Create Sales Order from Customer PO using Manu AI
Objective
This guide explains how to use Manu AI to extract order details from a Customer PO PDF and create a Sales Order in ManufApp after user confirmation.
Step 1: Navigate to Sales Orders
Go to:
Orders > Sales Orders
Step 2: Open Manu AI
Click on the Manu AI option available on the Sales Orders screen.
Step 3: Attach the Customer PO
Click on the Attach File button.
Step 4: Select the Customer PO PDF
Find and select the Customer PO PDF from your system.
Step 5: Upload and Send the PO
Upload the Customer PO file and click Send.
Step 6: Review SO Details in Chat
Once the PO is processed, the Sales Order details will be visible in the chat.
Step 7: Confirm Sales Order Creation
Follow the steps shown in the chat.
Once the details are correct, confirm with the AI to create the Sales Order.
Step 8: Sales Order Created
After confirmation, the Sales Order will be created in the ManufApp system.
You can then open the Sales Order from the system and verify the final details.
Conclusion
By using Manu AI, users can quickly convert a Customer PO PDF into a Sales Order. The AI reads the PO, shows the extracted SO details in the chat, and creates the Sales Order in the system after user confirmation.
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