User Manual
  • Welcome
    • Getting Started
      • Introductory Note
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      • Buying a new Workspace
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      • Setting up Fields to Extract
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    • 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
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      • Extract Records
      • Verify Records
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    • Databridge
      • Inbox
      • Purchase Orders
      • Sales Order
      • Exception
      • General
      • Duplicates
      • Starred
      • Direct Entry
      • Audit Logs
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Purchase Orders

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Last updated 11 months ago

  • Once your emails have been classified as Purchase Orders, SageX will attempt to extract the Data from the PO and prepare it for the Verification stage.

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

  • Look for the attached PO and click on the SageX link. You can now proceed with the Verification.

  • Check the records, make corrections if necessary and then mark as verified.

  • SageX is now ready to create the Sales Order in your ERP.