validated against official company registers and VIES and completed in two steps before becoming a customer record in finance or Business Central.
Every type ends up in the same place: as correct records in your Business Central.
An order should not just be typed in. Doclane reads the lines, matches item numbers and pulls the customer's own prices from Business Central before the order is approved and created.
By email, form or upload the customer sends their order. Doclane reads line items and quantities automatically, even from free text in an email.
A magic link opens the order as a shopping cart. You decide who approves, whether that is the customer, the sales rep or both. Small orders below a value threshold can flow through automatically.
A claim requires a decision. Doclane matches it against the original order or invoice, and your own workflow decides what happens.
By email or form the customer describes a shortage, damage or incorrect delivery, ideally with photos. Doclane finds the original order and the affected line items.
The workflows you have built decide what happens: credit note, return order or new invoice on over- or under-delivery, automatically or with a human involved, exactly as you want.
New items from suppliers need enriching before they can be used. Doclane reads the product sheet and lets an employee complete the details before the item is created or updated in Business Central.
Product sheets, price lists or data sheets arrive by email or upload. Doclane reads item numbers, descriptions and specifications automatically.
You decide: let an employee add HS codes, item group, prices and units before the item is created, or send it straight to BC automatically.
A new customer should not just be typed in. Doclane validates the company against official company registers and VIES, and a sales rep can complete the details before a customer record is created in finance or Business Central.
Through a form or an email the customer sends their company name and registration number. Doclane looks up the rest automatically: address, VAT number and company status, validated against the company register and VIES immediately.
You choose: let a sales rep add price group, payment terms and account via magic link before the customer is created, or create the customer record automatically straight away.
Send us two or three of the orders you receive by email. In the demo you will watch them go from inbox to finished order in Business Central. 30 minutes, no obligation.
Book a demo Built in Denmark by people with 20 years of experience in Business Central integrations.