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This guide walks you through the complete receiving workflow from your very first document. By the end, you will have uploaded a packing slip, watched the Brain extract its contents and match them against a live PO in your ERP, and either seen an automatic approval post to your ERP or reviewed a flagged discrepancy in the Document Inbox.
Before you begin, make sure you have an active account and at least one ERP integration configured. If you have not connected an ERP yet, head to Admin > Integrations — or jump to the ERP Integrations guide — to set one up first.

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Upload Your First Packing Slip

1

Navigate to the Upload page

From the main navigation, go to Dashboard > Upload. You can also click the Upload button that appears in the top-right corner of the Overview screen. Either path takes you to the same document upload interface.
2

Upload a packing slip

Drag and drop your file onto the upload area, or click Browse Files to open a file picker.Supported formats: PDF, PNG, JPG, TIFF, WEBP Maximum file size: 50 MB per documentOn a mobile device, tap Take Photo to capture the packing slip directly with your camera. The platform treats the photo exactly like a file upload.Once your file is selected and you click upload, the upload begins. You will see a progress indicator while the file transfers.
3

Monitor processing

Uploaded files enter the processing queue immediately. Navigate to the Document Inbox to watch real-time status updates.The status badge next to your document updates as the Brain works through AI + OCR, extraction, and ERP matching. Typical processing time is under 30 seconds for a standard packing slip, no page refresh needed.
4

Review the result

When processing finishes, the document settles into one of two outcomes:
  • Approved — every line matched within your configured tolerances. A goods receipt has already been posted to your ERP. No action needed.
  • Needs Review — a discrepancy was detected or extraction confidence fell below your threshold. Click the document row to open Document Details.
5

Take action if needed

On the Document Details page, open the Match Results tab. You will see the original packing slip data on one side (extracted line items) paired with their ERP counterparts on the other.If a value is incorrect, click the field inline to edit it directly. For example, to fix a misread quantity. Once you are satisfied with the match:
  • Click Approve to post the goods receipt to your ERP.
  • Click Reject to dismiss the document and log the reason for your records.

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Document Status Reference

Every document in the platform moves through a defined set of statuses. Use this reference to understand what each one means and what, if anything, you need to do.
If your document lands in Failed status and the error message mentions an ERP connection issue, your integration credentials may have expired or your ERP instance may be unreachable. Go to Admin > Integrations to verify the connection and re-authenticate if needed.
Last modified on August 1, 2026