Scan, Sign & AI Chat
Mobile App
The mobile app pairs with your account via QR code and brings scanner, signature, chat and documents to your phone.
DownloadGuidesPDF · EN20 pages
Practical Guide Industry and Manufacturing
Checking delivery notes against the order line by line? The variance per item is already there. This guide shows how PaperOffice captures your goods-receipt documents, reads line items and batches, and matches order, delivery note and invoice by the purchase order reference.
The file is available in English and German; you download the version in the language of this page. Free, no registration.
Trusted by leading companies worldwide
OEM PARTNERSHIP
Hardware giants choose PaperOffice exclusively.
Sole official DMS partner for QNAP: Classic app, AI BYOS.
MoreISO/IEC 27001
CERTIFIED
SOC 2 Type 2
IN PREPARATION
Sole official DMS partner for ASUSTOR: Classic app, AI BYOS.
MoreWhat's inside
- Monday, 7:40 a.m. at the gate
- What holds up goods receipt
- The process at a glance
- One workspace for goods receipt
- Connecting the gate scanner and the mailbox
- Recognizing document types
- Creating agents for line items
- Reviewing line items and batches
- Grouping by purchase order reference
- What the match needs
- Resolving variances on the invoice
- Tracing a batch, handing over data
- What teams ask when they start
- Try it yourself in 45 minutes
- Further reading: datasheets and short guide
- Your first result in five days
- Checklist and start
Who it is for
Goods receipt: You accept goods and delivery notes at the gate and want to know whether the delivery matches the order. Purchasing: You settle over-deliveries, prices and missing documents with the supplier. Quality: For every batch, you need the delivery note, the certificate and the inspection report.
Key facts
- 20 pages, with a test package to try it yourself in 45 minutes
- Orders, delivery notes and invoices of one plant sit in one workspace with AI-DMS Premium.
- The network scanner at the gate scans via SFTP into its own inbox, and a connector brings the scans into the workspace.
- IDP Agents created from templates read the purchase order reference and line items, on the delivery note also batch, serial number and weight.
- PaperOffice matches documents with the same purchase order reference by item number: Ordered, Delivered, Invoiced.
- Booking stays in your ERP. PaperOffice delivers the fields by export or REST API.
Questions and answers
Frequently asked questions about this download
Do we need a template per supplier?
No. You create the agent once from a template, and it reads the fields by content, even in a new layout. Test with documents from several suppliers before it runs automatically.
What does the match need?
Order, delivery note and invoice in the same workspace, with an identically spelled purchase order reference. For quantities and prices, line items need the same item number.
How does the data get into our ERP?
Booking stays in your ERP. PaperOffice delivers the fields by export or through the REST API, and the match per purchase order reference by API as well.
Need personalized advice?
Our experts are happy to help you choose the right solution.
Request consultation
