Private
Project *AFC APPFORSOLARArtificial Intillegence » Algo Trade Automation » Algo Trade Manual » Bulk mail Automation with web interface » Bulk Mail Service For Bench Sales » Code Generation Tool » Cold Emailing Automation (AI-Driven) » Invoice Inventory Automation » invoice to inventory for evergreen » Test Automation » What's app Bulk messaging with AI agents » Zelle Payment for evergreenCharan Technologies _ DevelopmentEver green Farms USA (static website)Evergreen farms (pos)Evergreen React ApplicationFinwareGas Station ERPHackthonIT HappENSLucky BraidsMy Produce StandNexPumpNexZen Printer AgentNoxa_JewelleryOffice Requirments » Daily Tasks For Madhu » Employees requirements » Recruitment senior mern stack developer » Red MIne Speed » Senior Mern Stack DeveloperQA TestersRare FruitsRegal SolarRegal Solar DMRegal Solar Energy_ ReactReliance Home Builders_ reactRemit2AnyRestaurant POSRSVPRushi GardensRV_ EngraverSoloar AppSri Farms _ DMSri_FarmsTech FourceTechnical RequirementsTechy_DevelopmentTechy_POS Travel Mate
Tracker *Bug Feature Support Testing
Subject *
Description Edit Implement and validate the workflow for verifying vendor invoices by matching invoice products with existing products in the system. The system should leverage AI-based extraction to identify and suggest similar products. Based on user/client validation, the system should either map to an existing product or create a new one. Business Requirement: The client requires an intelligent invoice verification mechanism where: Products from vendor invoices are extracted using AI. Extracted products are compared against the existing product database. If similar products are found: Suggest them to the user. Allow user to accept or reject the suggestion. If no suitable match is found or user rejects suggestions: Allow creation of a new product. Workflow / Functional Flow: Invoice Upload User uploads vendor invoice (PDF/Image). AI extraction process is triggered. AI Data Extraction Extract fields: Product Name Quantity Unit Price Total Price Vendor Details (optional) Product Matching Logic System compares extracted product names with existing products using: Exact match Partial match (string similarity) AI similarity model Similar Product Suggestion If similar products found: Display list of suggested products. Show confidence score (if available). User Decision Handling Accept Suggestion Map invoice product to selected existing product. Reject Suggestion Proceed to create new product. New Product Creation Auto-fill fields from extracted data. Allow user to edit before saving. Invoice Verification Completion All products must be mapped (existing or new). Mark invoice as "Verified". Acceptance Criteria: ID Criteria AC1 Invoice upload should trigger AI extraction successfully AC2 Extracted product data should be displayed correctly AC3 System should suggest similar products when matches exist AC4 User should be able to accept a suggested product AC5 User should be able to reject suggestions and create a new product AC6 New product form should be pre-filled with extracted data AC7 Invoice cannot be marked verified unless all products are mapped AC8 System should handle duplicate/similar product names correctly AC9 Confidence score (if available) should be visible for suggestions AC10 No data loss should occur during mapping or creation Test Scenarios (QA Coverage): Positive Scenarios Upload valid invoice → AI extracts correctly → suggestions shown Accept suggested product → mapping successful Reject suggestion → create new product → saved successfully Negative Scenarios AI extraction fails → error handling No similar products found → direct new product flow Incorrect AI suggestion → user rejects and proceeds Edge Cases Similar product names with slight variations (e.g., “Rose Plant” vs “Red Rose Plant”) Multiple similar matches returned Duplicate products in invoice Special characters / OCR errors in product names UI Expectations: Highlight extracted products clearly Show “Suggested Products” section Provide: Accept button Reject/Create New button Editable form for new product creation Dependencies: AI Extraction Service Product Database Matching Algorithm / Similarity Engine
Status Closed
Priority *Low Normal High Immediate
Assignee Ajit AChandra SekharDivya Inapakurthighazala shamimJohn PatchalaKalyan RavulaKarthik PalakondaMadhu BabuMani KantaPavan Kumar MuralaRamu KodaliRavi Shankar PalleRavindra AtthotaRubanraj cSai MahanandaSai Priyatham SadineniSai Teja PopuriSravani RangannapalemTeja Sriram SanganiThirupathirao Uppuvinay palakondaYalavarthi Thriveni
Target version Sprint4(03/11/2026-03/20/2026) Sprint5 (03-23-2026 to 04/03/2026) Backlog
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Page/ Module (POS) *--- Please select ---E2E Dashboard POS Customers Requests Quotes Invoices Jobs Users Partners Labor Field Staff Events Warehouse Featured Items Help Guide Services – Categories Services – Services Products – Categories Products – Sub Categories Products – Products Assets – Categories Assets – Assets Assets – Usage Sales Sales Return Purchases – Vendors purchases - vendor invoices Admin – View Orders Admin – Offers Admin – PreOrders Admin – Coupons Admin - Delivery Configuration Maintenance – Products Maintenance – Assets Subscriptions – service Plans Subscriptions – Subscribers Subscriptions – Buy Plan Subscriptions – Share Plans Login Product Subscription E commerce Product Qoutations post job flow Expenses