Documents

The Documents view shows processing statuses of order intakes, and enables correcting exceptions and continuing processing.

The Documents view provides a list of all incoming orders submitted to your company’s order inbox, either by email or through file upload. Both events trigger the Order Intake Value Stream, and the document view serves as a log of these incoming orders.

On this page, you can manage uploaded documents. Use the Status filter, for example: all statuses, and Sort options such as last updated or newest first, to refine and organize the list according to your needs.

Each card represents one uploaded file and displays key details, including the file name, file size, last updated timestamp, and a status badge. Document statuses include:

• Initialization - the Order Intake value stream has started for this upload, extraction and validation are in progress.

• Processed - no blocking errors were found, the intake is ready for review and the order can be submitted.

• Completed - processing finished and the order was submitted successfully.

• Error - processing stopped because required data is missing or invalid, or another failure occurred, you can fix the issues after choosing the Manage option.

• Skipped - the intake was rejected by the user and the skipped option was used in the document Manage view.

Documents — cockpit order intakes

Managing the uploaded documents

You can manage all the files that were uploaded to the cockpit. To open a specific file, choose the Manage action on the card. You can review the extracted content and the processing status for a single order intake case. Use this view to correct issues found during initialization or validation, for example missing customer/address data, and to manage not-found or out-of-stock products so the intake can be completed once the required information is available. With the document management, you can add alternative products and include them in the cart, or skip items that do not need to be ordered.

Order intake - Document view

When your work on the document is finished, you can save it for later, skip it, or submit the order right away. Additionally, in each of the documents, you can see the fields that were validated and matched by AI.

Purchase Order document management