Glossary

The glossary
of order management.

The essential terms for understanding and automating the processing of orders and customer requests.

Sales admin
Sales administration: the department that manages customer orders, from receipt to invoicing, and the relationship with customers on these matters.
Purchase order
The document by which a customer orders products or services, with the references, quantities, prices and delivery terms.
ERP
Enterprise Resource Planning: the software that centralises orders, stock, purchasing, invoicing and accounting.
EDI
Electronic Data Interchange: the transmission of business documents (orders, invoices) in a standardised format, directly between two companies’ systems.
EDIFACT
International standard for EDI messages, used in particular in distribution and manufacturing (ORDERS message for orders).
OCR
Optical Character Recognition: technology that converts an image of text (scan, image PDF) into usable text.
IDP
Intelligent Document Processing: the extraction and structuring of data from a variety of documents using AI.
RPA
Robotic Process Automation: software robots replicate a user’s actions (clicks, copy and paste) in applications.
Order-to-cash
The complete cycle from receipt of the customer order through to collection of payment.
Item matching
Linking the description or reference used by the customer to the corresponding item code in your ERP.
Exception handling
The processing of requests that show an anomaly (unknown reference, price discrepancy, unusual quantity) through human validation.
Mapping
The correspondence defined between the data received (customers, items, units) and the data in your ERP.
Webhook
A notification sent automatically from one system to another as soon as an event occurs, for example an order being ready.
API
Application programming interface that allows two pieces of software to exchange data securely and automatically.
Automation rate
The share of requests processed in the ERP without human intervention, out of the total number of requests received.
Request for quotation (RFQ)
A request by which a customer asks for a price for products or services before placing an order.

Ready to simplify your customer communications?

Test ORKEST with a real customer email.

Order, quote, price, availability or question: see how ORKEST interprets it.

Test an email