1
00:00:00,000 --> 00:00:02,757
A customer sends a purchase order as a PDF.

2
00:00:02,757 --> 00:00:05,642
Your team needs a sales order in WooCommerce.

3
00:00:05,642 --> 00:00:10,964
This demonstration shows how PotoSales helps prepare it, while you stay in control.

4
00:00:10,964 --> 00:00:16,286
We are using the public version, zero point three point three, with fictional data.

5
00:00:16,886 --> 00:00:19,938
Open PotoSales in the WooCommerce dashboard.

6
00:00:19,938 --> 00:00:25,141
Choose Upload purchase order, select the PDF, and click Upload and extract.

7
00:00:25,141 --> 00:00:27,778
Each file contains one purchase order.

8
00:00:27,778 --> 00:00:29,928
PDFs can have up to five pages.

9
00:00:29,928 --> 00:00:34,437
The service prepares a draft; uploading does not create an order.

10
00:00:35,037 --> 00:00:37,993
Open the draft and show the original beside it.

11
00:00:37,993 --> 00:00:41,640
Check the buyer, purchase order number, date and currency.

12
00:00:41,640 --> 00:00:44,407
In this example, the date needed correction.

13
00:00:44,407 --> 00:00:46,357
Always review extracted values.

14
00:00:46,357 --> 00:00:52,394
This edited walkthrough shortens pauses between steps and does not demonstrate processing speed.

15
00:00:52,994 --> 00:00:56,876
For a repeat buyer, select the correct saved WooCommerce customer.

16
00:00:56,876 --> 00:00:58,994
This fictional example uses a guest.

17
00:00:58,994 --> 00:01:05,759
Guest orders do not save customer specific product mappings or check duplicate purchase order numbers per
customer.

18
00:01:05,759 --> 00:01:09,524
Editing the order address does not overwrite a customer profile.

19
00:01:10,124 --> 00:01:12,634
The buyer calls the panel P N L thirty.

20
00:01:12,634 --> 00:01:14,758
The store uses a different S K U.

21
00:01:14,758 --> 00:01:18,040
Search the catalogue and select the actual product.

22
00:01:18,040 --> 00:01:19,841
Repeat for the sealing tape.

23
00:01:19,841 --> 00:01:23,316
For a variable product, choose the specific variation.

24
00:01:23,316 --> 00:01:25,826
A code match still needs a human check.

25
00:01:26,426 --> 00:01:31,373
Here we have four panels at twelve dollars fifty, and two rolls at eight dollars.

26
00:01:31,373 --> 00:01:36,687
The line amounts are fifty dollars and sixteen dollars, totalling sixty six US dollars.

27
00:01:36,687 --> 00:01:38,397
Check the selling units too.

28
00:01:38,397 --> 00:01:41,817
The plugin does not guess how many pieces are in a case.

29
00:01:42,417 --> 00:01:45,872
An entered line amount takes precedence, including zero.

30
00:01:45,872 --> 00:01:50,128
Only an empty line amount is calculated from quantity and unit price.

31
00:01:50,128 --> 00:01:55,556
PotoSales does not automatically add or extract tax, and it does not convert currencies.

32
00:01:55,556 --> 00:01:59,134
Review the final figures against your customer's document.

33
00:01:59,734 --> 00:02:01,202
Choose Preview order.

34
00:02:01,202 --> 00:02:05,259
Check the products, quantities, customer and final amount.

35
00:02:05,259 --> 00:02:08,196
If something is wrong, go back to editing.

36
00:02:08,196 --> 00:02:12,043
When the order is correct, explicitly confirm creation.

37
00:02:12,043 --> 00:02:15,330
AI extraction alone never authorizes this step.

38
00:02:15,930 --> 00:02:19,726
Open the created WooCommerce order and verify the result.

39
00:02:19,726 --> 00:02:22,390
Our example totals sixty six US dollars.

40
00:02:22,390 --> 00:02:24,321
The order is pending payment.

41
00:02:24,321 --> 00:02:29,383
Creating it does not charge the buyer, mark it paid, or complete fulfilment.

42
00:02:29,383 --> 00:02:32,047
Continue with your normal store process.

43
00:02:32,647 --> 00:02:36,704
Install PotoSales Order Entry for WooCommerce through WordPress dot org.

44
00:02:36,704 --> 00:02:41,944
The trial includes twenty purchase orders over fourteen days, with no automatic subscription.

45
00:02:41,944 --> 00:02:45,663
Find the sample PDF and written instructions at PotoSales dot com.

46
00:02:45,663 --> 00:02:50,002
Try representative documents and decide whether the workflow helps your team.