Faster throughput
Orders run through without manual re-entry – from capture to dispatch.
Order Assistant · Worker
Automate order processing & order management
The digital worker handles customer orders end to end: from capture through billing and shipping to returns and after-sales.
What the Order Assistant handles:
- Capture & check orders
- Manage availability & picking
- Trigger billing & shipping
- Process returns & after-sales
- up to 74 % Automation
- 24/7 Available
- BPMN 2.0 auditable
Benefits
Benefits for order processing
How a digital worker speeds up the order process: fewer errors, happier customers.
Fewer errors
Automatic checks of master data, prices and availability reduce incorrect and duplicate entries.
Happy customers
Transparent status and fast handling of orders, returns and enquiries strengthen customer loyalty.
A relieved team
Inside sales gains time for advice and complex cases instead of routine data entry.
Areas of use
Typical tasks in order processing
From the order to after-sales: the Order Assistant automates the entire order process.
Order & quotation
- Order capture from web form, shop, fax & phone
- Guided order entry incl. order confirmation
- Picking, line-item splitting & set building
- Payment terms, expense rates, discounts & validity periods
- Approval workflows with escalation & deputy rules
- Forecast planning & CRM reconciliation
Delivery, billing & after-sales
- Automatic notification to dispatch & invoicing
- SCHUFA interface for credit checks
- Order progress & payment defaults in view
- Linked to invoices, contracts & credit notes
- Open item lists incl. dunning
- Returns processes & complaint management
Standards & integrations
ERP, shop & logistics integration
The Order Assistant connects ordering channels, ERP and logistics without media breaks.
ERP, CRM, PIM & DMS
Integrated with PIM, merchandise management, ERP, CRM and DMS – or as a web-based stand-alone portal.
All incoming channels
Web forms, shops, payment systems, fax & phone brought together centrally.
Credit checks & audit trail
SCHUFA credit checks, flexible delivery terms and audit-proof archiving.
Automation levels
Assistant · Agent · Worker
Three automation levels – matched to the task.
Digital Assistant
BPMN rule-based
Works strictly according to compliance and process rules (BPMN 2.0 & process engine) – perfect for structured rule sets and guided case handling, even in high-security areas.
Digital Agent
AI-powered
Understands unstructured data, emails and contracts via LLMs, takes over complex checks and decisions – autonomous tasks complementing existing systems.
Digital Worker
Autonomous AI orchestration
Solves whole processes autonomously and connects individual AI agents into teams – autonomous data transfer between legacy systems and web APIs, without media breaks.
Process
How it works
Job profile
Analyse tasks & workflows.
Configure
Model persona & processes (BPMN 2.0).
Connect
Integrate systems & data.
Operate
Cloud or on-premise, GDPR-compliant.
Optimise
Monitoring & governance.
Target groups
Which departments & industries?
The Order Assistant is tailored to order processing and inside sales – from retail to industry.
Sales & inside sales
- Inside sales
- Order centres
- Customer service
- Key account support
Retail & e-commerce
- Wholesale & retail
- Online shops & marketplaces
- Mail order
- B2B distribution
Industry & services
- Manufacturers & suppliers
- Spare parts & service business
- Order-driven service providers
- Mid-sized companies & corporates
More workers
Related digital workers
Frequently asked questions
The most common questions about the Order Assistant.
What does the Order Assistant do exactly?
The Order Assistant handles customer orders end to end – from capture through availability checks, billing and shipping to returns and after-sales.
How high is the automation level of the Order Assistant?
Around 74 % automation is achievable for the typical tasks of the Order Assistant – we determine the exact figure from your role profile.
Which channels can the Order Assistant take orders from?
From orders by email, online shop, EDI, marketplace or customer portal – all of them are brought together in one process.
Can the Order Assistant be integrated with my ERP?
Yes. It connects to SAP, Microsoft Dynamics and other ERP and merchandise management systems via open standards, APIs and connectors.
Can the Order Assistant process returns?
Yes. It processes returns and complaints, issues credit notes and triggers replacement deliveries.
Is order processing traceable?
Yes. Orders and documents are recorded in an audit-proof way – based on the open BPMN 2.0 standard.