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Feature #4515

closed

Automated Invoice-to-Inventory Pipeline

Added by Yogeesh sai about 2 months ago. Updated 15 days ago.

Status:
Closed
Priority:
Normal
Assignee:
Start date:
10/16/2025
Due date:
% Done:

30%

Estimated time:
8:00 h
Spent time:

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Related issues

Updated by Yogeesh sai about 2 months ago

1.Invoice Ingestion
Source: email, scanned PDF, API upload, or ERP export.
Tools: AWS S3, Google Drive API, or webhook listener.

2.Invoice Data Extraction
Use OCR (Optical Character Recognition) and NLP to extract fields such as:
Invoice number, supplier, date
Product name, quantity, unit price, total amount

Tools:
OpenAI GPT + LayoutLM, Amazon Textract, or Google Document AI

3.Data Validation & Normalization
Clean extracted data (convert units, match SKUs, check for duplicates).

Cross-check with master inventory catalog.

4.Inventory Update
Update stock levels in the inventory database automatically.
For purchase invoices: increase stock.
For sales invoices: decrease stock.
Tools: SQL/NoSQL DB (PostgreSQL, MongoDB) or ERP integration.

5.Error Handling & Approval Workflow
If confidence score < threshold → send for human review.
Dashboard or Slack alert for discrepancies.

6.Analytics & Reporting
Real-time dashboard showing:
Incoming stock, outgoing stock, reorder alerts, and invoice trends.
Tools: Power BI, Grafana, or custom React dashboard.

Updated by Yogeesh sai about 2 months ago

  • % Done changed from 0 to 30

1.Invoice Ingestion
Source: email, scanned PDF, API upload, or ERP export.
Tools: AWS S3, Google Drive API, or webhook listener.

2.Invoice Data Extraction
Use OCR (Optical Character Recognition) and NLP to extract fields such as:
Invoice number, supplier, date
Product name, quantity, unit price, total amount

Tools:
OpenAI GPT + LayoutLM, Amazon Textract, or Google Document AI

3.Data Validation & Normalization
Clean extracted data (convert units, match SKUs, check for duplicates).

Cross-check with master inventory catalog.

4.Inventory Update
Update stock levels in the inventory database automatically.
For purchase invoices: increase stock.
For sales invoices: decrease stock.
Tools: SQL/NoSQL DB (PostgreSQL, MongoDB) or ERP integration.

5.Error Handling & Approval Workflow
If confidence score < threshold → send for human review.
Dashboard or Slack alert for discrepancies.

6.Analytics & Reporting
Real-time dashboard showing:
Incoming stock, outgoing stock, reorder alerts, and invoice trends.
Tools: Power BI, Grafana, or custom React dashboard.

Actions #3

Updated by Yogeesh sai 15 days ago

  • Status changed from New to Closed
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