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About the Agent
Sales Order Creation and Validation Agent, developed by ZBrain, is an enterprise-grade automation solution that ensures seamless, accurate handoff from sales pipelines to order processing systems. Designed to bridge the gap between customer relationship management (CRM) tools and order management systems (OMS), the agent automatically detects finalized sales deals and transforms them into structured, validated sales orders—ready for fulfillment. By embedding intelligence and validation directly into the handoff process, it enables organizations to scale their sales operations with speed and precision, while maintaining high standards of data integrity and process compliance.
At the core the agent monitors CRM systems for confirmed sales outcomes. Once a deal is closed, the agent extracts the relevant data, formats it according to OMS specifications, and executes a series of pre-submission validations. These include checks for data completeness, product and pricing accuracy, contract and payment alignment, and consistency with existing customer records. The system leverages configurable business logic, rule-based exception handling, and API-driven integrations to ensure compatibility with a wide range of enterprise platforms and data models. The result is a fully automated, standards-compliant sales order that minimizes the risk of fulfillment delays or costly downstream corrections.
To further enhance resilience and adaptability, the Sales Order Creation and Validation Agent incorporates a human feedback loop, enabling sales operations and finance teams to review, correct, and annotate flagged exceptions. This feedback informs continuous improvement in the agent’s rule engine and validation routines. As a result, organizations benefit from faster order cycles, fewer manual interventions, and stronger alignment between commercial and operational functions. By enforcing structured, accurate, and compliant sales order creation, the agent serves as a vital enabler of operational efficiency and cross-functional reliability at scale.
Accuracy
TBD
Speed
TBD
Input Data Set
Sample of data set required for Sales Order Creation and Validation Agent:
Deal Information
| Field | Value |
|---|---|
| Deal ID | DEL-78942 |
| Deal Name | Enterprise Subscription - Acme Corp |
| Deal Stage | Closed Won |
| Close Date | 2025-05-08 |
| Deal Owner | Sarah Jenkins (sarah.jenkins@company.com) |
| Deal Type | New Business |
| Deal Source | Outbound |
| Deal Value | $120,000.00 USD |
| Payment Terms | Net 30 |
| Contract Start | 2025-06-01 |
| Contract End | 2026-05-31 |
| Billing Frequency | Annual |
| Next Billing Date | 2025-06-01 |
| Trigger Timestamp | 2025-05-08T14:30:22Z |
| CRM Instance | salesforce.com |
| Opportunity ID | OPP-78942 |
| Quote ID | QUOTE-45678 |
| Contract ID | CNT-34567 |
| Customer PO | PO-ACME-78324 |
Customer Information
| Field | Value |
|---|---|
| Customer ID | CUS-29875 |
| Company Name | Acme Corporation |
| Industry | Manufacturing |
| Website | acmecorp.com |
| Billing Address | 123 Business Park Drive, Chicago, IL 60601, USA |
| Shipping Address | 123 Business Park Drive, Chicago, IL 60601, USA |
| Tax ID | 45-1234567 |
| Tax Exemption Status | Exempt |
| Tax Exemption Certificate | TX-54321 |
| Tax Jurisdiction | Illinois |
| Classification | Enterprise |
| Customer Since | 2023-01-15 |
Contact Information
| Contact Type | Name | Title | Phone | |
|---|---|---|---|---|
| Primary/Procurement | John Smith | Procurement Director | john.smith@acmecorp.com | +1-312-555-1234 |
| Technical | Emily Johnson | IT Director | emily.johnson@acmecorp.com | +1-312-555-2345 |
Product Information
| Line | Product | SKU | Category | Quantity | Unit Price | Discount | Tax Rate | Line Total |
|---|---|---|---|---|---|---|---|---|
| 1 | Enterprise Platform - Premium Plan | ENT-PREM-12M | Subscription/Software | 1 | $100,000.00 | 0% | 0% | $100,000.00 |
| 2 | Implementation Services | IMPL-STD | Professional Services | 1 | $15,000.00 | 0% | 8% | $15,000.00 |
| 3 | Premium Support Package | SUP-PREM-12M | Support | 1 | $5,000.00 | 0% | 8% | $5,000.00 |
| Subtotal: | $120,000.00 | |||||||
| Tax: | $1,600.00 |
Deliverable Example
Sample output delivered by the Sales Order Creation and Validation Agent:
| Field | Value |
|---|---|
| Sales Order Number | SO-2025-05643 |
| Order Date | 2025-05-08 |
| Order Status | Pending Fulfillment |
| Order Source | CRM Conversion (DEL-78942) |
| Customer ID | CUS-29875 |
| Customer Name | Acme Corporation |
| Customer PO | PO-ACME-78324 |
| Currency | USD |
| Payment Terms | Net 30 |
| Billing Frequency | Annual |
| Contract Start | 2025-06-01 |
| Contract End | 2026-05-31 |
| Tax Exemption Status | Partial Exemption Applied |
| Tax Exemption Certificate | TX-54321 |
| Tax Jurisdiction | Illinois |
Order Lines
| Line | Product | SKU | Quantity | Unit Price | Tax Rate | Tax Amount | Line Total |
|---|---|---|---|---|---|---|---|
| 1 | Enterprise Platform - Premium Plan | ENT-PREM-12M | 1 | $100,000.00 | 0% | $0.00 | $100,000.00 |
| 2 | Implementation Services | IMPL-STD | 1 | $15,000.00 | 8% | $1,200.00 | $16,200.00 |
| 3 | Premium Support Package | SUP-PREM-12M | 1 | $5,000.00 | 8% | $400.00 | $5,400.00 |
| Subtotal: | $120,000.00 | ||||||
| Tax Total: | $1,600.00 | ||||||
| Order Total: | $121,600.00 |
Billing Schedule
| Invoice Number | Due Date | Amount | Payment Method | Status |
|---|---|---|---|---|
| INV-2025-06875 | 2025-07-01 | $121,600.00 | ACH Transfer | Scheduled |
Fulfillment Schedule
| Line | Product | Delivery Type | Delivery Date | Status |
|---|---|---|---|---|
| 1 | Enterprise Platform - Premium Plan | Electronic Activation | 2025-06-01 | Scheduled |
| 2 | Implementation Services | Service Delivery | 2025-06-15 | Scheduled |
| 3 | Premium Support Package | Service Activation | 2025-06-01 | Scheduled |
Order Validation
| Validation Type | Status | Notes |
|---|---|---|
| Data Completeness | PASSED | All required fields present |
| Pricing Validation | PASSED | Prices match current price book |
| Tax Calculation | PASSED | Software exempt, services taxed at 8% |
| Credit Verification | PASSED | Customer in good standing |
| Overall Validation | PASSED | Order ready for processing |
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Automatically assess and score leads for prioritization, helping sales focus on high-quality prospects likely to convert.
