How to Stop Typing Orders: AI-Powered Automation for Epicor Kinetic
This 30-minute session demonstrates how Fluent automates sales order entry for manufacturers and distributors using Epicor Kinetic, with customer purchase orders (received as PDFs, emails, or other unstructured formats) automatically captured, interpreted, and converted into accurate Sales Orders without manual data entry. Key topics include intelligent PO capture, customer and SKU matching, automated order creation, and real-time visibility and control to reduce errors and accelerate order-to-cash.
This 30-minute session demonstrates how Fluent automates sales order entry for manufacturers and distributors using Epicor Kinetic. Attendees will see how customer purchase orders (received as PDFs, emails, or other unstructured formats) are automatically captured, interpreted, and converted into accurate Sales Orders without manual data entry.
Key topics:
- Intelligent PO capture: Automatically ingests purchase orders from email, PDFs, images, and other formats using AI-powered document understanding.
- Customer and SKU matching: Uses AI to identify the correct customer and validate line items against Epicor’s item master, even when formats or descriptions vary.
- Automated order creation: Generates clean Sales Orders directly in Epicor Kinetic via native integrations, with configurable approval and exception workflows.
- Visibility and control: Provides real-time insight into order status, exceptions, and processing time improvements, so teams stay in control without manual work.
You’ll leave with a clear understanding of how AI can eliminate manual order entry, reduce errors, and accelerate order-to-cash, turning what used to take hours of rekeying into a fast, reliable, ERP-integrated process
Date
February 5, 2026
Time
2:00 PM - 2:30 PM ET
Webinar
Online Event
Hosts
Gonzalo Nuñez
Chief Technology Officer
Frequently Asked Questions
This event supports digital transformation initiatives by presenting a practical, ERP-integrated use case for applied AI in manufacturing and distribution environments. It demonstrates how automation modernizes a high-friction process without requiring a full system overhaul. The session positions AI-driven order entry as a foundational step toward broader operational efficiency and scalability.
After attending, participants will have a clear understanding of how AI-powered order automation works within Epicor Kinetic and whether it fits their organization. They will be equipped to evaluate internal processes and identify automation opportunities. The session provides enough clarity for teams to move forward with deeper technical discussions or a product demo.
This event provides a concrete example of how AI can extend Epicor Kinetic without replacing or disrupting existing ERP infrastructure. It shows how automation integrates directly into current workflows to enhance efficiency and control. For companies exploring ERP optimization, the session clarifies what is technically feasible and operationally practical.
The event addresses common challenges such as manual data rekeying, order entry errors, delayed processing, and limited visibility into order status. It explains how these issues affect customer satisfaction and internal productivity. The discussion connects automation directly to measurable improvements in order accuracy and processing speed.
The primary goal of this event is to show manufacturers and distributors how to reduce manual order processing time while improving data accuracy in Epicor Kinetic. The presentation outlines the operational impact of AI-driven order automation on customer service, fulfillment, and finance teams. It is designed to provide practical insight into how companies can modernize their order-to-cash workflow without increasing headcount.
Attendees will learn how AI extracts, validates, and posts purchase order data directly into Epicor Kinetic with minimal human intervention. The session explains how exception handling works when discrepancies occur in pricing, SKUs, or quantities. Participants will also understand how automation improves visibility, compliance, and overall order accuracy.
The event balances strategic insight with hands-on workflow demonstration to show both the business case and the operational mechanics of automation. Attendees gain an understanding of ROI drivers as well as system functionality. This dual focus helps leadership and technical stakeholders align around implementation decisions.
The event includes a practical walkthrough of how purchase orders are captured from email or PDF and converted into Epicor Kinetic sales orders. Viewers will see how the system validates customer data, matches items, and flags exceptions before posting transactions. The demonstration highlights real workflow steps rather than high-level theory.
This event is ideal for operations leaders, customer service managers, sales operations teams, IT directors, and ERP decision-makers using Epicor Kinetic. It is particularly relevant for organizations experiencing high volumes of emailed or PDF purchase orders. Executives evaluating automation, digital transformation, or ERP optimization initiatives will also gain strategic value.
This event demonstrates how AI-powered automation eliminates manual sales order entry in Epicor Kinetic by capturing and processing purchase orders automatically. Attendees will see how incoming POs from email and PDF formats are converted into validated sales orders inside the ERP. The session focuses on replacing repetitive data entry with intelligent workflows that improve accuracy and speed.
