Order-to-Cash Automation Without the Manual Work Between Your Systems
Shep connects your order channels to your ERP and fulfillment systems and automates the work between receiving an order and invoicing the customer. Rather than moving data from one system to the next, Shep automates the entire workflow, so orders are processed, acknowledged, shipped, and invoiced without manual steps involved.
- Automate repetitive order-to-cash steps across connected systems.
- Reduce rekeying, manual handoffs, and order processing errors.
- Manage orders, updates, and exceptions with greater visibility.
Trusted by leading brands
95%
Reduction in manual order process work
10X
Faster setup time with new integrations
ZERO
Additional tools needed for visibility and audit trails
Shep connects trading partners to NetSuite, SAP, Oracle, Microsoft Dynamics, Shopify, and major 3PL and WMS platforms. If your team depends on one of these, you’re working with a connection Shep already supports.
Connect Every Order Channel to One Automated Workflow
Orders can come in through EDI, ecommerce, marketplaces, retailer portals, emails, and PDFs. Each channel can use a different format, leaving teams to rekey order details, copy information between screens, or manually trigger the next step.
Shep brings these order sources into one automated order-to-cash workflow. It translates order data into the format your ERP expects and passes it to the systems that process it automatically. Instead of managing each channel as a separate manual process, teams can handle orders through the same platform, no matter where they originate.
- Bring orders from multiple customer channels into one workflow.
- Connect order data directly with ERP and fulfillment systems.
- Reduce manual handoffs between channels and internal systems.
Automate the Order-to-Cash Process From Order to Invoice
Without automation, every order can trigger a chain of manual steps. Someone keys it into the ERP, sends an acknowledgement, updates the customer when something changes, passes shipment details, and eventually triggers the invoice. Each step may just be a few minutes, but repeated across every order and trading partner, the manual work quickly stacks up.
Order-to-cash process automation with Shep reduces those manual steps throughout the lifecycle:
Orders are delivered to your ERP in the format it expects, whether they arrive as an EDI 850, marketplace order, or PDF.
Order and change acknowledgements are sent to the customer automatically from your ERP.
Status updates and shipment details reach the customer as the order moves through fulfillment, with nothing done manually.
Once the order ships, invoice data is generated through the workflow required by the customer.
Automate the Steps That Basic Integrations Leave Behind
A connection between two systems is not the same as automation. An order can sync to your ERP, while someone still needs to check it, send the acknowledgement, check for shipment updates, pass tracking details to the customer, and trigger the invoice. The data moved on its own, but the work around it didn't.
That’s where Shep goes beyond the basics. Its order-to-cash automation software automates the actions that follow each data transfer, sending acknowledgements, status updates, shipment details, and invoice data to the right systems and trading partners based on the order’s progress.
Shep’s order-to-cash automation:
Removes repetitive data entry and manual workflow steps by up to 95%.
Automates actions between systems, not just data transfers.
Reduces the amount of human intervention required to keep an order moving.
Keep Orders Moving When Exceptions Happen
When an order gets stuck, your team needs to know what happened before they can fix it. A missed ship window or incorrect quantity can lead to a retailer chargeback or a customer asking where their order is. Finding the problem often means checking the order channel, ERP, and warehouse system to work out where the order stopped.
Shep brings order activity and related transactions into one place, giving operators step-by-step visibility into what happened at every stage of the workflow. When something goes wrong, your team can see where the order stands and identify the step that needs attention.
With ZERO additional tools for visibility and audit trails, Shep helps you:
- See order activity and related transactions in one place.
- Identify exceptions that require attention.
- Spend less time checking multiple systems to understand what happened.
Add Customers and Order Channels Without Adding the Same Manual Work
Every new retailer, marketplace, or ecommerce channel can have its own order format and requirements. As those requirements multiply, so can the work involved in setting up connections, managing orders, handling acknowledgements and shipments, sending invoices, and updating inventory. Growth can quickly mean more integration projects and more manual work for operations.
Shep lets you connect new customers and order channels to automated workflows instead of creating a separate manual process for each one. Once the relevant order requirements are mapped, new trading partners can use the workflows you already have in place, with customers seeing 10x faster setup time for new integrations.
Connect additional customers and order channels.
Reuse automated workflows instead of creating new manual processes.
Grow order volume without growing manual effort at the same pace.
Get One Team Supporting Your Order-to-Cash Workflow
Troubleshooting can be frustrating when an order workflow runs through your ERP, EDI provider, and 3PL, leaving you questioning who owns the problem. One vendor points to the integration, another points to the order channel, and your team is left checking multiple systems while the order remains stuck.
Shep provides a managed platform with one team supporting the connected workflow. EDI, trading-partner connections, and workflows between order channels and all connected internal systems and warehouses are all managed through Shep. When an issue occurs, your team can work with people who understand how those systems connect instead of coordinating between multiple vendors, so you can spend more time focused on customers and higher-value work.
- Reduce the number of vendors involved in troubleshooting.
- Get responsive support when an order workflow has an issue.
- Work with a team that understands the connections between your systems.
Why Choose Shep for Order-to-Cash Automation?
Shep goes beyond connecting systems to automate the work that happens between them.
Up to a 95% reduction in manual order process work. Automate the steps basic integrations leave behind, from order entry and acknowledgements to shipment updates and invoicing.
75%* fewer integrations and customizations to your ERP. Connect order channels, ERP, and fulfillment systems through one platform. Shep works with NetSuite, SAP, Oracle, Microsoft Dynamics, Shopify, and major 3PL and WMS platforms.
*Based on 10 connections
ZERO additional tools needed for visibility and audit trails. See order activity, related transactions, and exceptions across the workflow, so your team spends less time checking multiple systems to understand what happened.
One team supporting your connected workflow. Get support for EDI, integrations, and order workflows from the same team, including on-the-phone help for mission-critical issues.
See What Changes When More of Your Order-to-Cash Process Is Automated
Ready to Automate More of Your Order-to-Cash Workflow?
Talk to us about the order channels, ERP, and fulfillment systems your team works with today. We'll show you where manual steps can be removed and how most customers go live with their first end-to-end process in weeks, not quarters.