Sales Operations Automation

Orders arrive from many channels.
If one breaks a rule, the agent stops.

Sales operations take the order, check price and stock, start the shipment and keep the customer informed. Because orders come in through different channels such as email, marketplaces and portals, data entry is repetitive and error-prone. Nisus places robots and AI agents at specific points in this flow; when an order breaks a rule, the agent stops the work and leaves the decision to the sales team.

6 placement points
11 process packages
The sales team decides

How sales operations work

An order goes through four stages. At each stage, data from different channels is tied to the same record.

1
Order entry
The order is taken from any channel, matched to the customer and product and entered in the ERP
Inputs
Email and PDF orders, marketplaces and B2B portals
Output
→ ERP order record
2
Validation
The price is checked against the contract, the open balance against the credit limit
Inputs
Price list and contracts, customer balance and limit
Output
→ An order released, or sent for approval
3
Shipping and notification
Confirmation, shipping and delivery details go to the customer; incoming requests are handled
Inputs
Stock and shipping system, CRM and request records
Output
→ Confirmation and delivery date notice, delivery note and invoice, customer update
4
Reporting
Channel and customer profitability is tracked; returns and cancellations are settled
Inputs
Sales, discount, return and cost data
Output
→ Sales and channel report

Where it goes wrong today: Every channel has its own format and data is entered by hand. Orders over the price or limit are often noticed late. Customers have to call to find out where their order is. Here automation directly improves both delivery time and customer communication.

Where we place agents in the flow

A robot, an AI agent or both together (hybrid) sit at six points in the flow.

1
Order entry
2
Validation
3
Shipping and notification
4
Reporting

Running1/6

1 · Order entryRobot

Multi-channel order entry

RobotCollects email, PDF and portal orders and parses them with each channel's template
RobotMatches customer, product and quantity to master data
RobotRecords matches in the ERP in one format and attaches the document to the order

What it protects you from

Formats that change from channel to channel, and line errors missed in manual entry

The brake: where people decide

At every placement, the sales team has the final say. Where the agent is unsure, it does not finish the work but asks the owner; once the owner decides, the flow continues where it stopped.

Placement	When the agent stops	The owner's decision
Multi-channel order entry	A customer or product does not match master data	The account representative resolves the mismatch; the robot records the corrected order
Price and credit limit check	The price breaks the contract or the limit is exceeded	The sales manager or finance approves or rejects the blocked order
Order confirmation and delivery notice	The customer objects or makes a special request	The account representative steps in on that order only
Customer request classification	A reply draft is ready	The representative edits the draft and sends the reply personally
Channel and profitability monitoring	The weekly deviation summary is ready	The sales manager reviews the summary and starts the action
Returns and cancellations	An eligibility suggestion is ready	The sales owner approves the return decision and amount

Multi-channel order entry

A customer or product does not match master data

The account representative resolves the mismatch; the robot records the corrected order

Price and credit limit check

The price breaks the contract or the limit is exceeded

The sales manager or finance approves or rejects the blocked order

Order confirmation and delivery notice

The customer objects or makes a special request

The account representative steps in on that order only

Customer request classification

A reply draft is ready

The representative edits the draft and sends the reply personally

Channel and profitability monitoring

The weekly deviation summary is ready

The sales manager reviews the summary and starts the action

Returns and cancellations

An eligibility suggestion is ready

The sales owner approves the return decision and amount

What you gain

Orders are entered at the same speed and quality whatever the channel.
Orders outside price or limit stop before they ship.
Customers are informed before they need to ask.
Request response times become measurable and traceable.
Discount and margin drift are caught within the period.
In busy periods the team spends its time on customers and exceptions instead of data entry.

We work out the gain at your volume together in the process review.

Let's Review Your Processes Together

What we have done in this department

Processes running live in our library

Price list update
Marketplace commission and invoice matching

Ready process packages

The process inventory for all of sales operations. "Live" processes run in our library; "Ready pattern" processes adapt a robot that already works the same way; "Proposed design" is a new proposal derived from existing patterns.

Main function	Process	Type	Status
Order management	Order entry and credit limit check	Robot + human approval	Proposed design
	Order confirmation and customer notice	Robot	Proposed design
	Delivery and shipment planning	Robot	Ready pattern
Prices and contracts	Price list update	Robot	Live
	Contract renewal and price increase	Robot + human approval	Proposed design
Marketplace and channel operations	Marketplace commission and invoice matching	Robot	Live
	Product and stock synchronisation	Robot	Proposed design
Customer requests	Request and complaint logging	Hybrid	Ready pattern
	Return and cancellation requests	Hybrid	Proposed design
Receivables	Overdue receivable tracking and reminders	Robot	Proposed design
Sales reporting	Sales report compilation and distribution	Robot	Ready pattern

LiveReady patternProposed design

- Order entry and credit limit check · Robot + human approval · Proposed design
- Order confirmation and customer notice · Robot · Proposed design
- Delivery and shipment planning · Robot · Ready pattern
- Price list update · Robot · Live
- Contract renewal and price increase · Robot + human approval · Proposed design
- Marketplace commission and invoice matching · Robot · Live
- Product and stock synchronisation · Robot · Proposed design
- Request and complaint logging · Hybrid · Ready pattern
- Return and cancellation requests · Hybrid · Proposed design
- Overdue receivable tracking and reminders · Robot · Proposed design
- Sales report compilation and distribution · Robot · Ready pattern

Frequently asked questions

Does the agent reply to customers on its own?

No. The agent classifies the request and drafts a reply; the representative edits and sends it. Routine confirmations and shipping notices go out from the robot using set templates.

Our orders arrive in a different format on each channel. Can they be read?

Yes. The robot uses a separate template for each channel. A customer or product it cannot match goes to the representative; the robot never fills it with a guess.

Does the robot release blocked orders?

The robot only releases orders that follow the rules. Orders over the price or limit go to the sales manager or finance for approval; the decision and its reason are recorded.

Do you need to change our ERP or marketplace accounts?

Robots work through your existing screens and portals; your ERP does not need to change. Connections are set up through Central Agent.

Let's look at your sales operations flow together.

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Sales Operations Automation

How sales operations work

Order entry

Validation

Shipping and notification

Reporting

Where we place agents in the flow

Multi-channel order entry

The brake: where people decide

Multi-channel order entry

Price and credit limit check

Order confirmation and delivery notice

Customer request classification

Channel and profitability monitoring

Returns and cancellations

What you gain

What we have done in this department

Ready process packages

Frequently asked questions

Let's look at your sales operations flow together.