OCR - Uploading and Processing Sales Bills

How to Upload a Sales/Sales Return Image in Suvit.

Guide to Upload and Verify Sales Invoices

Step 1: Navigation

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

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  • On the left menu, select Sales Transactions and click on Upload Image → select PDF.

Step 2: Upload File

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  • Choose the sales invoice file you want to upload (image or PDF).
  • Click the Upload button.

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  • The uploaded sales invoice will appear in the Transactions List.
**Note:**
 Fields from the uploaded sales invoice will be automatically detected and matched with your sales details. You can review and correct any errors here.

Step 3: How to Select and Verify Data

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1. Review and Select Invoice Type Choose if the sales invoice data is "With Item" or "Accounting Invoice".

2. Invoice Details

  • Voucher type, number, and date.
  • Customer name and GST number (with additional details if required).
  • Sales ledger information.

3. Item Details

  • Add items in the table 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, Customer Invoice No., Item Narration, etc. Save the changes once done.

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Step 4 : Ledger, Tax, and Finalization

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4. Ledger Details

  • Add or edit sales ledger names and their amounts.

5. Tax Ledger Details

  • Add tax components like SGST, CGST, and IGST with their descriptions and amounts.

6. Narration and Totals

  • Enter any additional notes in the narration field.
  • Review subtotal, tax amount, and total amount.

7. Save and Synchronize

  • Save & Close: Saves the 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 sales data is 50–80% during the initial entry.

You May Find This Useful:

  • Learn more about Sales and Sales Return Here.