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