Supplier invoice
Supplier, order, dates, totals, currency, tax fields, and items.
Who SmartDocto is for
For manufacturing and logistics
Connect invoices, orders, and delivery documents
SmartDocto can extract configured data from supplier invoices, purchase orders, and delivery notes, compare selected references, and prepare the result for approval and delivery to an ERP or accounting system.
Starting point
Connected systems still receive unstructured documents
An ERP may contain the order and receipt, while the invoice still arrives as a PDF. People bridge that gap by retyping and comparing values.
- Order and delivery references are searched manually.
- Supplier names and product codes differ between documents.
- Quantity and price differences need investigation.
- Approvals depend on operations, purchasing, and finance.
- The final output must match the ERP import interface.
Documents
Documents for a representative pilot
The best pilot uses documents that share stable references and occur often enough to measure.
Purchase order
Order number, supplier, product, quantity, price, and delivery terms.
Delivery note
Shipment, order, product, quantity, date, and receiving reference.
Proposed process
How the document flow can connect
SmartDocto prepares values and flags configured differences. The target ERP remains the source for inventory and accounting decisions.
1
Receive documents
Files arrive from suppliers, a mailbox, an API, or the web interface.
2
Extract references
Templates prepare supplier, order, shipment, product, quantity, and amount values.
3
Validate and approve
Rules compare selected references and route exceptions to responsible people.
4
Deliver to the next system
Approved data is mapped to a supported format and channel for the target ERP or accounting platform.
Division of responsibility
System checks and operational decisions
What SmartDocto can be configured to do
- Extract fields from recurring supplier and logistics documents.
- Compare selected identifiers and values with reference data.
- Route documents according to configured conditions.
- Trace review, approval, and delivery attempts.
What purchasing, logistics, or finance must decide
- Whether goods were received in the stated quantity and quality.
- How to resolve price, quantity, or delivery differences.
- Whether an exception should be accepted.
- How the ERP records the transaction.
Pilot
What to verify in the pilot
Focus on one supplier or document family with stable references and known exception cases.
Important boundary
SmartDocto can deliver prepared data. Successful posting depends on the target system, mapping, and accounting configuration.
- 1 Order and delivery identifiers present on documents.
- 2 Fields required by the ERP import.
- 3 Product and supplier code differences.
- 4 Tolerance rules and exception ownership.
- 5 Authentication and output format supported by the target system.
Questions and answers
Frequently asked questions
How does SmartDocto compare an invoice, purchase order, and delivery note?
Documents are grouped by a configured key, and rules compare selected fields. The scenario depends on reliable identifiers and the availability of the required data.
Can a price or quantity tolerance be configured?
Yes, when the values are available in processed documents or reference data. A rule flags a difference according to the agreed condition and assigns it to the responsible person.
How is document data connected to the ERP?
SmartDocto supports REST API, SFTP, SharePoint, and OneDrive. The specific integration is designed for the ERP import interface or an existing middleware layer.
Other sectors
Your document type
Where else SmartDocto can help
Manufacturing and logistics pilot
Test the links between your documents
We verify identifiers, required fields, exceptions, and the output expected by your system.
Discuss a pilot