Case study
Purchase to Invoice Automation for Global Manufacturer
A global manufacturing leader using multiple ERP systems — ODOO for regional sales and Oracle ERP for global production — was facing operational delays due to the volume of daily purchase enquiries. Teams had to manually review incoming requests, identify requirements, generate pricing, and create proforma invoices.
Faster Lead Conversion
With faster quote turnaround
Increased
Accuracy
Accuracy in reading multi-format inputs
Reduction in Manual Workload
Across management cycle
Decreased
Objectives
The client was facing operational delays due to the volume of daily purchase enquiries.
Automate the entire purchase order to invoice cycle
Enable seamless document reading and pricing generation
Standardize quote generation and customer communication
Integrate workflows across multiple ERP platforms
Key Results & Analytics
Metric
Outcome
Key Analytics
Our Approach
We built a modular automation workflow that captured and interpreted inquiries received via Email, PDF, Excel, HTML, or Word. The automation then created leads in the CRM, converted them to opportunities, generated BOMs, calculated pricing, included tax/shipping info, and sent proforma invoices to clients.
This full-cycle automation ensured consistency, accuracy, and speed while integrating tightly with both ODOO and Oracle systems.
Engineering & Integration
Document parser to extract and classify content from multiple formats
Logic layer to map parts, packages, and pricing schemes
Integration with both ODOO and Oracle ERP for quote and invoice management
RPA Solution Factory and Prioritization Matrices for streamlined delivery
Client Satisfaction
“This end-to-end automation didn’t just save time—it improved sales velocity and gave us better visibility across global operations.”
5.0
/ 5.0
Global Manufacturing Company
Client