How to use OCR to extract items and data from a quote?

OCR (Optical Character Recognition) is a technology that converts images or documents into text. It essentially enables the recognition and extraction of text fields from images or documents.

ControlHub uses OCR technology to upload Quotes and Bills/Invoices.

To scan a quote using OCR:

  1. Click on the Add Items button when creating a Request,
  2. Click the Bulk Add button / Scan Quote option. The feature allows PDF documents as well as images (PNG and JPG).
  3. The OCR data extraction process will start automatically. Once done, the extracted data will automatically pre-populate the PO Generator.
Please note that, although our OCR technology does its best to extract all the invoice data accurately, errors can occur. Because of this, please review all the extracted information before generating a PO.

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