DOC-10 · DOCUMENT AI & OCR
SCAN THE CUSTOMER PO. WE BUILD THE SALES ORDER.
Workover ERP's Document AI reads customer purchase orders — PDF, photo, or fax scan — using OCR, maps line items to your part numbers and pricing with machine learning, and creates a sales order with one work order per line item. Estimate vs actual cost then tracks automatically at the job level and rolls up to the sales order.
CAPABILITIES
WHAT'S INSIDE DOCUMENT AI & OCR
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OCR PO CAPTURE
Drop in a PDF, photo, or scan. Fields, line items, quantities, pricing, and terms are extracted in seconds.
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ML PART MATCHING
Machine learning maps customer descriptions to your part numbers and price books — and learns from corrections.
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AUTO SALES ORDERS
A verified extraction becomes a sales order in one click, with confidence scores on every field.
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ONE JOB PER LINE
Each SO line generates its own work order, carrying the estimate as the cost baseline.
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ESTIMATE VS ACTUAL PER JOB
Labor, material, and outside processing track against the estimate on every job in real time.
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SO-LEVEL ROLLUP
Job costs and margins roll up to the sales order, so you see profitability per PO — not just per part.
DOCUMENT AI & OCR IN FOUR MOVES
SCAN
A customer emails PO #PWS-88214. It is dropped into Workover ERP.
EXTRACT
OCR reads three line items; ML matches them to your parts at 99% confidence.
CREATE
Sales order SO-3117 is created — WO-2041, 2042, and 2043, one per line.
TRACK
Each job tracks actual vs estimate; SO-3117 shows a live rolled-up margin of 33.8%.
FAQ
DOCUMENT AI & OCR — QUESTIONS WE GET
What file types can the OCR read?
PDFs, photos, and scanned images — including faxed POs. Extraction handles multi-line POs with quantities, unit pricing, ship dates, and terms.
What happens if the OCR is unsure?
Every extracted field carries a confidence score. Low-confidence fields are flagged for a human to confirm, and the machine learning model improves from each correction.
How are line items turned into jobs?
Each sales order line generates its own work order with the quoted estimate as its cost baseline, so estimation vs actual is tracked per job and rolled up to the sales-order level.
Does it also read vendor invoices?
Yes. The same document engine can capture vendor invoices for the AP three-way match in procurement.
SEE DOCUMENT AI & OCR ON YOUR DATA
Bring one real job. We'll show it running end to end in a 30-minute live demo.
RELATED MODULES
Sales & Quoting →Procurement →AI Agents →Financials →