How to use oVision?

1. On the Sales Orders page, click the “oVision” button at the top, next to Create.

2. A dialog box will open. First, select your Product Matching Method — this determines how oVision will identify products in your uploaded file:

   • Match by Product Name
   • Match by Product Code

   

3. After selecting the matching method, click to browse and select a file, or drag and drop it into the box.

4. Click Process to let oVision read and analyze the file.

5. An order summary will appear based on the uploaded file. You can review, edit, or add more items.

6. Click Process again to create the Sales Order. A success message will confirm it was created.

   You can open the newly created Sales Order by clicking the order code.

Watch this sample video to see how oVision works in Sales Order: