Retail

Retail operations generate a constant stream of documents—supplier invoices, purchase orders, shipping paperwork, returns, vendor catalogs, store receipts, and compliance certificates. When those documents arrive as PDFs, scans, or email attachments, manual processing becomes a bottleneck that slows replenishment, increases discrepancies, and reduces margin visibility.

Enterflow applies AI OCR and document workflows to retail so you can turn incoming documents into structured data, validate it against your business rules, and push it into your ERP, inventory, and finance systems—fast and consistently.

Where AI OCR delivers value in Retail

1) Supplier invoices and credit notes (AP automation for retail volume)

Retail tends to have many suppliers and high document volume.

Typical documents

• supplier invoices, credit notes

• rebates and vendor support documents

• purchase adjustments

What we extract

• supplier identifiers, invoice number, dates, currency

• totals, tax/VAT, discounts, rebates

• line items (SKU/description, quantity, unit price)

• shipping/freight charges and surcharges

Why it matters

• faster invoice capture and approval

• fewer overpayments and missed credits

• clear exception handling when totals, discounts, or tax don’t match expectations

2) Purchase orders, order confirmations, and vendor acknowledgements

Automate order documentation so procurement and replenishment stay accurate.

Typical documents

• POs and PO amendments

• vendor acknowledgements/confirmations

• pro forma invoices

What the workflow does

• extracts PO numbers, delivery dates, line items, substitutions

• detects changes from the original PO (quantity changes, backorders, price changes)

• routes exceptions to buyers for approval

3) Shipping documents and receiving (GRN, ASN, packing lists)

In retail, receiving accuracy directly impacts inventory and customer fulfillment.

Typical documents

• packing lists and delivery notes

• goods received notes (GRN)

• advance shipping notices (ASN) PDFs

• bills of lading (where relevant)

What we extract

• shipment identifiers, carrier details, delivery dates

• carton counts, weights, tracking references

• line items and quantities received/shipped

Use cases

• faster receiving and put-away

• reduced inventory discrepancies

• automated match to PO and invoice (two-way / three-way match support)

4) Returns and chargebacks (RMA, claims, discrepancy handling)

Returns generate fragmented documentation that is often handled manually.

Typical documents

• return merchandise authorizations (RMA)

• claims and discrepancy reports (short shipments, damages)

• chargeback documentation from marketplaces/retailers

What the workflow does

• extracts claim reasons, quantities, item references

• structures evidence packets (photos + PDFs + forms)

• supports routing to the right team and accelerates resolution

5) Product catalogs and price lists (vendor onboarding and updates)

Retail teams frequently receive product data in PDFs, spreadsheets, and inconsistent formats.

Typical documents

• vendor catalogs (PDF), price lists, assortment sheets

• product spec sheets and compliance declarations

What the workflow does

• extracts product attributes (brand, size, color, pack, case qty)

• structures pricing, discounts, effective dates

• flags changes vs existing master data for review

• supports bulk ingestion into PIM/ERP workflows

6) Store-level paperwork (receipts, expense claims, compliance docs)

For multi-store operations, standardizing paperwork reduces admin overhead.

Typical documents

• store receipts and petty cash documentation

• maintenance invoices

• compliance certificates (food safety, supplier declarations, etc.)

What the workflow does

• captures consistent fields for expense and audit trails

• classifies and routes items to the right approval queues

• reduces time spent searching for evidence later

Retail-specific validation (what prevents margin leakage)

We implement checks tailored to retail realities, such as:

• pricing validation against agreed price lists or contracts

• discount and rebate logic validation (including effective dates)

• tax/VAT consistency checks by region

• duplicate invoice detection and mismatch alerts

• quantity and unit-of-measure normalization (each vs case vs pack)

• tolerance rules for partial shipments and substitutions

Key data we track (so success is measurable)

We define success with metrics that map to retail operations:

• Straight-through processing rate (no manual intervention)

• Exception rate and top exception categories (price mismatch, qty mismatch, missing PO, etc.)

• Processing time per document (and end-to-end cycle time)

• Inventory discrepancy reduction (receiving vs PO vs invoice)

• Cost per document vs manual handling

• Recovered value (credits captured, overcharges detected, chargebacks resolved faster)

Integration targets (where the data goes)

We integrate extracted and validated data into your existing systems, commonly:

• ERP and finance (posting invoices, credits, journal evidence)

• inventory and warehouse systems (receiving, GRN updates)

• procurement platforms (PO lifecycle)

• PIM/catalog systems (product attributes and pricing updates)

• ticketing/workflow tools (exceptions, approvals, claims)

Integration can be API-based, event-driven (queues/webhooks), file-based, or adapted to your environment.

Security and private deployments

Retail documents often contain sensitive supplier terms, bank details, and customer-related information. We support:

• private cloud deployments (AWS, Azure, or GCP)

• private networking, encryption, IAM/RBAC, audit logs

• configurable retention and deletion policies

Want to see what this would automate in your retail workflow?

If you share a small sample set, we can map:

• extraction coverage and expected accuracy,

• exception logic and tolerance rules,

• integrations into your ERP/inventory stack,

• and a phased rollout plan (pilot → scale).

Contact: info@enterflow.ai
Website: https://enterflow.ai/**