> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thickdot.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Get Started with the AI Receiving Platform in Minutes

> Upload your first packing slip, watch the AI extract line items and match them to your ERP, and see the result in under 1 minute.

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.

<Note>
  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](/admin/integrations) — to set one up first.
</Note>

## Upload Your First Packing Slip

<Steps>
  <Step title="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.
  </Step>

  <Step title="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 document

    On 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.
  </Step>

  <Step title="Monitor processing">
    Uploaded files enter the processing queue immediately. Navigate to the [**Document Inbox**](/guides/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.
  </Step>

  <Step title="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**.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

| Status           | Meaning                                                                                             | Action required?                                                                             |
| ---------------- | --------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------- |
| **Queued**       | The document has been received and is waiting for a processing slot.                                | None, processing starts automatically.                                                       |
| **Processing**   | The Brain is running OCR, extracting structured data, and matching against your ERP.                | None, wait for completion.                                                                   |
| **Needs Review** | A discrepancy was found, or extraction confidence is below your threshold.                          | Yes, open Document Details and approve or reject.                                            |
| **Approved**     | All lines matched successfully and a goods receipt has been posted to your ERP.                     | None, receipt is complete.                                                                   |
| **Rejected**     | A reviewer manually rejected the document.                                                          | None, the rejection and reason are logged in the audit trail.                                |
| **Failed**       | A processing error prevented completion (for example, an unreadable file or a lost ERP connection). | Yes, check the error detail on the document row and re-upload or contact your administrator. |

<Tip>
  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**](/admin/integrations) to verify the connection and re-authenticate if needed.
</Tip>