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  • 1.  Scan - Mapping Software to automate Sales Order Entry

    Posted Sep 07, 2022 09:22 AM

    Does anyone have scanning software they would recommend?  We are looking to scan customer PO's, map and automate the sales order entry process.  May expand to payables at a later date.

    Nancy Kurtenbach


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    Nancy Kurtenbach
    Director of Finance
    Outlook Nebraska
    4125 S 72nd St
    T: 531.365.5324
    M: 402.677.7111
    F: 402.933.1616

  • 2.  RE: Scan - Mapping Software to automate Sales Order Entry

    Posted Sep 09, 2022 10:21 AM
    Edited by Eric Guether Sep 09, 2022 10:21 AM
    Hi, Nancy.  While my company has not yet implemented full-blown AP Automation for all vendor AP invoices, we use DocStar [branded as Epicor ECM / Epicor IDC] to capture data from some AP invoices via OCR scanning and load into GP AP.  

    We also use DocStar to scan "service" POs from some customers and create a text file to import those as Sales Order into a non-GP order mgmt. system.

    Epicor IDC -- Intelligent Data Capture -- is the OCR scanning part of DocStar.  Epicor ECM -- Enterprise Content Mgmt. -- is the document mgmt. / storage / retrieval part of DocStar (and the main module when most people mention DocStar].

    I would suggest you take a look at DocStar [Epicor ECM / IDC].

    However, if I were starting my search from the beginning like you are, I would suggest you also look into these options based on other people's comments on this board as well as another board for Epicor that I monitor:

    Eric Guether
    East Coast Warehouse
    Elizabeth NJ

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