The Seven C’s
that are critical for transaction automation.


Sales Order Portal

Today’s Challenge

  • Streamline processing
  • Reduce errors
  • Reduce carbon footprint
  • Reduce cost
  • Improve service

Benefits of Automation

  • Efficiency – eliminate costly data entry errors.
  • Reliability – more correct orders to correct addresses, with faster turnaround.
  • Productivity – redeploy CSRs to direct sales/service activity.
  • Sustainability – reduce paper and printing dependence.

Invoice Portal

Today’s Challenge

  • Faster processing
  • Reduce errors
  • Improve visibility
  • Reduce cost
  • Improve productivity

Benefits of Automation

  • Efficiency – timely payment triggers early payment incentives.
  • Reconciliation – sales orders linked directly to corresponding invoice.
  • Accuracy – data discrepancies instantly resolved.
  • Productivity – reduced processing time.

Solving the problem that starts where EDI ends.

Reduce manual data entry
by 70% or more.

Empower your Customer Service Team with our Virtual Assistant.

Automatically finds discrepancies
and variations.
(e.g. Price, Product Code, Unit of Measure.)

Automatically sends change notifications to Buyer.

Automatically exports 70%-90% of your ‘paper’ sales orders without manual data entry.

Automatically complies with the order import capabilities of your system.

Spend more time serving your customers.

Don’t get caught by a scan (OCR is not the answer)!

System CapabilitiesPortalink C-SuiteOCR/ICR Scanning SystemsCheap Outsourced LaborStatus Quo
Automatically converts ‘paper’ orders into electronic data
Reduces manual data entry of ‘paper’ orders and associated human errors
Seamlessly integrates from end-to-end with ANY ERP and POS SOFTWARE without costly customization
Uses a data ‘capture’ method with 100% accurate text recognition rather than using inaccurate scanning as the primary method
No requirement for costly customization of the (ERP) database to automatically check product, pricing, and inventory data against the master baseline data of any software system
Includes a dynamic communication system to resolve order errors quickly and efficiently
Provides buyers with a transparent portal to track and monitor order status, delivery information and Business Intelligence reporting
Complements existing EDI platform and extends automation efficiencies to all trading partners
Offers a Risk Free Trial to test capability and benefits realization

Too good to be true? Let us prove it to you.

  • Thanks to Portalink, we have experienced a huge reduction in time spent correcting mistakes, adjusting addresses and taking phone calls from our logistics department, as well as the costs associated with re-delivery charges. 


    Cristian Ambrozie