OCR - Uploading and Processing Sales Bills

Learn how to upload and process Sales/Sales Return images in Suvit using OCR. Follow step-by-step instructions for accurate data extraction and entry

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

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


✅ Steps to upload Sales Invoice (Image/PDF)

Step 1: Go to Transactions Section

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→ Click on the Transactions icon from the left menu

→ Hover on Sales under the Transactions tab

→ Click on Sales

Step 2: Click on Upload Image

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

Step 3: Upload the File

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

→ After the file loads, click Upload

Step 4: Verify Uploaded Entry

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→ After upload, you will see the list of invoices

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


⚠️ 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 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.