bench get-app https://github.com/Akhilam-Inc/OrderCapture-OCR

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📄 OrderCapture OCR for ERPNext

Automate purchase order processing with OCR and AI-powered document extraction. Upload PDFs or Excel sheets, extract items and pricing automatically, review and confirm, and create Sales Orders in a single click — all inside ERPNext.

Stop typing Sales Orders manually. Start automating.

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🚀 Why Use OrderCapture OCR?

Processing customer Purchase Orders manually is slow, repetitive, and error-prone. Reading line items and quantities from PDFs or marketplace Excel sheets takes hours and delays order fulfillment.

OrderCapture OCR solves this by: - 📥 Uploading purchase orders directly into ERPNext - 🤖 Extracting customer, item, quantity, and pricing details automatically - 🧾 Reviewing items in an interactive item grid - 🧮 Auto-comparing PO prices against ERPNext Price Lists - ➕ Creating a Sales Order instantly with the original PO attached

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🧠 What Problems Does It Solve?

Traditional Process ❌	With OrderCapture OCR for ERPNext ✅
Manual entry from PDFs & Excel	Automated structured extraction
High risk of errors & mismatched rates	Smart review screen with highlights
Vendor-specific formats difficult to handle	Vendor model support (FlipKart, BB, etc.)
Slow processing time for multiple POs	Bulk upload & processing
No audit trail	Complete document tracking & attachments

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🌟 Key Benefits

• ⚡ Speed — Convert POs into Sales Orders in minutes
• 🧠 Accuracy — Reduce pricing mistakes and item mismatches
• 📦 Marketplace friendly — Works with FlipKart, BB & custom templates
• 💼 ERPNext-native workflow — No external tools needed
• 🔁 Bulk processing support
• 🧾 Full auditability — Original PO attached to Sales Order

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🧰 Core Features

📄 Multi-format Upload Support

Upload purchase orders as PDF, XLS, XLSX, or CSV, with drag-and-drop and multi-file support.

🧠 Smart OCR & Structured Extraction

Automatically extract: - Customer details - Delivery address - Item codes, names, quantities, pricing - Tax & total values - Vendor format interpretation for Excel/CSV

📋 Interactive Review & Editing Screen

Dedicated review dialog includes: - Customer and address selection - Editable item table with advanced price comparison - Multiple totals & tax values - Row-level highlights for issues

💰 Price List & Mapping Validation

• Match customer item codes to internal item codes
• Fetch price list rates in one click
• Highlight mismatches visually

📑 Bulk Dashboard

• Upload multiple POs at once
• Track status: Pending, Completed, Failed
• Sort, filter, retry processing

🧮 Create Sales Orders Automatically

• One-click conversion from extracted data
• Original file automatically attached for reference

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🧠 Example Workflow

• Upload PO → Extract & Process → Review & Adjust → Validate Pricing → Create Sales Order

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📦 Common Use Cases

• 📥 Daily incoming POs from large B2B customers
• 📊 Marketplace / e-commerce order imports (FlipKart, BB, etc.)
• 📦 Bulk order uploads for seasonal demand
• 💰 Price comparison before order confirmation
• 🔁 Reprocessing of corrected POs

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👥 Who Is It For?

• Sales Operations
• Finance & Accounts Teams
• Order Management Teams
• Manufacturing & Retail Businesses
• E-commerce and Marketplace Vendors

Industries

🏭 Manufacturing
📦 Wholesale & Distribution
🛒 E-commerce & Marketplaces
🏢 B2B Services
📊 Multi-branch retail

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⚙️ Setup & Configuration

1. Install OrderCapture OCR App
2. Configure OCR settings & model selection
3. Add vendor models (FlipKart, BB, etc.)
4. Enable “OrderCapture OCR” dashboard
5. Upload sample POs
6. Process, review & create Sales Orders

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❓ Frequently Asked Questions

Which file formats are supported?
✔ PDF, CSV, XLS, and XLSX

Is manual review required after extraction?
✔ Yes — verify items and amounts before posting

Can it handle marketplace-specific templates?
✔ Yes — via vendor model configuration

What if item codes don’t match?
✔ Highlighted in the review screen for correction

Is the original file stored?
✔ Yes — attached to the created Sales Order

Can I reprocess failed documents?
✔ Yes — retry and update data anytime

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🔐 Security & Data Handling

• Files stored securely in ERPNext
• Logs and extraction history recorded
• Access controlled by ERPNext user permissions
• No external sharing beyond configured OCR service

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📦 Requirements

• ERPNext v14+
• OCR API or LLM endpoint configuration (optional)
• Basic item & customer masters prepared

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🤝 Support

📩 support@akhilaminc.com
🌍 https://akhilaminc.com

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📜 License

MIT License
Copyright (c) 2025 Akhilam Inc

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❤️ Made by Akhilam Inc

Building automation & AI-powered tools for ERPNext to help businesses scale faster 🚀