How does Purchase and Sales Order parsing work with Docparser?
Our Purchase and Sales Order parsing rule presets allow a user to create a fully working PDF Parser capable of extracting data from Purchase Orders, Sales Orders and similar documents in a couple of minutes. Our proprietary extraction algorithms are using a mixture of pattern and keyword based recognition and work out of the box.
How to create a Sales & Purchase Order document parser?
The first step is to create a new Document Parser and choose 'Purchase Orders' as the document type. You will then be prompted to upload some sample invoices. Once done, click on 'Continue to Parser'.
At this point, Docparser automatically created the following parsing rules for you:
- Purchase Order Date
- Purchase Order Number
- Purchase Order Totals
You can then navigate to 'Documents' and flip through the purchase and sales orders which you already uploaded. In case the fields listed above are the only data points you want to extract you are already done with the setup. In case your parsing rules are not returning the correct data, please refer to this article.
You can now upload more documents and download your parsed in Excel, CSV, XML or JSON format. You can also choose to create a webhook integration which will copy your parsed data to other software applications in real-time.
Adding Custom Parsing Rules
In case you want to extract more data fields from your invoices (vendor, line-items, ...) you can add additional custom parsing rules. Go to 'Parsing Rules' and click on 'Create Parsing Rule'. You'll see different parsing rule presets suitable for Purchase and Sales Order parsing.
Next to the presets dedicated to Purchase Order parsing you can also choose to add a 'Generic Parsing Rule' which will allow you to extract any kind of data from invoices. Please see the articles linked below for more details on creating custom rules.