Delivery note is one of important documents in managing transactional activities between seller and customer. This document type functions as a companion to the shipment of goods, encompassing the details of to who and where it will be delivered. For many business purposes, it is essential to extract information from delivery notes. Such as for ensuring that the invoices are correctly billed, or to serve as official records that goods have been dispatched to customers.
Among all the information on a delivery note, there are several key details that commonly need to be extracted as follow:
- Delivery date: When the goods were shipped or delivered.
- Order number: The unique identifier for the shipment.
- Customer information: Details such as name, address, and contact information.
- Item description: Details about the products delivered, including quantity and specifications.
- Supplier information: Details of the sender or supplier of the goods.
- Invoice number: The reference number for billing purposes.
In this article, we put together three methods for extracting data from delivery notes that you can choose from. Each method has its advantages, and choosing the right one depends on your requirements and the volume of documents you handle.
[Method 1] Copy-Pasting
This method is the most basic way and is only suitable for transferring small amounts of information.
Step 1: Open your PDF delivery note and the platform where you plan to put the data
Step 2: Select text or number you want to copy and press ctrl+c
Step 3: Go to the target platform and paste the data by pressing ctrl+v
Step 4: Keep going until all your preferred data is fully entered
[Method 2] PDF to Docx Conversion
This method can also be an alternative if you have a delivery note in PDF and want a faster process. However, the result may be less structured and may lose some formatting.
Step 1: Open online PDF to Docx conversion
Step 2: Drop your PDF delivery note and start the conversion
Step 3: Download the resulting file
Step 4: Now that your document is editable, you can organize specific data in the way you need
[Method 3] OCR Automated Data Extraction
This method works flexibly for both captured images or documents of delivery notes. Using OCR by Fintelite, you can automatically extract important data much more efficiently just in seconds. It saves you more time and reduces the risk of human error.
Step 1: Sign in to OCR dashboard
Step 2: Choose delivery note as the document type
Step 3: Upload your file, start the extraction process, and wait a moment
Step 3: After that, you can review the result on ‘scanned document’ page and make adjustments if necessary
Step 4: Export the extraction result into structured XLS file or directly send it to your accounting system like Xero and Quickbooks
Start extracting documents in no time – Try Fintelite OCR for Free!
