Sentinel Documents · Purchase orders and forms
Orders, contracts and forms, straight into your systems.
Purchase orders from customers, delivery notes from suppliers, signed contracts and application forms all carry data someone has to retype. Sentinel reads them and puts that data where it belongs.
What it does
- Reads purchase orders, delivery notes, contracts and your own forms
- Recognises each document type automatically
- Extracts customers, items, quantities, prices, dates and key terms
- Updates your CRM or business system and alerts the right team
- Files the original against the customer or supplier
How it works
Purchase orders and forms, step by step.
- 1
Arrives
By email, upload, scan or chat.
- 2
Recognised
Sentinel works out whether it is an order, delivery note, contract or form.
- 3
Extracted
The fields that matter for that document type are read.
- 4
Delivered
Your systems are updated and the original is filed.
Works with
Connected to the systems you already use.
Microsoft Dynamics 365 / Dataverse
Recognises the customer and logs every conversation.
Sentinel and Microsoft Dynamics 365 / DataverseSalesforce
Recognises the customer and logs every conversation.
Sentinel and SalesforceSharePoint
Original files, and extracted data in SharePoint lists.
Sentinel and SharePointGoogle Drive
Original files.
Sentinel and Google DriveFAQ
Questions about purchase orders and forms.
Can it read our own forms?
Yes. Sentinel can be set up to read the fields on your organisation’s own forms.
What happens with a signed contract?
It is filed in the client’s folder, its key dates are captured and your CRM is updated.
Can it update our CRM?
Yes. Orders and contracts can update records in Dynamics 365, Salesforce, HubSpot or Zoho.
Also in Sentinel Documents
More of what Sentinel Documents does.
Invoice processing
Scan, photograph or email supplier invoices. Sentinel extracts every field and line item, posts the bill to QuickBooks, Xero or Sage and files the PDF.
Read moreReceipt and expense scanning
Receipts photographed or sent by WhatsApp and email are read for merchant, date, amount and tax, matched to the right person and posted to your accounts.
Read moreSee it on your own documents.
Sign in with your work account, or talk to Sibasi about setting it up for your team.