Classify documents
Evaluate representative and difficult formats by customer and handwriting.
WHOLESALE & TRADING / CAPABILITY
From extracted text
to a reviewable order.
Extract product, quantity and destination into a review interface linked to the original. Design exceptions and approval before automatic registration.
Explore the delivery scope ↓OPERATING MODELILLUSTRATIVE
- 01Fax, PDF & email
- 02Extract and match products
- 03Review and approve
- 04Register and allocate
Conceptual data-to-operation flow, adapted to the agreed project scope.
What makes
this workflow difficult.
Correctly recognized text can still produce a wrong order through pack-size or retired-code mismatches. Evaluate recognition, product identification and commercial checks separately.
THE SHORT ANSWER
Extract product, quantity and destination into a review interface linked to the original. Design exceptions and approval before automatic registration.
DESIGN & DELIVERY
Design in the order the work happens.
Match and hold
Check product, pack, price and dates; route ambiguous lines to a reviewer.
Prevent duplicates
Identify resends and revisions before creating another confirmed order.
DATA READINESS
Required data and the conditions to check.
A consistent format does not ensure operational usefulness. Confirm meaning, refresh and exceptions with owners, and keep missing information explicit.
| Data | Required fields | Checks |
|---|---|---|
| Originals | Receipt time, customer and pages | Skew, stamps and multi-page lines |
| Products | Codes, aliases and pack sizes | Customer codes and units |
| Orders | Number, revision and status | Amendments and duplicate delivery |
EVALUATION
Measure value in the workflow.
These are candidate evaluation measures. Establish a baseline and agree on data, period, targets and exclusions before work starts. They are not claimed performance results.
| Measure | Evaluation method |
|---|---|
| Line agreement | Lines with correct product, quantity and unit |
| Exception review time | Time spent resolving held lines |
| Incorrect registrations | Errors that pass approval and become orders |
Extraction confidence is not a guarantee of business correctness. Evaluate on your documents and define checks for high-impact fields.
Define deliverables
and acceptance.
Review data mappings, workflow, prototype and evaluation evidence before choosing production scope. Estimates distinguish assumptions because permissions and interface terms affect implementation.
Evaluate a customer document group or product category including amendments and returns.
QUESTIONS BEFORE YOU START
Questions before starting
Are handwritten fax orders supported?
We evaluate originals and route unreadable or ambiguous lines to people rather than promising universal automation.
What if ERP has no API?
Assess supported CSV interfaces first. Any UI automation includes recovery and change-maintenance requirements.
RELATED FIELD GUIDE
WHOLESALE & TRADING / GUIDE
Commissioning order OCR: decisions beyond recognition accuracy
Wholesale order automation includes product matching, packs, amendments and approval. Define evaluation and integration that reduce entry effort without creating incorrect orders.
Read the guide ↗YOUR OPERATION / OUR STARTING POINT
Start with the work you do today.
Tell us about the workflow, systems and reporting or documents that need attention. We will define a suitable phase, deliverables and assumptions.
Wholesale and trading — discuss your project How scope and estimates work ↗