Extract purchase data with Intelligent Document Recognition (IDR)
Extract data from purchase invoices, receiving notes, and credit notes, reducing errors and significantly reducing manual entry time. Intelligent document recognition uses AI to compare document information with what exists in Cin7 Core without requiring exact matches for product SKUs or names.
Prerequisites
IDR must be included in or added to your subscription.
Purchase/sale import permission is required.
Extract purchase invoice data
Extract invoice lines from documents for simple, advanced, dropship, and service purchases.
Select Purchases from the main menu, then Purchases.
Open an authorized purchase order. If you process purchases Stock first, Stock received must also be authorized.
Go to the Invoice tab.
Select Extract from file.
Drag and drop your invoice, or upload from your device. If you're integrated with Google Workspace, you can select a file from Google Drive. This will start AI recognition.
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Check the AI mapping of the purchase invoice. Use the drop down fields to change the mapping of any fields, and select N/A for any fields that are not relevant. You can use the document preview and the available field mappings to help.
You must map either product Name or SKU to continue.
Click Add and save to add the purchase invoice lines.
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Check that your invoice lines are correct and edit any incorrect matches. Purchase IDR uses AI to match invoiced products with the linked purchase order, without requiring exact matches for name and SKU in the supplier's invoice.
If Cin7 Core can't find a match automatically, you can see the product name in the invoice line Comment to help you find a match.
Authorize the purchase invoice to finish. This adds the invoice PDF to the purchase order Attachments.
Extract receiving note data
Extract stock receipt lines from documents for simple and advanced purchases.
Select Purchases from the main menu, then Purchases.
Open an authorized purchase order. If you process purchases Invoice first, Invoice must also be authorized.
Go to the Stock received tab.
Select Extract from file.
Drag and drop your receiving note, or upload from your device. If you're integrated with Google Workspace, you can select a file from Google Drive. This will start AI recognition.
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Check the AI mapping of the receiving note. Use the drop down fields to change the mapping of any fields, and select N/A for any fields that are not relevant. You can use the document preview and the available field mappings to help.
You must map either product Name or SKU to continue.
Click Add and save to add the stock received lines.
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Check that your stock received lines are correct and edit any incorrect matches. Purchase IDR uses AI to match received products with the linked purchase order, without requiring exact matches for name and SKU in the supplier's receiving note.
If Cin7 Core can't find a match automatically, you can see the product name in the line Comment to help you find a match.
Authorize stock received to finish. This adds the receiving note PDF to the purchase order Attachments.
Extract purchase credit note data
Extract invoice lines from documents for simple, advanced, dropship, service purchases, and standalone credit notes.
Select Purchases from the main menu, then Purchases.
Open a purchase order with an authorized invoice.
Go to the Credit note tab.
Select Extract from file.
Drag and drop your credit note, or upload from your device. If you're integrated with Google Workspace, you can select a file from Google Drive. This will start AI recognition.
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Check the AI mapping of the credit note. Use the drop down fields to change the mapping of any fields, and select N/A for any fields that are not relevant. You can use the document preview and the available field mappings to help.
You must map either product Name or SKU to continue.
Click Add and save to add the credit note lines.
-
Check that your credit note lines are correct and edit any incorrect matches. Purchase IDR uses AI to match products with the linked purchase invoice, without requiring exact matches for name and SKU in the supplier's credit note.
If Cin7 Core can't find a match automatically, you can see the product name in the line Comment to help you find a match.
Authorize the credit note. This adds the credit note PDF to the purchase order Attachments.
Go to the Unstock tab.
Copy from credit note, then authorize.
Document requirements
Define each section of the document clearly defined, with line items, headers, and totals organized as they would appear in a typical purchase document. Position field values under the expected field names.
Purchase IDR supports PDF, JPG, JPEG, and BMP formats.
Each purchase invoice, receiving note, and credit note must be a separate document.
Only one document uploaded at a time.
Maximum document size is 5MB.
SKU and Product name are required fields and should be located in separate columns.
Available mapping fields
Cin7 Core can map the following fields to fields extracted with purchase IDR. Unmapped fields are auto-filled from the purchase order document header.
Purchase invoice
| Document header field | Description |
| Invoice number | Supplier's purchase invoice number |
| Invoice date | Purchase invoice issue date |
| Due date | Purchase invoice due tate |
| Invoice total | Purchase invoice total |
| Invoice line field | Description |
| SKU* | Product SKU in Cin7 Core |
| Name* | Product name |
| Comment | Invoice line comment |
| Supplier SKU | Supplier's SKU for the product |
| Quantity | Product quantity |
| Price | Product price |
Discount |
Product discount |
*Either SKU or Name must be mapped.
Receiving note
| Invoice line field | Description |
| SKU* | Product SKU in Cin7 Core |
| Name* | Product name |
| Supplier SKU | Supplier's SKU for the product |
| Batch / serial # | Product batch or serial number |
| Expiry date | Product expiry date |
Quantity |
Product quantity |
| Location | Stock receipt location |
| Date received | Stock receipt date. If no date is provided or recognized, Cin7 Core uses the current date. |
*Either SKU or Name must be mapped.
Purchase credit note
| Document header field | Description |
| Credit note number | Supplier's purchase invoice number |
| Credit note date | Purchase credit note issue date. If no date is provided or recognized, Cin7 Core use sthe current date. |
| Invoice line field | Description |
| SKU* | Product SKU in Cin7 Core |
| Name* | Product name |
| Comment | Invoice line comment |
| Supplier SKU | Supplier's SKU for the product |
| Quantity | Product quantity |
| Price | Product price |
Discount |
Product discount |
*Either SKU or Name must be mapped.