Digital employee · Order intake
Automate order intake.
Digamma takes on your order intake: capture orders from email, PDF or Excel, check the details and deliver the agreed result into your systems. We develop, integrate and operate the digital employees that do the work.
Order case / B-2048
One order. Every source in view.
INDUSTRIECustomer order
B-2048
Excerpt from 12 line items
Line 07 remains linked to its original source.
bestellung_B-2048.pdf Source retained
- Customer & delivery address
- ✓ 10482 · matched
- Items & quantities
- ✓ Reference data checked
- Order reference
- ✓ No duplicate in this example
Commercial term differs.
Sales operations reviews the differing commercial term. Handover awaits authorised approval.
From project experience
PDF and Excel. Validated TXT output. A dedicated review path.
In an industrial project, PDF and Excel orders were converted into structured TXT output. A separate review path prepares unresolved cases. The first version was tested; the specific production handover remains part of the agreed project.
The work behind the record
Scattered information becomes a workable order case.
Email, attachments, master data checks and ERP handover belong to the same order. The work is handled within the agreed scope and documented for traceability.
Capture orders
Bring orders and related attachments together from agreed channels. Match customer references and check for possible duplicates.
Compare data
Check customers, delivery addresses, items, quantities, commercial terms and requested dates against approved reference data.
Prepare clarification
Prepare missing or contradictory information with its source and context. Follow-up questions and approvals follow the defined process.
Deliver the result
Provide the agreed import file or order in the defined ERP state. Document the handover and any outstanding decisions.
Standard order and exception
The same order. A clear processing status.
Standard order or price exception: switch between two workflows with example data. Commercial exceptions await authorised approval.
Processing result
The order is in your ERP.
Customer, items and commercial terms have been checked. The target system response confirms the handover.
Handover confirmedNext step
Your team continues in the ERP.No business decision is outstanding for this example order.
View validation details
Customer order · PDF / email
12 line items. One order.
- Customer
- Example Industrial Ltd.
- Order reference
- B-2048
- Customer account
- 10482
Agreed ERP state reached
In this example, the order has been created and the ERP confirmation recorded. The actual endpoint is agreed for your process.
The view shows a possible workflow with example data. Inputs, checks and handover are agreed for your process.
Delivery state
What exactly counts as done?
Before work starts, we agree which result Digamma delivers and how its handover is confirmed.
TXT / CSV
Import file
Checked data is provided in the agreed format. The subsequent import is part of the service only when explicitly agreed.
Delivered ≠ importedOrder draft
Prepared order
The order is available in the defined system state for review or approval. Preparation and posting are different results.
Prepared ≠ postedSystem response
Confirmed ERP handover
Where agreed and authorised, the order is created or posted in the target system. The system response confirms the agreed final state.
Confirmation recordedSystems and responsibility
Integrated into your process. Under business control.
Existing systems
Mailboxes, document sources and ERP are connected for the agreed workflow. We assess data access, interfaces and write permissions with your IT team.
Business decisions
New commercial terms, unresolved master data and commercial discrepancies go to authorised decision-makers. Specific delegations are defined separately.
Traceable work
Sources, checks, open issues and approvals are documented for the agreed handover. Retention and access rights depend on the operating model.
Ongoing operation
Digamma monitors processing, handles technical issues and implements agreed adjustments. Service hours, review tasks and escalation paths are specified together.