Order to Cash (O2C)

Streamline Your Sales Cycle with docuflow

Transform Order to Cash with Seamless Content Automation

The Order to Cash (O2C) process is at the heart of revenue generation, encompassing order capture, invoicing, payment processing, and reconciliation. For SAP-driven enterprises, managing this flow efficiently is critical to maintaining cash flow and customer satisfaction.

docuflow optimizes O2C by automating document workflows, linking order confirmations, invoices, and shipping documents directly to SAP transactions. This enables real-time access, faster payment cycles, and seamless compliance.

01 Automated Order Processing

Eliminate manual data entry and accelerate order fulfillment with intelligent document capture:

  • Digitally capture sales orders, order confirmations, and shipping labels.
  • Real-time synchronization with SAP Sales Cloud and SAP S/4HANA.
  • Automated archiving for faster retrieval and audit readiness.

02 Real-Time Invoice Management

Streamline invoicing with automated generation, routing, and archiving:

  • Automatically generate invoices upon order completion.
  • Real-time updates to SAP for instant processing and visibility.
  • Compliance-ready storage with automated metadata tagging.

03 Credit & Collections Tracking

Manage credit approvals and collections with seamless document handling:

  • Digitally archive credit applications, approval letters, and payment schedules.
  • Track overdue invoices and payment disputes with real-time updates.
  • Ensure compliance with audit-ready document trails.

04 Contract & Sales Documentation

Centralize contract management with automated capture and archiving:

  • Digitally store sales agreements, service contracts, and client proposals.
  • Instant retrieval of documentation from SAP interfaces.
  • Real-time updates and audit trails for every document interaction.

05 Compliance-Ready Archiving

Ensure order documentation is always compliant and audit-ready:

  • Real-time audit trails for all sales documents and approvals.
  • Automated retention policies to meet GDPR, HIPAA, and SOX compliance.
  • Digital signatures and time stamps for secure verification.

06 Real-Time Visibility

Gain live visibility into order processing and payment cycles:

  • Instantly track order statuses, invoices, and shipping confirmations.
  • Real-time reporting on approvals, pending tasks, and payment status.
  • Enhance transparency across sales, finance, and IT departments.

07 Scalable Cloud Storage

Expand your sales document storage with cloud-based solutions:

  • Offload unstructured content to Box, SharePoint, or AWS S3.
  • Reduce SAP database load and improve processing speeds.
  • Ensure secure, compliant archiving with role-based access controls.

08 Lower Administrative Overhead

Minimize manual document handling with automated workflows:

  • Digitally capture sales orders and invoices for faster processing.
  • Automated routing reduces time spent on manual approvals.
  • Cut labor costs associated with data entry and paper-based processing.

09 Enhanced Compliance & Audit Readiness

Maintain full compliance with global sales and financial standards:

  • Automated archiving and real-time metadata tagging ensure audit readiness.
  • Role-based access control prevents unauthorized document handling.
  • Secure digital signatures for contract validation and traceability.

10 Future-Ready for Expansion

Optimize your O2C process for seamless migration to SAP S/4HANA:

  • Real-time synchronization with S/4HANA for effortless upgrades.
  • Support for multi-currency invoicing and global order management.
  • Enhanced scalability with cloud-native storage solutions.

Why Choose docuflow for Order to Cash?

Ready to Modernize Your Order to Cash Workflows?

Discover how docuflow can optimize your O2C processes with seamless integration, real-time document access, and enhanced compliance.