AI Sales Order Processing & Data Extraction Software

Automating their processes with AI

Affinda has removed the laborious workload from our accounts staff, who now focus on quality assurance and management of any outliers.

- Nathaniel Barrs, CTO, PSC Insurance

95%

reduction in manual work

10×

more invoices processed with no added staff

Enhanced auditability and tracking of invoice approvals

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Customer satisfaction is always our top priority, and Affinda has helped us achieve that by eliminating phone calls, manual handling, and delays.

- Jorg Both, Head of Business Systems, Northline

120,000

proof of delivery documents processed annually

82%

of documents straight-through processed in the first weeks

Automatic validation of documents against ERP system

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Two recruitment specialists reviewing a list of candidates

Affinda's ongoing improvements in its AI models demonstrate its innovative approach in Document AI.

– Michael Zhao, AI Product Manager, SEEK

High accuracy parsing across multiple languages
Improved customer experience thanks to better structured data
Stronger compliance with international data security and software standards

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Affinda’s support and expertise were invaluable… The experience working with Affinda was excellent.

- Nick Tran, Business Analyst, StateCover Mutual

300,000

documents processed annually

80

different document types

60%

Enhanced auditability and tracking of invoice approvals

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Logistics manager reviewing paperwork onsite

The results have spoken for themselves. I recommend Affinda to anyone looking to enhance their product or business with AI capability.

- Steve O’Keeffe, CTO, Felix

76%

reduction in manual data input

30%

reduction in compliance data errors

85,000

compliance documents processed annually

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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 an 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/DOCsales order (Word), sales orderLSsales order (Excel), HTML and Tsales orderT/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 & 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 & 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 & 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 an 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.

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The AI platform for sales order processing

How to automate sales order processing with Affinda's AI

Upload your sales orders, your way

Watch as it extracts your sales order data

Automatically route the data to your systems

Extract any information from any document, fast

Create models in seconds

Cleanse and transform data

Apply business logic

Pathway 1: Use our AI integrations agent

Pathway 2: Write your own code

Get AI agents to process your sales orders

Automate sales order processing with 99%+ accuracy

See ROI in weeks, not months

AI that instantly learns from your sales order and adapts

Easy integration, zero disruption

Configure your sales order model, customize and maintain control

Enterprise-grade security

Combine the best of artificial and human intelligence

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Automating their processes with AI

95%

10×

120,000

82%

300,000

80

60%

76%

30%

85,000

Try AI sales order processing for free

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