Case
Easy2Send
CaseEasy2Send
About Easy2Send
Easy2Send specializes in fast transport. From simple courier orders to exclusive items and customized transports, they take it on with passion! Also in the field of specialty freight & logistics. Both nationally and internationally. The reputation of their couriers has proven to be reliable. Their acclaimed service is supported by state-of-the-art Easy communication tools and real-time shipment information.
Converting and invoicing orders
Before Easy2Send arranges transport for their customers, they must first send an invoice to the customer. In the past, Easy2Send had to manually enter all billing information, such as address, prices and order number, into a TMS (Transport Management System). The payment link was then sent and they had to change 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 data and sends the invoice. The robot then 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 starts working immediately with every new order
- An RPA robot that retrieves data from a CRM system and transfers it flawlessly to the TMS
- Automatic billing to customers
- Control of amounts in both systems to ensure compliance
- Automatic order status change after completion of all steps by the robot
Convert payment status
After the customer has paid the invoice, Easy2Send receives a payment confirmation by email. Previously, Easy2Send had to keep track of 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, the RPA robot is automatically activated by a mail trigger. The robot retrieves the customer number from the email and searches the customer in the TMS to update the payment status.
This simple automation ensures that Easy2Send no longer has to continuously check their mailbox and that all paid orders are processed directly in the system.
Key features:
- An RPA robot that gets started immediately thanks to an email trigger.
- Automatic reading of payment confirmation information.
- Automatic change of payment status after completion of all steps by the robot.
