Our AI model learns from past orders to automatically fill in data from scanned order confirmation documents into the order form. Here’s a detailed overview of how it works and what you can expect:
How it works:
1. Learning Process:
The AI model learns every time a user creates an order for a specific customer using a scanned document.
Typically, it takes about 3-5 scanned orders for the model to start providing pre-fills.
2. Automatic Pre-Fills :
When the model is confident that a value in the document matches a field in the order form, it will automatically fill in the corresponding field.
Users will receive a notification in the top-right corner of the screen when one or more fields are pre-filled.
3. User Interface :
The recognised fields include:
Customer by VAT Number (must be added to the customer profile)
References
Dates / Times
Numbers
Addresses
Click on a field in the order and a dropdown will open. Some options in that dropdown will have a label 'Suggestion'. This is data that is fetched from the uploaded document.
Pre-filled fields will be highlighted in blue within the form, similar to when users manually select a suggestion from the document.
Verify accuracy of the pre-filled data and manually complete any fields that are not automatically filled.
4. Accuracy and Limitations :
The model is designed to provide pre-fills only when it is nearly 100% certain of the accuracy, aiming to minimise incorrect pre-fills.
Users should not expect the entire form to be pre-filled but can anticipate a significant reduction in manual data entry.
Products / Packaging are not recognised or matched when creating orders
Split large PDF files for Scanning
Create an order using Qargo intelligence, either drag an email or a pdf into Qargo. It’s possible to define which pages of the PDF file(s) should be used for the order pre-fill and as order confirmation.
Once the PDF files have been added, the user can specify what page range should be used. This range will be used to scan by AI and it will be used as the order confirmation attachment in the order.
Once the split has been created, this will be visible to review as well. It is possible to create splits for the different PDF files that have been attached. When multiple splits are created, the last created split will be used as order confirmation. The original PDF files can be deleted or they can be left to attach to the order as well.
Once the order is created, the last created split will be added in attachment as the order confirmation from the customer as well as the email itself. If other splits were created from other PDF files, these will be added in attachment as document type ‘Other’. Finally, the original PDF files are added at document type ‘Communication’
Customers can now easily extract the order confirmation from larger PDF files.
More accurate document scanning by specifying pages to be used.