User Guide

1. How Is the Product Used in Day-to-Day Work?

Alta Via Order Agent is used to process customer orders received via email, typically as PDF documents. Instead of manually entering order data into NetSuite, the system automatically extracts the relevant information and prepares it for review.

Once a document is received, the system identifies key data such as customer, items, quantities, and prices, and matches it against NetSuite master data. A prefilled Sales Order is then prepared.

Users review and validate the data before saving the transaction. This ensures accuracy while significantly reducing manual effort.

Bottom line: Users work with prefilled data instead of manually entering orders, making the process faster and more reliable.

2. What’s Important for Users?

Order Agent Dashboard

The Order Agent dashboard is the central workspace for processing incoming orders. It provides an overview of all documents and their current status.

Orders move through the following stages:

• Pending – order received

• Processing – currently being processed

• Completed – successfully created

• Error – requires user action

Users can filter and search for orders:

• by user

• by date

• by subsidiary

• by keyword

From the dashboard, users can open documents, start processing, and review errors.

Automated Processing

The system automatically:

• uploads incoming documents

• extracts relevant data

• prepares a prefilled Sales Order

Users only need to review and confirm the data.

Access to Documents and Error Handling

Users can open the original document and compare it with the generated data.

If an error occurs:

• the issue is displayed in the dashboard

• the data can be corrected

• the process can be restarted

3. Using the Order Agent Dashboard

Open the Dashboard

Go to: Alta Via Order Agent > Dashboard

Process an Order

1. Select an order from the list

2. Click Process

Optional:

• Open the PDF to review the original document before processing

Review and Validate Data

After processing, a prefilled Sales Order is opened.

• The original PDF is displayed alongside the Sales Order

• Customer, date, and item lines are already filled in

• Differences between document and NetSuite data are highlighted

Adjust values if needed before saving.

Save the Sales Order

• Review all fields

• Click Save

After saving:

• the order status changes from Processing to Completed

• the Sales Order is created in NetSuite

Track Processing Status

The dashboard shows the current status of each order:

• Pending

• Processing

• Completed

• Error

This helps users keep track of all incoming and processed orders.

Handle Errors

If an error occurs:

• Open the order from the Error section

• Review the error details

• Open Staging Data

• Correct the data

• Retry processing

Summary: The dashboard provides a structured workflow where users review, validate, and confirm system-generated data to create accurate Sales Orders efficiently.