Upload Invoice
Before uploading the invoice, please ensure that the invoice is in PDF format and the file has only one invoice. You can verify this by checking the invoice number on all pages on the invoice.
▶️ You can also refer to the video attached at the end of article.
On your Dashboard, select ‘Upload Invoice’.
Choose the supplier. Select the respective supplier from the drop-down menu. Click on ‘Next’. Denven’s AI is trained to recognize and read invoices from a majority of suppliers. The system automatically processes invoices uploaded from these known suppliers. However, if you need to upload an invoice from a new or different supplier, please contact the Denven team to train the AI for that specific supplier.
Upload the invoice from your device. Ensure that you are uploading the invoice for the supplier selected in Step 1. Click on 'Upload Invoice’.
If the selected supplier and uploaded invoice are correct, the invoice will be successfully uploaded. Denven will then convert your PDF invoice into digital inventory.
Read Invoice
At this point, you can save the uploaded invoice as a draft and delay storing the products for later. To do so, select the 'Back to list' option at the bottom of the page. You can later access these invoices from the read Invoice section or Invoice History.
When adding products from the invoice to the system, users can ignore or remove unwanted products using the Ignore option or by selecting the red Bin icon. This feature is useful for excluding marketing materials, catalogs, or sample supplies that might have been included by the supplier, ensuring that only relevant products are added to your stock.
Handling Kits in Invoices: When receiving kits, Denven provides two options:
Store the Entire Kit: You can choose to save the kit as a single item in your inventory.
Store Individual Products: Alternatively, you can select and store the individual products within the kit separately.
If you prefer to save the individual products, simply ignore the kit entry. Conversely, if you want to save the kit as a whole, you can delete or ignore the individual items by selecting the red Bin icon or Ignore button on the invoice.
Confirm and Store
When you are ready to proceed with storing the products, you can assign either a common storage location for all products or individual storage locations to each product as needed. Denven recommends initially moving all products to the Stock Room. Once the products have been reviewed and released into the stock, they can be transferred to different storage locations. Selecting a storage location is a mandatory step when processing invoice products.
After assigning storage, select 'Confirm and Store'. The products will then be moved to the draft stock for further processing. Once the invoice is confirmed, Denven will cross check the information and fill in any missing details such as manufacturer names or barcodes. If a product already has a barcode from previous entries, the system will automatically attach the same barcode to the product during this step.
Here is the tutorial video for how to upload invoice in Denven System :-
Step-by-step video guide...