Purchasing & document import
From supplier paperwork to stock, without retyping
Order, receive and post at weighted average cost. When the supplier sends an invoice, upload it: the lines are extracted for you, and your staff check and match them before anything reaches stock.
01What it handles
Buying, receiving and paperwork
Everything between deciding to order and having the parts on the shelf.
- 01
Suppliers and contacts
Keep each supplier with its contact people, so orders and questions go to the right person.
- 02
Purchase orders
Draft an order, submit it, then receive against it.
- 03
Resumable receiving
Start receiving a delivery, stop, and continue later. On the mobile app, receive by scanning barcodes.
- 04
Average cost on posting
Posting a receipt adds the stock and updates the product's weighted average cost. A purchase invoice follows from the receipt.
- 05
Supplier invoice import
Upload a PDF, image or Excel file. The text is read by PDF parsing or OCR and an AI model extracts the invoice lines.
- 06
Posting preview and reversal
See the effect on stock and cost before posting, and reverse a posted import if it was wrong.
Purchasing
Supplier invoices in, without retyping them
Upload the supplier's invoice and the lines are read for you. A person reviews every line before anything is posted.
- 01
Upload the document
A PDF, a photo or scan, or an Excel file from the supplier.
- 02
Data is extracted
The text is read by PDF parsing or OCR, and an AI model extracts the supplier, dates, lines, quantities and prices.
- 03
Staff review and match lines
Your staff check each line and match it to a product, create a new product or ignore it. SKU mappings you saved last time are suggested again.
- 04
Post, or reverse
A preview shows what will change. Posting updates stock and the weighted average cost; a posted import can be reversed.
02How the work flows
An imported invoice, step by step
The model does the reading. Your staff make the decisions.
- 01
Upload the document
Drop in the supplier's PDF, a photo or scan of it, or their Excel file.
- 02
Lines are extracted
PDF parsing or OCR reads the document, and an AI model pulls out the invoice lines.
- 03
Staff review and match
Match each line to a product, create a new product, or ignore it. Lines already covered by a saved SKU mapping can be confirmed in bulk.
- 04
Preview and post
Check the posting preview, then post. Stock and costs update, and the import can be reversed later.
03Closer look
Extracted by a model, checked by your team
Each extracted line shows its match state, and nothing is posted until a person confirms it.
Saved SKU mappings
Templates and non-stock lines
Three choices per line
04Works with
Connected to the rest of the shop
Inventory & warehouses
Posted receipts add stock at the warehouse and location you choose, with a movement for each line.
Invoicing & print design
Receiving leads to a purchase invoice with its own numbering and attachments.
Finance
Purchase invoices become payables on the supplier's current account, with allocation and aging.
Bring a real supplier invoice to the demo
Tell us which suppliers you buy from and how their invoices arrive, and we will walk you through an import on a demo workspace.