Include difficult lines
Hold out handwritten, abbreviated and similar-code examples.
WHOLESALE & TRADING / PROVE
Wholesale and trading
AI discovery and PoC.
Evaluate a customer document group or product category including amendments and returns. Can the workflow reduce entry effort without increasing registration errors and rework?
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.
THE DECISION TO MAKE
Can the workflow reduce entry effort without increasing registration errors and rework?
Evaluate a customer document group or product category including amendments and returns.
A PoC should produce evidence for the next investment decision. Business owners, data owners and users agree on normal tasks and exceptions, rather than treating a working screen as proof of value.
INDUSTRY-SPECIFIC TESTS
Include the conditions that matter.
Simulate registration
Test duplicates and amendments in a non-production destination.
Measure the whole task
Include review, correction and approval, not just extraction speed.
BASELINE & ACCEPTANCE
Choose measures for the selected topic.
Order processing and document AI
| Candidate measure | 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 |
Product master, inventory and margin
| Candidate measure | Method |
|---|---|
| Unmapped products | Counts and transaction value excluded from analysis |
| Reconciliation | Explain quantity and value differences from ERP reports |
| Slow-moving stock | Use agreed no-shipment periods and stock valuations |
Set targets from your own baseline. Hold evaluation evidence separate from tuning and fix the assessment period and scope. Record failures, abstentions and untested conditions alongside successes.
GO / REVISE / STOP
A decision to stop is useful evidence.
If review costs exceed manual entry, narrow document scope or improve masters. Retain approval when incorrect automatic confirmation remains possible.
Proceed to build
Core criteria pass, with owners, interfaces and remaining issues understood.
Validate further
There is a promising signal but insufficient coverage; define a bounded follow-up.
Choose another approach
Value does not exceed the baseline; compare data cleanup or improvements to existing tools.
A defined engagement and usable deliverables.
The PoC scope defines the workflow, source material, environment, evaluation and prototype/report deliverables. Production development is a separate decision.
- Workflow and data definitions with assumptions
- Reproducible prototype, evaluation and exceptions
- Evidence for implementation, further testing or stopping
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 ↗