Learn how to upload, verify, and process Purchase/Purchase Return invoices using Suvit’s OCR automation for seamless data entry and synchronization with Tally.
Guide to Upload a Purchase Invoice
Step 1: Dashboard

- Navigate to the Dashboard and click Explore Now under Data Entry Automation.
Step 2: Purchase Transactions

- On the left menu Transactions, select Purchase.
- Ensure the uploaded file is a valid purchase invoice.
Step 3: Upload Invoice

- Select the purchase invoice file you want to upload (image or PDF).

- Click on Upload Image and select Image/PDF, then click the Upload button to begin processing.
Step 4: View Invoice

- The uploaded purchase invoice will appear in the Transactions List.
**Note:**
Fields from the uploaded purchase invoice will be automatically detected and matched with your purchase details. You can review and correct any errors here.
Step 5: Verify Data

1. Review and Select Invoice Type
- Choose if the purchase invoice data is "With Item" or "Accounting Invoice".
2. Fill in Invoice Details
- Enter the following details:
- Voucher Type, Number, and Date
- Supplier Name and GST Number (with additional details if required)
- Purchase Ledger Information
3. Add Item Details
- Add purchased items with these fields:
- Serial number, item name, quantity, rate, and amount.
- You can delete any line item if needed.
A .Configuration Options
- Use the Configuration Window to select the fields displayed during voucher entry.
- Fields include Voucher Date, Supplier Invoice No., Item Narration, etc. Save the changes once done.

Step 6: Ledger, Tax, and Finalization

4. Edit Ledger Details
- Add or modify purchase ledger names and their amounts.
5. Add Tax Ledger Details
- Enter tax components like SGST, CGST, and IGST with descriptions and amounts.
6. Review Narration and Totals
- Add any necessary narration notes.
- Review subtotal, tax amount, and total amount.
7. Save and Synchronize
- Save & Close: Saves the purchase invoice and closes the screen.
- Save & Sync: Saves the invoice and syncs it directly with Tally.
**Important:**
- Ensure the Suvit Tally Connector is open during synchronization.
- OCR efficiency for capturing purchase data is 50–80% during the initial entry .
You May Find This Useful
- Learn more about Purchase and Purchase Return here.