AI Scans allows you to place an invoice on our system, where our AI will convert each product, order line, supplier detail-and more- into a complete order on the system.
To place an AI Scan order, please navigate to the management portal by selecting the three dots beside your username:
Next, select the Organisation Structure tab from the left-hand side menu, under the Organisation header
From there, select the department that you would like the order placed for by clicking on the down arrow beside the location.
From there, select the diagonal arrow on the desired department to show more details.
You will see a field named "Inbound Email":
This email will be used to send the invoice to. Each department will have their own email so that the scan can create an order for a specific department.
Now that we have the email, we can select any email provider of choice, create a new email, and attach the invoice file we would like the AI Scan to scan from.
These files can be either a PDF or Word document. Once that is sent, our AI will work on creating it as an order. This can take anywhere from 20 minutes or longer depending on certain factors. Please note that hand written, hard to read, or poor quality scans can take longer to show on the system.
☺️ Have any questions or need support? Reach out to us on our email. We're here to help!