Order-to-Invoice Automation
Overview
Delivered for a Canadian UPS authorized dealer and in daily use since 2024. Each billing cycle has about 8,000 rows; the workflow matches every shipment to its standard rate, applies the agreed markup rules and produces CSV and PDF customer invoices. Unmatched shipments are listed for review before the final files are issued.
Key points
- Standardize incoming order and invoice records.
- Apply defined pricing and markup rules.
- Generate agreed CSV and PDF outputs.
- Keep calculations deterministic and source records traceable.
In pictures
Start with one small pilot.
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