OCR - Uploading and Processing Purchase Bills

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

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  • Navigate to the Dashboard and click Explore Now under Data Entry Automation.

Step 2: Purchase Transactions

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  • On the left menu Transactions, select Purchase.
  • Ensure the uploaded file is a valid purchase invoice.

Step 3: Upload Invoice

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

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  • Click on Upload Image and select Image/PDF, then click the Upload button to begin processing.

Step 4: View Invoice

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  • 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

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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.

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Step 6: Ledger, Tax, and Finalization

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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.