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OCR for automating the sales order raising process i.e. email PDF's

  • Apr 29, 2025 9:33 AM UTC
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Freshman I

I work in a furniture business and looking at ways to reduce manual entry of Sales Orders. We have many small sized customers who do not have advance tech ability and often send their order either as a PDF attachment or in the body of an Email.  They are not too interested in EDI.  I’m looking for a system can read these PDF/emails as they are the same format each time and automatically import and create a SO.  Currently only found Artsyl but I’d like to review a few.

Does anyone use a system like this already?  I am very interested in you experiences and suggestions.


Thanks

Best answer by Brandon379

UnForm is also a solution that can read PDFs from a monitored email and create sales orders in Acumatica. We explored them for their AP Document Recognition functionality and it also includes capabilities for creating sales orders as part of the same licensing cost. I’d recommend to look at them as well if you are looking specifically for sales orders.

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Freshman III
  • Brandon379
  • Freshman III
  • Answer
  • Apr 29, 2025 8:14 PM UTC

UnForm is also a solution that can read PDFs from a monitored email and create sales orders in Acumatica. We explored them for their AP Document Recognition functionality and it also includes capabilities for creating sales orders as part of the same licensing cost. I’d recommend to look at them as well if you are looking specifically for sales orders.

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    Freshman I
    • Barryedbrooke
    • Author
    • Freshman I
    • Apr 30, 2025 2:50 PM UTC

    Thanks Brandon

    I’ll check them out, appreciate the suggestion.

    Regards

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      Freshman I
      • AshishZW
      • Freshman I
      • May 20, 2025 12:08 PM UTC

      Hi, 
      We have built a solution. We can further extend its output to Acumatica. Please let me know if you would like need any further details. 
      Thanks, 
      Ashish

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        Varsity III
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        • jsudak
        • Varsity III
        • Jun 11, 2025 11:47 AM UTC

        Hi Ashish - I am interested in learning more about the solution you have built. Thank you. 

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        Varsity III
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        • rodrigocid34
        • Varsity III
        • Jul 24, 2026 4:02 PM UTC

        Hi, 
        We have built a solution. We can further extend its output to Acumatica. Please let me know if you would like need any further details. 
        Thanks, 
        Ashish

        Hi ​@AshishZW , does your solution is adapted to Acumatica? (embedded would be great!)

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        Freshman I
        • emaasit
        • Freshman I
        • Jul 29, 2026 3:13 PM UTC

        ​@Barryedbrooke I am curious, did you ever find an elegant solution to this problem? I wonder which one is better between OCR versus LLM tools like ChatGPT, Claude, Gemini?

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        Freshman I
        • ashish65
        • Freshman I
        • Jul 29, 2026 4:24 PM UTC

        Yes our solution is now Acumatica adaptable. We can give you demo for the same. 

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        Ashish Shah, ZingWorks LLP
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