Distribution and logistics companies manage a nonstop flow of purchase orders, packing slips, invoices, and customer communications. When these documents are scattered across inboxes, shared drives, or isolated ERP attachments, errors increase, shipments slow, and margins tighten. Disconnected storage makes it harder to trace issues, confirm delivery details, or respond quickly to customers.

Teams across procurement, fulfillment, and customer service lose time searching for supplier documents, inventory confirmations, and return details. These delays introduce operational risk, create bottlenecks in fulfillment, and reduce the accuracy and responsiveness customers expect.

Datahaven keeps every order, shipment, and return on track by connecting each document to the correct supplier, item, or customer record inside Microsoft Dynamics.

Purchase documents, shipment confirmations, delivery proofs, customer correspondence, and return paperwork appear exactly where teams work. With consistent, in-context visibility across every transaction, distributors eliminate paperwork bottlenecks, reduce errors, and improve fulfillment speed and accuracy from purchase to delivery.

Connect every purchase order, shipment document, freight bill, and customer record to the transactions that drive your supply chain

Capture, classify, and link every supply chain document inside Microsoft Dynamics

The Datahaven Archiving Automation solution brings order and visibility to every stage of the supply chain. Documents are automatically captured, classified, and linked to their related purchase, inventory, and customer records inside Microsoft Dynamics. Whether you’re managing drop shipments, reconciling deliveries, or resolving customer claims, every supporting record is organized within intelligent, role-based virtual folders that update dynamically as data changes. 

Teams gain instant access to complete transaction histories to resolve inquiries faster, verify shipments confidently, and eliminate paperwork delays. Configurable retention and access controls keep your records secure and compliant while making audits, claims, and reconciliations effortless.

Archiving automation turns unstructured paperwork into a connected, searchable system of record that unites procurement, warehouse, logistics, and customer service teams for accuracy, speed, and customer trust.

Learn more, watch videos for processing PO-based invoices and non-PO invoices, or schedule your personalized demo to explore how Datahaven transforms accounts payable into a streamlined, automated engine inside Microsoft Dynamics. From invoice capture to approvals and posting, Datahaven delivers instant document visibility, accurate matching, and reliable access for every AP user, so your team can work faster, cut manual effort, and close periods with confidence.

Datahaven Sales Order Automation eliminates this friction by capturing and validating each order at the source, automatically creating the sales order or shipment record in Microsoft Dynamics, and linking every related document—customer PO, routing guide, BOL, spec sheet, confirmation, and supplier acknowledgement—into a single virtual folder embedded directly in the ERP. Sales, warehouse, logistics, and finance teams all see the same complete order trail without hunting for emails or attachments.

The result: faster promise-to-ship times, near-zero entry errors, clean drop-ship and cross-dock workflows, and fully documented shipments ready for billing. Processing time is cut by more than half, customer service improves, and every order moves from intake to delivery with complete visibility. Embedded within Microsoft Dynamics, Datahaven Sales Order Automation enables distributors to fulfill faster, invoice sooner, and strengthen customer trust with every shipment.

Learn more, watch a video, or schedule your personalized demo to explore how Datahaven brings clarity and automation to your entire sales cycle inside Microsoft Dynamics. Whether creating quotes, managing orders, or tracking customer interactions, Datahaven delivers real-time document visibility, automated filing, and consistent access for every salesperson, so they can respond faster, win more deals, and serve customers with confidence.