OCR - Uploading and Processing Purchase Bills

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.