Create models in seconds
Upload a sales order and watch as Affinda instantly predicts the data fields you need, helping you automate sales order processing in just a few clicks.
How to automate sales order processing with Affinda's AI
- 1
Upload your sales orders, your way
Email, drag and drop or connect via API.
- 2
Watch as it extracts your sales order data
Affinda's AI reads your sales orders with impressive contextual understanding. It splits and classifies documents, extracts and validates data, then transforms the output to match your business needs.
- 3
Automatically route the data to your systems
No manual data entry required. Affinda integrates seamlessly into your existing tech stack.
Extract any information from any document, fast
Affinda's AI reads, understands and extracts data from any sales order or document 
Cleanse and transform data
Affinda automatically converts extracted sales order data into the format your business system recognizes, ensuring it's ready for downstream processing. Need something custom? Use natural language to describe how you want the data to appear.
Apply business logic
Use natural language to write validation rules and apply your business logic to the data. This ensures the output meets your organization's requirements and enables straight-through sales order processing.
Combine the best of artificial and human intelligence
1B+ documents processed
10+ years of IP combined with the latest AI innovations
800+ customers
95% reduction in manual processing achieved
No need to talk to sales. Get started now
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No sales calls, no credit cards and no hidden features. Get all the power in your hands from day one.Upload documents
Drag and drop, email or upload via API. Affinda can handle any document, any file type and any layout with ease.See the magic
Watch as the platform predicts the information you want to extract, letting you build models in minutes, not months.Automating their document processes with AI
Frequently asked questions
What is sales order processing?
Sales order processing is the workflow businesses use to receive, capture, validate and fulfill orders from customers. Our AI sales order processing software automates this entire process – extracting order numbers, customer details, items, quantities, prices and delivery information. It reduces manual data entry, eliminates errors and speeds up fulfillment, ensuring orders flow accurately into your ERP, CRM and inventory systems.
What is sales order data extraction?
Sales order data extraction is the process of capturing and structuring key information from customer orders – including order numbers, dates, customer details, line items, quantities, prices and delivery information. Our AI sales order parser automates this process, transforming unstructured sales orders into accurate, structured data ready for your ERP, order management and downstream business systems.
What is sales order extraction?
Sales order extraction is the AI-powered capture of critical data from customer orders. Our sales order extraction software combines reading order models, OCR, LLMs, RAG and more to convert order information into structured data with high accuracy and faster processing times.
What is a sales order parser?
A sales order parser is software that automatically reads and extracts data from customer orders. It converts sales orders into structured, machine-readable formats your systems can use. Our AI sales order parser learns continuously, adapting to different layouts, formats and business rules with each interaction – then transforms the output into exactly the structure your ERP, CRM and order management systems need.
What is sales order line extraction?
Sales order line extraction captures the detailed item data within your order tables – including products, quantities, prices and reference numbers – and transforms it into structured, usable formats while preserving the relationships between each row. Our platform handles everything from simple line items to complex multi-page orders, grouped items and nested table structures.
What data fields can Affinda's AI sales order processing software extract?
Affinda's AI sales order processing software can capture data from any field on a customer order. Standard data fields include:
Order Details
- Order Number / Reference: Unique identifier assigned by the customer or seller to track the order.
- Order Date / Issue Date: Date when the order was placed or created.
- Customer Name / Bill To: Name of the customer or organization placing the order.
- Customer ID / Account Number: Unique identifier for the customer in your system.
- Billing Address / Shipping Address: Customer's billing and delivery locations, captured separately.
- Purchase Order Number (PO): Customer's internal reference number for the order.
- Delivery Date / Required By: Requested or promised delivery date for fulfillment.
- Payment Terms: Terms such as net 30, cash on delivery or payment due dates.
- Currency: Currency in which the order is priced.
- Sales Rep / Contact: Name or ID of the salesperson or customer contact managing the order.
Line Items
- Product Name / Description: Name or description of each item being ordered.
- SKU / Product Code: Unique identifier or stock keeping unit for the product.
- Quantity Ordered: Number of units requested for each line item.
- Unit Price: Price per individual unit or item.
- Line Total / Extended Amount: Total value for each line item, calculated from quantity and unit price.
- Unit of Measure (UOM): Measurement type such as pieces, boxes or kilograms.
- Discount / Promotional Code: Any discounts or promotional adjustments applied to the line item.
- Tax Rate / Tax Amount: Applicable tax percentage or dollar amount for each item.
- Item Notes / Special Instructions: Additional notes or handling instructions for specific products.
Other Fields
- Subtotal / Total Amount: Sum of all line items before and after tax.
- Shipping Costs / Freight Charges: Delivery fees or freight charges applied to the order.
- Order Notes / Comments: General notes, special requests or fulfillment instructions.
- Page Number / Multi-Page Orders: Page indices for orders spanning multiple pages.
Need custom fields or a specific structure? Simply define them in the UI or describe them in natural language and Affinda will extract and map them automatically.
What file types does Affinda's AI sales order processing solution support?
Our AI agents can process any file type. Supported file types include PDF, JPG/JPEG, PNG, TIFF, DOC/DOCX (Word), XLSX (Excel), HTML and TXT/CSV.
How does Affinda process sales orders and extract sales order data?
Affinda's AI agents read, extract and validate sales order data. Our platform is intuitive to set up and easily integrates into your systems. Simply:
- Upload your sales orders via drag-and-drop, email or API.
- Configure business logic to match your organization's rules and workflows.
- Let Affinda check and validate extracted data against your business logic and ERP, CRM, order management or inventory systems to ensure accuracy.
- Access structured sales order data directly within your systems.
The result? Faster, more accurate sales order processing with minimal manual input.
Can Affinda extract data from scanned or image-based sales orders?
Yes. Our AI sales order processing platform combines OCR with retrieval augmented generation (RAG), LLMs, agentic workflows, proprietary reading order algorithms and more, to automatically detect and process data from scanned or photographed invoices (PDF, JPG, PNG). Even low-quality images are automatically enhanced for reliable data capture and processing.
What language does Affinda's AI sales order automation platform support?
Our AI sales order processing platform can automatically detect and process sales orders in 50+ languages, including multilingual sales orders containing more than one language. Supported languages include: Afrikaans, Albanian, Amharic, Arabic (Standard, Egyptian, Sudanese, Algerian, Moroccan, Levantine), Bahasa Indonesian, Bengali, Bhojpuri, Bulgarian, Burmese, Chinese (Mandarin [PRC/Taiwan], Cantonese, Wu, Min Nan, Jinyu, Xiang, Hakka), Croatian, Czech, Danish, Dutch, English, Estonian, Finnish, French, German, Greek, Gujarati, Hebrew, Hindi, Hungarian, Italian, Japanese, Javanese, Kannada, Korean, Latvian, Lingala, Lithuanian, Macedonian, Malayalam, Marathi, Nepali, Norwegian, Odia, Persian (Farsi), Polish, Portuguese, Punjabi (Western and Eastern), Romanian, Russian, Slovak, Slovenian, Somali, Spanish, Swahili, Tagalog, Tamil, Telugu, Thai, Turkish, Ukrainian, Urdu, Vietnamese, Yoruba.
Does Affinda integrate with ERP, CRM, order management, and inventory systems?
Yes. Our AI sales order processing platform connects with 400+ downstream systems, including all major ERP, CRM, order management and inventory platforms. Build no-code integrations using our AI integrations agent, or develop custom workflows with our APIs – whatever suits your sales order data extraction needs.
What are some examples of AI sales order workflow automations?
AI sales order processing automates and optimizes order workflows across multiple business units such as:
- Sales and Order Management: Accelerate order entry and eliminate manual keying by extracting data from any customer order format. Business-rule validation catches missing POs, pricing errors, incorrect quantities and duplicate order numbers before they reach fulfillment.
- Fulfillment and Operations: Speed up order-to-delivery cycles with instant data extraction and automated order-to-invoice matching, reducing fulfillment delays and improving customer satisfaction.
- Finance and ERP Teams: Feed structured order data directly into your financial and inventory systems to improve reconciliation, demand forecasting and operational visibility across the supply chain.
What is a sales order OCR data extractor?
A sales order optical character recognition (OCR) data extractor scans and accurately captures information from customer orders, regardless of format or language. Upload sales order documents in PDF, JPG or PNG formats. The OCR technology first converts the documents into a text layer, ensuring all text (even from scans, photos or handwriting) is captured. Affinda's AI models then identify and extract key fields such as order numbers, customer details, dates, line items, quantities, unit prices, delivery information and reference numbers, transforming them into structured, usable data.
This automation eliminates manual order entry, reduces errors and speeds up fulfillment. Once the sales order data is captured and structured, our AI sales order processing pipeline can apply machine validation and post-processing to enable seamless integration with ERP, CRM, order management and inventory systems.
Businesses in sales, retail, manufacturing, distribution and e-commerce rely on Affinda's AI for their order entry, fulfillment and order management processes, streamlining workflows and improving overall efficiency.