Faster sales and material planning
Sales Order Fulfillment Planning
Read customer orders, match SAP master data, aggregate material demand, and generate standardized fulfillment plans for material control.
Solution overview
This case centers on sales-order shipment forecasting. ClawX reads customer orders and extracts key fields, matches material numbers, customer codes, warehouses, and other information against SAP master data, and then outputs a standardized fulfillment plan through Excel.
The goal is not to replace sales-planning decisions, but to turn repeated lookup, matching, aggregation, and recalculation into a verifiable automated process.
- Business scenario
- Automatically recognize customer orders; match material numbers, customer codes, warehouses, and other information; generate a material demand plan; and support material control in preparing inventory.
- Entry points
- Customer orders (Excel/email) + ClawX + SAP + Excel.
- Current workload
- 2–5 sales-planning specialists processing hundreds to thousands of order records each day.
- Execution cycle
- Updated daily and adjusted whenever customer orders change.
- Outcome after adoption
- Orders are recognized automatically, master data is matched automatically, and material demand is aggregated automatically; staff only review exceptional orders.
Acceptance criteria
| Before | After | |
|---|---|---|
| Automatic order-recognition completion rate | Read orders manually, one by one. | Automatically extract key fields including customer, material number, quantity, and delivery date. |
| Automatic master-data matching completion rate | Manually query SAP and historical worksheets. | Automatically match material numbers, customer codes, and warehouses. |
| Reduction in manual data preparation | Repeatedly copy and link multiple Excel worksheets. | ClawX executes repetitive preparation actions in batches. |
| Fulfillment-plan generation efficiency | Preparation takes hours. | After order import, material demand is automatically aggregated and the result is output. |
| Standardized output | Worksheet formats vary by staff member. | The fields and format of fulfillment plans for material control are fixed. |
Customer background and business challenge
Enterprise type
Large electronics manufacturing services (EMS) enterprise where customer orders change frequently and rapid delivery and inventory-preparation responses are required.
Business department
Sales planning team, responsible for customer-order processing, demand preparation, and coordination with material control.
Knowledge sources
Customer order templates, SAP material master data, customer-code rules, warehouse mappings, and the sales-planning SOP.
Current pain point
Customer orders come from many sources and use inconsistent formats; orders require manual matching of material numbers, customer codes, and warehouses; multiple Excel worksheets must be repeatedly linked and aggregated; material-demand statistics depend on manual calculations; and fulfillment plans must be rebuilt after order updates.
Implementation panorama
Before · SOP
- 1Receive customer orders
- 2Prepare Excel
- 3Match material numbers
- 4Match customer codes
- 5Match warehouses
- 6Calculate order demand
- 7Aggregate material demand
- 8Output the fulfillment plan
- 9Send to material control
After · SOP
- 1Import customer orders
- 2ClawX automatically recognizes orders
- 3Automatically match SAP master data
- 4Automatically match customer codes and warehouses
- 5Automatically aggregate material demand
- 6Generate the fulfillment plan
- 7Human confirmation
- 8Send to material control
Real-world workflow
Import orders
Import customer orders from email or Excel into ClawX.
Intelligent recognition
Extract fields including customer, material number, quantity, and delivery date.
SAP matching
Match material master data, customer codes, and warehouses.
Aggregate demand
Aggregate fulfillment demand by material, customer, and warehouse.
Output plan
Generate a standardized fulfillment plan and send it to material control.
Implementation results and value data
| Before | After | |
|---|---|---|
| Order-processing time | 2–3 hours | 20–40 minutes |
| Master-data matching | Manual lookup | Automatic matching |
| Excel data preparation | Manual processing | Automatic processing |
| Archive completeness | Multiple Excel versions | A unified result is generated automatically |
| New-hire training cycle | 2–3 weeks | 5–7 days |
| Exception-review efficiency | Manual inspection of all orders | Exceptional orders are flagged automatically |
Before-and-after comparison
Before
After receiving customer orders, sales-planning specialists must match each one against SAP master data, confirm material numbers, customer codes, and warehouses, aggregate material demand across multiple Excel worksheets, and generate a fulfillment plan for material control.
After an order is adjusted, the entire preparation process must be performed again.
After
ClawX automatically reads customer orders, recognizes order data, matches master data, aggregates material demand, and generates a fulfillment plan. Sales staff only need to confirm exceptional data before material control can arrange inventory preparation.
Delivered value
Automatic customer-order recognition
Reduce manual data entry.
Automatic master-data matching
Improve the accuracy of material numbers, customer codes, and warehouses.
Automatic material-demand aggregation
Accelerate fulfillment-plan generation.
Standardized output
Unify the fulfillment-plan format.
Sales–material control collaboration
Improve cross-department response efficiency.
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