Step 1 · The customer
The customer sends the order
The customer sends as always. Doclane reads order lines and quantities automatically, even when they sit as plain text in the middle of an email.
Item numbersQuantityDelivery dateCustomer
Sales orders
Orders become sales orders, checked and ready.
The lines are read, the item numbers matched, the prices pulled from your own system per customer. Only then is there an order to approve.
Book a demoItem numbers matched against your master dataPrices pulled per customer · customer specific
Step 2 · Approval
The order is approved on one screen
A link opens the order as a basket: order lines, quantities and the customer's own prices, in black and white. Send it to the customer themselves so they can see and approve their own order, to your sales rep, or to both. Small orders below a threshold can go straight through.
PricesDiscountsDeliveryApproval
Created as a sales order in your own system, ready for picking and invoicing.
Modules
Claims
A claim is not data waiting to be typed. It is a decision: credit note, return or a new invoice. Doclane finds the original order, and your own workflow decides the rest.
Product data
A supplier product sheet is always missing something. An HS code, a product group, a unit. Doclane reads what is there, and a colleague can fill in the rest if you want.
Customer onboarding
The VAT number has a typo. The company name does not match the register. Doclane checks against the company register and VIES while the customer types, so the record is right before it is created.
Orders become sales orders, checked and ready.
Doclane reads the order, matches item numbers against your master data and pulls the customer prices. Only then is there a sales order to approve.
Book a demo