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LiquorTech Documentation

Invoice AI

Invoice AI is a powerful feature to reduce time entering new vendor product.

Video Tutorial

Login to Manager

Login to the manager side in LiquorTech. You will need your password or smart card to access this level.

Manager screen

Click on the Jobs button under the Automation box. If this button is disabled you will need to update your access permissions.

Manager screen automation box

Automated Jobs

Click Create in the top left of the screen

Automated Jobs screen

Create Job

Blank Invoice AI Screen

  1. Choose the file (PDF) to upload from the vender
  2. Check which distributor the invoice is from
  3. Press the Create P.O. button on the top left of the screen

Job Running

It may take a couple of minutes for the AI to process your invoice. You can use LiquorTech as usual while waiting for the AI to complete processing.

Invoice AI Processing

Job Complete

Once the job is complete you will see the invoice total.

Invoice AI Processing

Invoice Lines

Each line from the invoice that has been successfully processed by InvoiceAI will show up on this screen. Below is an invoice line:

Invoice AI Processing

The variants highlighted in yellow are not linked. When you press the Create P.O. button, they will not be carried forward.

The rest of the lines in the invoice have been linked to the corresponding variant in LiquorTech. If you click on the green box in the invoice line, it will take you to the variant screen. Invoice AI variant

Invoice AI Processing

Linking

To link a variant to an invoice line, click on the link button on the right side of the invoice line Invoice AI line

A prompt will then open for you search variants in LiquorTech

Click on the correct variant to link that to the invoice line Invoice AI line

Once the invoice line has been linked to a variant it will no longer be highlighted in yellow. confirm link

Delinking

If a variant has been incorrectly linked, simply click on the white ‘x’ button on the variant Invoice AI variant

Create Purchase Order

After verifying the total matches the invoice total, press the Create P.O. button to create a new purchase order. If you have a big invoice, this process may take up to a minute. You will automatically be redirected to the newly created purchase order.

You may make any changes or adjustments to here before applying the purchase order.

Purchase Order

Common Errors

LiquorTech Freezes on Upload

Upload the invoice on Google Chrome, here is a link to LiquorTech

The Totals do not Match

Some lines probably failed the AI processing. This is most likely do to a distributor not using numbers in their invoices. In the below example LiquorTech tries to read the line “1 / 0” as a number and fails, which drops the line entirely. Purchase Order Be sure to check the lines which do not have whole numbers first.

Invoice is Running Forever

  1. Vendor Not Supported Check to see if the distributor is listed as a supported vendor, if the vendor is not on the supported vendor list, please contact support to add a new vendor.
  2. Corrupted File Print the file and scan it again, some files are corrupted, while looking visually ok.
  3. Blank Pages Do not upload blank pages, or pages with no invoice lines

Support

Need some extra assistance? Contact support

support@lajoy.tech