OCR - Uploading and Processing Purchase Bills

How to upload a purchase invoice from an image or PDF in Suvit?

You can easily upload purchase invoices in Suvit using PDF or image files. Follow the steps below to upload your invoice and map it to Tally.

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✅ Steps to upload Purchase Invoice (Image/PDF)

Step 1: Go to Transactions Section

→ Click on the Transactions icon from the left menu

→ Hover on Purchase under the Transactions tab

→ Click on Purchase

Step 2: Click on Upload Image

→ On the top-right corner, click on Upload Image

Step 3: Upload the File

→ Either drag & drop the file or click Click to upload Image/PDF

→ After the file loads, click Upload

Step 4: Verify Uploaded Entry

→ After upload, you will see the list of invoices

→ Click on the invoice row to edit or verify the data

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⚠️ Notes:

• You can upload up to 10 invoices at a time.
• Maximum file size supported is 5 MB.
• Supported file types: .pdf, .jpeg, .jpg, .png, .webp

**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.