Video walkthrough
Use OCR to Create Sales Orders
This walkthrough shows you how to turn a customer purchase order or invoice into a draft sales order in Digit — no manual entry required.
ℹ️ Note: OCR for sales orders is currently in limited release. To enable it for your team, contact your Customer Success Manager or [email protected].
How to create a sales order from a document
Go to Sales orders in the left navigation panel.
Click + Add order in the top right, then select Upload from the dropdown. (The other option, Manual, opens the standard sales order creation form.)
In the Create order from documents modal, drag and drop your file into the upload area, or click browse to select it from your computer. Digit accepts PDFs and image files.
Once you see Upload complete, click Create draft order.
Digit reads the document and matches its contents to your data. You will see a Drafting order… message while it processes — do not close the modal.
When the modal confirms Draft order created, click View draft order to open it.
Review the details Digit extracted — customer, billing and shipping addresses, line items, quantities, and pricing — and adjust anything that is missing or needs tweaking.
Change the order status from Draft to Open and click Save.
💡 Digit Tip: OCR accuracy depends on document quality. Clear, well-formatted PDFs and high-resolution images are extracted the most reliably. Always review the draft against the source document before changing the status to Open.
Your sales order is ready
The draft has been promoted to an open sales order, fulfillment can begin, and you have skipped re-keying every line by hand. From here, the order behaves like any other sales order in Digit — you can allocate inventory, generate a fulfillment, or push it to QuickBooks Online if you're connected.