Recording a delivery: document photo or PDF
How to start a goods receiving by photographing the delivery note or uploading the invoice PDF in Klyra.
Every goods receipt in Klyra starts from a document: a photo of the paper delivery note or the PDF of the electronic invoice received from the supplier is enough. The system automatically recognises the supplier and prepares the lines to verify, with no initial manual entry.
Taking a photo from the tablet or phone
From Kiosk, Station or the mobile app you can photograph the delivery document as soon as it arrives, right in front of the driver. The guided framing helps avoid blurry or cropped photos that would slow down automatic reading.
If the document has several pages, you can add more shots to the same receipt before moving on to reading.
Uploading a PDF you already received
When a supplier sends an invoice or delivery note as a PDF by email, you can upload it directly to Klyra without using the camera. Digital text quality generally makes automatic reading more accurate than a photo.
- Guided photo from Kiosk, Station or mobile
- PDF upload from email or a local file
- Multi-page documents in a single receipt
Automatic supplier recognition
Klyra tries to recognise the supplier from the uploaded document based on data already in your records. If recognition fails, you can select the supplier manually before continuing with line reading.
Cosa trovi in questa guida
- delivery note at drop-off
- document photo
- PDF upload
- receiving OCR
- recognised supplier
- starting a receipt
Passaggi
- Open the goods receiving section from Kiosk, Station or the app
- Choose whether to take a photo or upload a PDF file
- Add any further pages of the same document
- Check or correct the automatically recognised supplier
- Confirm to start the automatic reading of the document
Problemi frequenti
- The photo is unreadable → the document was folded or backlit when photographed → retake the photo on a flat surface with good lighting
- The wrong supplier is recognised → two suppliers have a similar header in the records → correct it manually and check the supplier data
- The uploaded PDF will not open → the file is corrupted or not actually a PDF → ask the supplier to resend the document
- A page is missing from a multi-page document → only the first photo was uploaded → add the missing pages before confirming the receipt
Domande frequenti
Can I record a receipt without a physical document?
It is recommended to always have a reference document (delivery note or invoice); in exceptional cases you can still enter the lines manually without a photo.
What is the difference between uploading a photo and a PDF?
The final result is the same, but a native PDF generally produces a more accurate automatic reading than a photo.
What happens if the supplier is not yet in the records?
You can create it on the fly during the receipt, so the document stays properly linked for future deliveries too.
Is the document photo kept after the receipt is confirmed?
Yes, the original document stays attached to the receipt and can be viewed at any time from the history.
Guide collegate
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