Case
Easy2Send
CaseEasy2Send
About Easy2Send
Easy2Send specializes in fast transportation. From simple courier assignments to exclusive pieces and custom transports, they take on it with passion! Also in the field of specialty freight & logistics. Both nationally and internationally. The reputation of their couriers is proven reliable. Their acclaimed service is backed by state-of-the-art communication tools for Easy and real-time shipment information.
Converting and invoicing orders
Before Easy2Send arranges transportation for their customers, they must first send an invoice to the customer. Previously, Easy2Send had to manually enter all invoice information, such as address, pricing and order number, into a TMS (Transportation Management System). Then the payment link was sent and they had to update the order status in the original system.
With VionA's RPA robot, all these steps are now automated. An RPA robot retrieves the order, including all necessary information, and logs into the TMS. The robot automatically fills in all the data and sends the invoice. Then the robot converts the order status into the original system.
This automation not only saves Easy2Send time and costs, but also ensures that customers receive a payment request in their mailbox in no time.
Key features:
- An email trigger activates the RPA robot so that it immediately goes to work on every new order
- An RPA robot that retrieves data from a CRM system and flawlessly transfers it to the TMS
- Automatic billing to customers
- Verification of amounts in both systems to ensure compliance
- Automatic change of order status after completion of all steps by the robot
Convert payment status
After the customer pays the invoice, Easy2Send receives an email payment confirmation. Previously, Easy2Send had to track their mailbox to check which customers had paid and then manually change the status to "invoice paid" in their system. Thanks to VionA's RPA robot, this process is now fully automated.
When the payment confirmation arrives, a mail trigger automatically triggers the RPA robot. The robot retrieves the customer number from the email and looks up the customer in the TMS to update the payment status.
This simple automation eliminates the need for Easy2Send to constantly check their mailbox and ensures that all paid orders are processed directly into the system.
Key features:
- An RPA robot that gets to work immediately because of an email trigger.
- Automatic reading of the information from the payment confirmation.
- Automatic change of payment status after completion of all steps by the robot.
