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Small and medium business | Business Central, N...
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Automating the creation of sales orders from PDF form

Posted on by 5

New hire here. We are a company that sells lab supplies. We have an order form (fillable pdf created in word), that customers fill out and send back. Then a customer service creates a sales order and enters each order one by one. 

There has to be a better way! Any idea on how to make this process less manual? For example, is there a way we can have a form that can be imported and the sales order automatically creates filled with all of the items requested?

  • Suggested answer
    Suresh Kulla Profile Picture
    Suresh Kulla 43,745 on at
    RE: Automating the creation of sales orders from PDF form

    You might have to use Lexmark OCR

    docs.microsoft.com/.../across-how-use-ocr-pdf-images-files

  • ZoeZo Profile Picture
    ZoeZo 5 on at
    RE: Automating the creation of sales orders from PDF form

    Additional info: some of the products have short shelf lives and so customers (labs) send these order forms in frequently as they need to order items regularly and the amount is not consistent.

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