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
An order over an amount or outside a price tolerance goes to the approvers who own it.
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
“People should not feel like it’s too good to be true, because it works.”
“My dreams have been answered. … Check out Fluent. 10/10 customer service & ease of use!”
“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.”
Guides
Compare the options
Three-Way Matching in Accounts Payable: How It Works and How to Automate It
Three-way matching compares invoice, purchase order and receipt before payment. Two-way vs four-way, tolerances, manufacturing exceptions and automation.
Procure to Pay Process: Steps, Documents and How to Automate It
The procure to pay process for manufacturers and distributors: each step, the document that arrives, where it lands in Epicor Kinetic and what to automate.
Workflows
Automate other workflows
Erp.UI.QuoteEntry
Quote Entry
Requests for quote drafted as Kinetic quotes, with customer part numbers resolved three ways.
Erp.UI.SalesOrderEntry
Order Entry
Customer purchase orders posted as sales orders, checked for duplicates before drafting.
Erp.UI.CustShipEntry
Customer Shipment
Shipping instructions become packs, every line resolved to its order release.
Erp.UI.ARInvoiceEntry
AR Invoice Entry
Customer invoices and credit memos posted so billing stops waiting on a person.
Erp.UI.POEntry
PO Entry
Vendor quotes and requisitions become purchase orders, priced in the vendor's own currency.
Erp.UI.APInvoiceEntry
AP Invoice Entry
Supplier invoices matched two-way or three-way against the order and the receipt.
Erp.UI.IssueMaterialEntry
Issue Material
Material issued to the job without looking up the sequence by hand.
Frequently Asked Questions
The quantity is restated using that order's own conversion ratio, and if the result would round past the decimals the unit allows, the document stops and nothing is written. A printed unit that matches no Epicor unit stops it too. Fluent never converts between units on its own guess, and a lot number on a part that is not lot tracked is reported rather than written.
Fluent AI agents automatically extract data from packing slips and shipping documents sent via email. The AI reads shipment details, matches to sales orders, verifies quantities, and updates your ERP with shipment confirmations.
Fluent supports all common shipping document formats including PDFs, images, Excel files, EDI documents, and carrier-generated shipping labels. Our AI can process documents from any warehouse or shipping system.
Fluent AI automatically matches packing slip data to open sales orders in your ERP. It verifies shipped quantities against ordered amounts, identifies partial shipments, and flags backorders for follow-up with clear explanations.
Fluent automatically detects when shipped quantities don't match ordered quantities. Partial shipments are recorded accurately, and backorders are flagged in your ERP for follow-up. Your team gets clear visibility into what shipped and what's pending.
By automatically processing packing slips and updating your ERP in real-time, Fluent ensures your inventory records match actual shipments. This eliminates the lag and errors from manual entry, giving you accurate inventory visibility.
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.
