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Using Merchaint
Getting documents in
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Cleaning & connecting
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What Smart Recognition does
Set up a Smart Recognition column
Mapping vs derived lookups
Fix and teach Smart Recognition
Matching & reconciliation
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Cleaning & connecting data
Cleaning & connecting data
Turning the raw text on a document into your own suppliers, codes and cost centres.
Understand it first
What Smart Recognition does
Documents spell things inconsistently. Smart Recognition takes the messy text off the document, works out which row in your list it means, and remembers so it gets it right next time.
Set it up
Set up a Smart Recognition column
How to add a Lookup column and point it at one of your lists. Admin work — you do it once per field, not per document.
Mapping vs derived lookups
Recognise an existing value, or fill in a new one.
Work with the results
Fix and teach Smart Recognition
When Smart Recognition gets one wrong, you correct it — and the correction is also how it learns. The next document that spells the name the same way resolves on its own.