Invoices Without Orders - Order Capture

Users can use an image of an invoice to create an order within SmartOrders

Using the same technology as Invoice Capture, the Invoice Without Orders button uses your mobile device's camera to capture a picture of an invoice and automatically enters the information as an order into SmartOrders. This can be used to bypass manual order entry and/or when there is a non-compliant distributor. 

*Invoices without orders will not be sent to the distributor

• To do this, tap on the main menu from the SmartBar Mobile Dashboard then tap SmartOrders.
• On the SmartOrders screen, tap the orders tab. At the top of your orders, press the Upload Invoice button.
• Select the Supplier for the invoice. If you haven't done so already, allow the app access to the device's camera/media. This will let the user take a picture or use an image from their photos/downloads to use as the upload.
  • Camera access permission should appear automatically but if not, or there is an issue, go to SmartBar Mobile's app info > permissions > allow camera/media access.  Check that the app is updated to the latest version via the app store used. 
  • If taking a picture, please ensure that the invoice is on a flat surface, not obstructed by your hand, and that there is enough light for a clear, nonblurry picture.
  • A white box will appear in the capture field to help make sure the image is visible. Take the picture once the box turns, and remains, green.
  • If the image taken does not meet these requirements, an error message will appear indicating that the image can't be recognized.

NOTE: If your invoice has multiple pages, each page must be clearly captured. Single images with multiple pages will not allow the software to scan the data accurately. To achieve this, capture the first page. Once the order is created, use the Approve + Add More button to capture the next page, repeating the process until all pages are captured.

• Choose to retake the image or proceed. 

When the user proceeds, an order will be created, it will then be marked as received and inventory updated, all automatically within one business day.