Resolved against Epicor
The supplier, the parts and the open releases on the purchase order, confirmed against live data.
- Suppliers and their purchase points
- Parts and their lot tracking
- Open, unvoided order releases
Every packing slip received against the purchase order line
Packing slips arrive as PDFs, scans and photographs, often photographed on the dock. Fluent reads them, matches every line to an open release on the purchase order in the unit the supplier shipped, and drafts the receipt in Epicor Kinetic Receipt Entry.
How it works
Receive the packing slip against the purchase order
Every line matched to an open release on the order, in the unit the supplier actually shipped.
Quantities and units compared
Each line is matched on the balance still unreceived, and a printed unit that differs from the order's is restated using that order's own ratio.
- Quantity against the balance still open
- The unit the supplier shipped
- A slip already received is flagged
Ready to review
The draft names every line Epicor could not confirm, so receiving is a check rather than a re-entry.
- Unmatched parts and units named per line
- Lot numbers checked against the part
- Nothing posts until a person processes it
The difference
No templates, no field mapping, no model training
Legacy document capture is configured per layout: a template for each vendor, a coordinate for each field, a model retrained when the paperwork changes. Fluent is configured in written instructions, and rewriting them changes what it does.
Legacy OCRAgentic automation
Templates
A template for every vendor, layout and document type
Reads each document the way a person does, whatever the layout
Field mapping
Fields found by position, so a moved column breaks extraction
No coordinates. It consults live Epicor data before it writes
Model training
Models retrained on samples whenever a design changes
Corrections become instructions, so it improves without retraining
Exceptions
Exceptions fall out to a queue for manual keying
Reasons through variations and exceptions instead of failing
Changing behavior
Behavior changes through a configuration project
Behavior is set in written instructions you control
Governance
Autonomy you can hand to an auditor
Every agent operates inside boundaries you define. Every action it takes is recorded, explainable, and reversible before it posts.
Approval thresholds
Low-risk orders post automatically; high-value or unusual ones wait for a person.
Audit logs
Every field the agent read, every decision it made, on the record.
Data retention
Your documents and data stay under retention policies you control.
Epicor validation
Transactions are validated by Epicor’s own business logic before they post.
Human review
Exceptions escalate to your team with the agent’s reasoning attached.
Permissions
Agents only touch the business objects and companies you allow.
Customers
What customers are saying
“My dreams have been answered. … Check out Fluent. 10/10 customer service & ease of use!”
Bonnie KlassenPresident, Klassen Custom Metal Fabrication5agents in production
64 secaverage review time
98.6%extraction accuracy
“We started our implementation call at 4:30 yesterday. First sales orders processing by 4:50. Minimal mistakes out the box.”
“The Fluent team got connected very quickly and orders are flowing well. Some mistakes, but easy to resolve with some agent tweaks. Really impressive platform.”
Workflows
Automate other workflows
Erp.UI.QuoteEntry
See all agentsQuote Entry
Requests for quote drafted as Kinetic quotes, with customer part numbers resolved three ways.
Erp.UI.SalesOrderEntryOrder Entry
Customer purchase orders posted as sales orders, checked for duplicates before drafting.
Erp.UI.CustShipEntryCustomer Shipment
Shipping instructions become packs, every line resolved to its order release.
Erp.UI.ARInvoiceEntryAR Invoice Entry
Customer invoices and credit memos posted so billing stops waiting on a person.
Erp.UI.CashRecEntryCash Receipts Entry
Payments applied to the open invoices they settle.
Erp.UI.POEntryPO Entry
Vendor quotes and requisitions become purchase orders, priced in the vendor's own currency.
Erp.UI.APInvoiceEntryAP Invoice Entry
Supplier invoices matched two-way or three-way against the order and the receipt.
Erp.UI.TimeEntryTime Entry
Timesheets and shop paperwork posted against the right job and operation.
Erp.UI.IssueMaterialEntryIssue Material
Material issued to the job without looking up the sequence by hand.
Frequently Asked Questions
Ready to Simplify Your Receiving Process?
Send us a batch of supplier packing slips, however they arrive. Our Epicor specialists will show you what an agent can receive against the purchase order, and what still needs your judgment.
