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Invoice & Delivery Reader

Where: Purchase → Invoice Reader.

Stop retyping supplier invoices. Upload the PDF or a photo — a WhatsApp snap is fine — and the AI reads every line, matches it against your purchase order, flags anything you're being over-billed for, and drafts the goods receipt.

📷 Screenshot spot — capture this screen and save it as static/img/screenshots/purchase-invoice-reader.png, then replace this whole box with the single line:
![Invoice & Delivery Reader (AI)](/img/screenshots/purchase-invoice-reader.png)

How to use it​

  1. Choose the Document type — supplier invoice or delivery note/challan.
  2. Optionally pre-select the Purchase Order to match against (otherwise the AI auto-detects it from the PO number printed on the document). Only Approved/Ordered/Partial POs are offered.
  3. Choose the file (PDF or photo) and click Read document.
  4. The job runs in the background with a live progress bar — you can leave and return via the Recent reads table.
  5. Review the results:
    • Four tiles: Vendor · Invoice no. · Total · Matched / over-billed.
    • A line-by-line table showing each billed line, the PO line it matched (exact part-number first, then fuzzy description), the ordered quantity, and flags.
  6. Click Create draft GRN — you're taken to Material Receiving, where you Confirm Receipt to actually move stock. Or Discard the read.

What gets flagged​

  • Over-billed (red): billed quantity is more than ordered, or the unit price is above the PO price (beyond a 1% tolerance).
  • Review: a fuzzy match that deserves a human glance.
  • No match: the line couldn't be matched to a PO line/product.

Safety model​

  • Nothing moves stock automatically. The reader only produces a draft GRN; a human confirms it.
  • Only matched lines become GRN lines — unmatched lines are shown for review but skipped on import, so nothing enters inventory unidentified.
  • The Create draft GRN button stays disabled until a purchase order is resolved. If no PO matched, pick one and re-read.

Tips​

  • Pre-select the PO when you know it — matching accuracy jumps.
  • A text PDF from the supplier's billing system reads better (and costs fewer AI credits) than a photo of a printout.
  • The over-billing flags are the whole point — eyeball every red badge before receiving.
  • Failed reads can be retried from Recent reads.