Process New Order from Email

AyMINE supports receiving and processing orders from incoming emails. It handles both requests from email body as well as from the PDF attachment.

Order recognition

Orders are automatically recognised only from customers that are already stored in the CRM system.

Customer description

Customer should have defined:

• At least single address with domain. Orders are accepted only from client's domain email addresses.
• Pattern for message subject and message body. Key words and structure works well for automatically generated emails as well as for emails that are created manually from some template
• Pattern to recognise customer order number. It helps check for duplicities.
• Optionally also name of the parsing method, that is more precise than universal method based on the AI.

All fields are stored in the customer detail, available in the CRM company detail, but visible only for administrators.

Email selection process

Incoming emails is processed by several steps:

• Rule detecting spams. They are blocked for emails from knows authors – therefore storing not only company but also responsible personnels makes control easier.
• Rule assigning responsibility. Rules uses settings in the CRM groups: responsible person shall have responsibility for the ordering process defined in the CRM customer group in which the customer is placed.
• Makes controls of the content according to the rules described formerly.
• Checking structure of data if they are valid

Processing incoming email is described in the following process:

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Creation of a new orders is made by several internal classes. The following collaboration scheme describes their orchestration:

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