Import Invoice By OCR
Import Invoice By OCR
The Import Invoice By OCR module in Geminate offers a powerful solution for businesses dealing with various invoice formats. By utilizing Optical Character Recognition (OCR) technology swiftly scans PDF invoices and supplier bills, transforming them into usable data. This automation significantly reduces errors, saves time, and enhances overall efficiency.
Users define specific formats for invoices and bills, ensuring uniform text alignment for product line columns. Customization options include setting the alignment for customer/supplier labels, supplier invoice numbers, invoice dates, and subtotal labels. Additionally, users can configure tax labels and their corresponding values for accurate tax calculations on product lines.
For supplier bills, the module integrates an intelligent search feature. If a product code associated with a selected supplier is provided, the module automatically fetches the relevant product information. If no match is found, the module searches for the product's default code.
The "Import Invoice by OCR" module makes invoice handling easy by automating tasks and cutting down on manual work. With powerful OCR features and user-friendly settings, it's essential for businesses managing invoices efficiently.
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Exciting Features
Smart Supplier Billing
Advanced OCR Technology
Enhanced Workflow
Enhanced Accuracy
User-Friendly Interface
Seamless Integration
Note: Extensively Tested on Odoo Vanilla with Ubuntu OS (Only for On-premise Server)
Pre-Requisities ( For Configuring Invoice / Bill Partner Templates ) :
- Text alignment of each column in header for product lines on invoice / bill must be same like left, center, right.
- You need to configure customer / supplier (label) in (Same Line / Next Line) followed by value in order to import partner.
- You need to configure supplier invoice number (label) in (Same Line / Next Line) followed by value in order to import supplier invoice number.
- You need to configure invoice date (label) in (Same Line / Next Line) followed by value in order to import invoice date.
- You need to configure Subtotal Label.
- You need to configure tax label followed by tax values in order to set taxes on product lines.
- If want to import odoo standard report then for better result remove "table-condensed" class from qweb for product lines.
- If there is a header column in invoice which has no data in any row then you should skip that column in configuration.
- In case of supplier bill, if the product contains product code of selected supplier in wizard then it will pull product based on that code and if it is not found then product's default code will get searched.
Example For Pre-Requisities Configuration :
Invoice Partner Templates field configuration :
- Invoice Partner Headers :
- Odoo Field : Used for mapping odoo fields with header labels."Not available" option is set in Odoo Field if that field is not defined in odoo
- Header Labels :It is used to set header label name which appear in PDF
- Header Sequence :It is used to set the sequence of the header labels as in PDF. The first header label sequence should be set to 0.
- Customer / Supplier Label : It is used to configure the label(string) of the customer / supplier name in pdf.
- Customer / Supplier Value Occurrence: It is used to configure whether the value of the customer / supplier name in pdf comes in the same line / next line of customer / supplier (label) string.
- Supplier Invoice Number Label : It is used to configure the label(string) of the supplier invoice number in pdf.
- Supplier Invoice Number Occurrence: It is used to configure whether the value of the supplier invoice number in pdf comes in the same line / next line of supplier invoice number (label) string.
- Invoice Date Label : It is used to configure the label(string) of the invoice date in pdf.
- Invoice Date Value Occurrence: It is used to configure whether the value of the invoice date in pdf comes in the same line / next line of invoice date (label) string.
- Invoice Date Format:It is used to configure whether the invoice date format in pdf. For example if date is "01/12/2020" then the format will be "%d/%m/%Y".
- Tax Label :It is used to configure th label(string) in which the taxes information is set. For example( Taxes : 10%,20%) ,then you should configure "Taxes : " in tax label.
- Subtotal Label :It is used to configure the subtotal label appearing in pdf. It is mandatory to set subtotal label.
- Product Description Include Code :It is checked if the description field includes code of the product.For example("[1234]" Test Product"). Here the 1234 is code of that product.It is enclosed by "[]".So you should configure "[]" in "Code Seperator" field. Code Seperator : It is used to configure the characters which are used to enclose the product code.For ex: [1234].Here code separator will be [].
- Multiline header : is configured when the header labels in pdf appear in more than one lines. (See "Odoo Multi Line Header Format.pdf" for reference).If the new line appears "\n" character is used.
- Total No. of Header lines : It is used to configure that in howmany lines the header labels are set in pdf.
- Thousands Separator :It is used to configure thousand separator which appears in numeric data.
- Decimal Separator : It is used to configure decimal separator which appears in numeric data.
Invoice Partner Templates (Tree View)
Invoice Partner Templates (Form View)
Customer / Supplier Form View
Scan Invoice Wizard Form
After Scanning Invoice (Import Invoice View)
After Importing Invoice
Note : Test Template button will only validate all the labels which are configured.It will not validate product lines i.e if any error raises due to product lines cannot be checked using this button and it can be checked at the time of importing invoice.
Special Characters in Header Labels.
- You need to precede "\" character if your header label includes special characters like ( '^' , '$' , '*' , '+' , '?' , '{' , '}' , '(' , ')' , '|' , ']' )
- For example : In below image we need to precede "\" before "*" character in order to be matched with the label (*QTY*) which is in actual PDF.
We offer precise OCR technology, ensuring accurate data extraction and reducing errors in invoicing.
Saves your valuable time and is more user friendly.
Quick and easy to use.
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