How does OCR work on mobile phones ?
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 you 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. We'll look here at how to use OCR your mobile application.
Note :
This is a chargeable option that we can add for you. If you would like more information on this subject, please contact your iSYBUY representative or email support@ibat-solution.com.
In this article :
Accessing to OCR
Once you have logged in, the first step is to click on "Projects" (1) to choose the one you wish to order from. Then click on the one of your choice (2).
Then click on "Scan a quote"
How to scan a quote ?
On the page that opens, you must first enter the name of the supplier.
Once you have indicated a supplier, a pop-up window will appear. You will have to choose whether you want to take a photo of a quote you have in front of you (or on your computer), or you can add a photo that is stored on your phone.
Once you have uploaded or photographed your quote, you can add one or more others if all the items you want to order are not on the same document (1).
You can also click on the document you have uploaded if necessary (2). You can delete it (3), crop the image (4) or keep it as it is (5).
Once you have made all the changes and added the estimate(s), click on "Analyse the document(s)" (6).
Analysing a quote
Once you have analysed the estimate, you can validate the entire estimate by clicking on the "Validate all items" button (1). If you only wish to validate certain items, you can also do so by selecting only the lines you require (2).
If some of the information is not correct, or if you wish to make changes, simply click on the corresponding button (3). A pop-up window will then open in which you can specify the changes you wish to make (4).
You have the option of having certain items in your order that are rental items. You can then tick the corresponding box (1) to specify this.
A pop-up window will then open in which you will need to specify the rental information, in particular the dates and duration (2). Once you've filled in the details, click "Apply" (3).
When you have ticked the items to be validated (1), the tick appears in green. The total amount is then displayed at the bottom of your screen (2).
Turning a quote into a basket
Once you have added all the items, click on "Add to basket" (3).
You will then find all the items in your quote that you have selected (1). You can add new items (2) if you wish. Otherwise, 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.
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 :
OCR - quote - purchase - hire - basket - order - application - mobile - IOS - Android