Meet SmartCapture and SmartMatch
SmartCapture and SmartMatch help teams move from uploaded documents to structured operational records without surrendering human control. Information is extracted for review — not silently accepted — and users can correct, reconcile, and approve it before it affects the order.
How It Works
Upload
Select the Purchase Order, Sales Order, or quotation.
Extract
PSCM identifies the document's operational and financial information.
Review
Confirm or correct the extracted values.
Match
SmartMatch connects supporting-document lines to Purchase Order lines.
Apply
Approved information becomes part of the controlled order workflow.
Turn a Purchase Order document into a structured, reviewable PSCM order.
SmartCapture extracts Purchase Order details — including customer information, references, dates, addresses, line items, quantities, units of measure, prices, discounts, taxes, and additional costs — and presents them for human review and correction before the Purchase Order is created.
- Purchase Order document extraction
- Editable header and line-item information
- Quantity, UOM and pricing review
- Discount, tax and additional-cost capture
- Automatic financial calculations
- Original document retained with the order
- Human confirmation before saving
Extract, review, and match a Sales Order or quotation to the appropriate Purchase Order lines.
SmartMatch allows users to review and correct extracted document information, including descriptions, item references, quantities, units of measure, unit prices, discounts, taxes, additional costs, addresses, dates, terms, and totals. Each extracted line can be automatically or manually matched to the correct Purchase Order line.
- Sales Order and quotation extraction
- Automatic PO-line suggestions
- Manual line remapping
- Editable quantities, UOM and pricing
- Discount and additional-cost review
- Financial reconciliation
- Human approval before application
How the Review Workflow Works
Every extraction result passes through a structured human review step. These principles govern how PSCM handles document intelligence throughout the process.
Human Review Remains Part of the Workflow
Every extraction result is presented to a user for review and correction before it is applied. No extracted value is committed to an operational record without explicit human approval.
Extracted Line Items Can Be Manually Remapped
When extracted line items do not match the expected purchase-order lines, users can manually remap each extracted line to the correct destination before saving.
Quantities, Prices, and Financial Values Are Editable
Unit quantities, units of measure, unit prices, discounts, taxes, and additional costs can all be corrected during the review step.
Line Totals and Document Summaries Reconcile Automatically
As values are reviewed and corrected, line totals and document-level summaries update automatically so users can verify financial accuracy before committing.
Original Documents Remain Connected
The original uploaded document and its review context remain attached to the operational record so the source of every extracted value can be traced.
Failed Processing Preserves the Draft
When extraction is incomplete or fails, the draft record is preserved for correction or retry. No data is silently lost.
SmartCapture and SmartMatch are designed to assist human reviewers, not replace them. Extraction accuracy depends on document quality and format. All extracted values require human review and approval before affecting operational records.
See SmartCapture and SmartMatch in Action
Request a demonstration to see how PSCM handles your document types.