How does OCR scan work?
The terms used in the article below correspond to iSYBUY. To find iBAT equivalents, click on this link.
OCR allows you to scan a quote sent to you by one of your suppliers directly into your application, saving your time when placing an order. You can do this from your mobile phone if you have subscribed to the mobile application, but also from your PC.
In this article :
Note :
This is a chargeable option that we can add to your account. If you would like more information on this subject, please contact your account manager or email us at support@ibat-solution.com.
Ordering from iSYBUY on the web
The first step is to go to the "Order" tab (1) . Once the option is activated, a "Scan quotation" button (2) appears just next to the "Free-form" button.
If you click on "Scan a quote", a window will open. The first step is to enter the supplier's name.
Then click on this insert to add your quote ; or drag it directly from your file manager into the insert.
Once you have added your document, you will find it on the left-hand side of your screen (1).
On the right-hand side, all the item lines in your quotation have been analysed and can be edited (2). After checking, if you see that everything is correct, you can directly validate the entire quote by clicking on the "Validate all scanned items" button (3). If you only want to validate certain items, you can also do so, by selecting only the lines you want (4). Some items in your order may be rental items. You can either validate everything as rental (5), or only the items of your choice by validating them line by line (6).
Note :
If certain items are in orange: this means that you need to check these boxes, as there may be an inconsistency.
If you have ticked a rental box (1), you will need to specify the dates and duration of the rental (2). When you have ticked the items to be validated (3), the tick appears in green. The total amount will then appear at the bottom right of your screen (4). Once you have added all the items, click on "Add items to basket" (5).
Once you're in your basket, you'll find all the items you've selected for your quote (1). You can add new items or scan a new quote if you wish (2). Alternatively, you can validate your basket directly and place your order (3).
Note :
If you would like more information on how to place an order, please refer to the Help Centre articles on this subject.
Track the number of scans performed
Administrators can track the number of scans performed by clicking on the "Management" menu, then on the "XLS Data Export" tab, then on "XLS OCR Export". Simply enter the period you wish to analyse, then click on "Start export".
This triggers the download of an Excel file directly to your download bar (3). The file has 2 tabs:
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First tab : "Billable items".
This lists all the items that have been sent to our document analysis service provider. As soon as a document is scanned, it is added to this tab (whether the scan is transformed into a basket, an order or abandoned).
The "Date" corresponds to the date on which the scan was performed. -
Second tab : "Orders"
Only items that have been added to a basket are listed here.
If the "iSYBUY Reference" column is filled in, then the basket has been converted into an order.
If the "iSYBUY Reference" column is empty, then the document is still in the basket (basket not transformed into an order), or the basket has been deleted.
The "Date" corresponds to the creation date of the order (or basket, if "iSYBUY Reference" is empty).
Note :
If you find duplicate documents in the Excel file, this means that the document has been added to 2 different baskets (2 different browser tabs, for example), or has been sent to our service provider several times.
Do you have any other questions we haven't thought of? Send us your request at this address. We look forward to hearing from you!
Related keywords :
How it works - OCR - quote - hire - basket - order - save time - buy