Order Agent · Order-to-cash

From confirmed quote to a correct SAP order.

The Order Agent validates order data, creates the sales order in SAP and keeps Salesforce in sync. It flags exceptions before they reach your customer.

  • Salesforce
  • SAP
  • Microsoft
Review your order processAll agents

Less re-keying. More correct orders.

Today

  • Quotes are created in Salesforce, then orders are re-keyed manually in SAP.
  • Missing or conflicting data surfaces late.
  • Queries bounce between email, Excel and Teams.
  • The order status in Salesforce lags behind SAP.

With voluro

  • The agent handles the hand-off from Salesforce to SAP.
  • Order data is checked against business rules before the order is created.
  • Missing information is requested specifically.
  • Status and deviations are current in both systems – only exceptions are escalated.

What the Order Agent does.

  1. Detect the trigger

    A won opportunity or confirmed quote in Salesforce starts the process.

    Salesforce

  2. Load context

    Customer, opportunity, contract, product rules and the SAP customer master are brought together.

    Read

  3. Validate order data

    The agent checks business rules and spots missing or inconsistent details.

    Decide

  4. Create the SAP order

    It prepares the sales order and creates it in SAP S/4HANA via API.

    Act

  5. Sync the CRM

    Salesforce is updated and the order confirmation is prepared via Microsoft 365.

    Document

  6. Monitor status

    The agent keeps tracking the order and flags deviations to sales or operations.

    Escalate

Order Agent. Detects won opportunities in Salesforce, creates the SAP sales order and confirms to the customer.

Interactive visualization showing an AI agent coordinating an order process across Salesforce, SAP and Microsoft systems.
Secure execution

Order Agent

Ready

Ready

  1. Salesforce

    New opportunity · ACME GmbH · € 84,500

    (pending)

  2. Order Agent

    Context loaded · business rules evaluated

    (pending)

  3. SAP S/4HANA

    Sales order #104872 created

    (pending)

  4. Salesforce

    Stage: Proposal → Closed Won

    (pending)

  5. Microsoft

    Confirmation sent to purchasing@acme.de

    (pending)

  6. Completed

    8 actions · 0 manual handovers · fully logged

    (pending)
Monitoring · waiting for activity…

Systems involved.

The Order Agent works within your existing landscape – via APIs, events and an integration layer.

  • Salesforce

    • Sales Cloud
    • Opportunity
    • Quote
    • Account

  • SAP

    • SAP S/4HANA
    • Sales order
    • Customer master
    • Order-to-cash

  • Microsoft

    • Integration Services
    • Teams
    • Outlook
    • Azure AI

Questions about the Order Agent.

Can the agent post to SAP on its own?

Only if you allow it. Policies define which actions the agent performs autonomously and which need human approval – special terms or orders above a defined value, for example.

What happens when data is missing or does not fit?

The agent does not create a faulty order. It identifies the missing information, requests it specifically and escalates to the responsible person when a decision is needed.

What data leaves our systems?

The agent only uses the data it needs for each step, under its own permissions. Running in EU regions and the choice of model are options we settle together in the architecture.

How do we get started?

With a Process & AI Scan of your order process. The outcome is a clear pilot scope for a Proof of Value on real systems with real data.

Read on.

Which process still costs you too much time?

30 minutes · no obligation · no sales pitch. You get a first assessment of automation potential, architecture and pilot scope.

Review your process in 30 min