User Manual
  • Welcome
    • Getting Started
      • Introductory Note
      • Creating an Account
    • Setting up Workspaces
      • Buying a new Workspace
      • Single cluster and multiple cluster
        • Setting up a Single Data Cluster
        • Setting up Multiple Data Clusters
      • Setting up Fields to Extract
      • Setting up Export Templates
    • Assign Users
      • Create Users and add them to the Realm
      • Assign User To A Workspace
    • Running the Extraction WorkFlow
      • Upload Documents
        • Uploading documents from the Admin panel
        • Uploading documents from Web App
      • Extract Records
      • Verify Records
      • Export Data
    • Databridge
      • Inbox
      • Purchase Orders
      • Sales Order
      • Exception
      • General
      • Duplicates
      • Starred
      • Direct Entry
      • Audit Logs
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Direct Entry

After you classify a document as PO, if SageX recognizes that the PO document is invalid or a scanned document it will mark it as invalid.

PreviousStarredNextAudit Logs

Last updated 10 months ago

  • The invalid documents will be classified in the Direct Entry folder and you can now extract the data from the invalid documents manually to your ERP.

  • Click on the Purchase Orders folder and open the email.

  • The error can be found under the tab highlighted in red. If the document is invalid or a scanned document you can click on "Mark as Handled Manually".

  • The invalid documents will be classified in the Direct Entry folder and you can now extract the data from the invalid documents manually from Scanned PO and make an entry to Your ERP.