Guides
Everything we've learned about getting trade paperwork out of PDFs and into spreadsheets.
How to convert a delivery docket to Excel
Turn signed, scanned or emailed dockets into a line-by-line spreadsheet you can reconcile against orders and invoices.
Read the guideHow to convert a supplier price list to Excel
Get product codes, pack sizes and unit prices out of a supplier PDF and into a sheet you can compare and upload.
Read the guideHow to convert a packing slip to Excel
Packing slips, delivery tickets and bills of lading turned into item-level spreadsheets for three-way matching.
Read the guideHow to convert utility bills to Excel
Pull charges, meter readings, usage, rates and VAT out of electricity, gas, water and telecoms bills into one sheet.
Read the guideHow to extract data from a PDF into Excel
Why copy-paste and generic converters mangle docket and price-list tables, and what to do instead when the layout keeps changing.
Read the guideHow to convert a goods received note to Excel
Get GRN lines into a sheet so received quantities can be matched against purchase orders and supplier invoices.
Read the guideHow to get data out of a scanned PDF or photo
Crooked scans, carbon copies and phone photos read into a proper table, with tips for capturing a page cleanly.
Read the guideHow to convert a PDF to Excel
The four practical ways to get a PDF table into a spreadsheet, and which one to use for trade paperwork.
Read the guideHow to convert a delivery note to Excel
Delivery notes, advice notes and dockets read line by line into columns you can total and reconcile.
Read the guideConcrete and weighbridge dockets to Excel
Loads, mix references, cubic metres and net weights totalled per site instead of fading in a glovebox.
Read the guideBuilders merchant price lists to Excel
Compare merchant rates on product code, spot increases between versions and price jobs off current figures.
Read the guideHow to extract data from delivery dockets
The four practical ways to get line items off a docket, and which one survives suppliers changing their layout.
Read the guideDelivery docket OCR
Why plain character recognition returns loose text, and what it takes to get a structured table out of a scan instead.
Read the guideHow to digitise delivery dockets
A four-step process for going paperless: capture at delivery, convert to data, file consistently, retain properly.
Read the guideDelivery docket data entry automation
What manual typing really costs, why template-based capture disappoints, and a workflow with nothing to maintain.
Read the guideHow to match delivery dockets to invoices
Three-way matching in Excel: what to match on, how to handle consolidated invoices, and the discrepancies to look for.
Read the guideDelivery docket vs delivery note
Docket, delivery note, advice note, packing slip: which term is used where, and the few differences that are real.
Read the guideHow to extract quantities from delivery dockets
Units of measure, catch weights, part deliveries and biro amendments handled so the quantity column actually adds up.
Read the guideHow to extract prices from delivery dockets
Unit prices, discounts, line totals and VAT in separate columns, so price creep is visible before you pay for it.
Read the guideHow to process handwritten delivery dockets
Pad dockets, carbon copies and crossed-out quantities read into Excel, plus how to photograph them so they read cleanly.
Read the guideDelivery docket vs invoice: what's the difference?
How dockets, delivery notes, GRNs, packing slips and invoices differ, and how a three-way match actually works.
Read the guideDelivery dockets to Excel for construction sites
Concrete, aggregates, steel and plant hire dockets costed to the right job and checked against merchant statements.
Read the guideFood supplier dockets to Excel for restaurants and bars
Track food cost, catch weights, credits and weekly price rises without typing up a week of delivery paperwork.
Read the guideDockets and price lists to Excel in Ireland
Euro pricing, Irish VAT columns and EU-hosted storage for merchants, hospitality and wholesalers across Ireland.
Read the guideDelivery notes and price lists to Excel in the UK
Delivery notes, GRNs and supplier price lists converted for UK contractors, merchants and hospitality operators.
Read the guidePacking slips and vendor price lists to Excel in the USA
Packing slips, delivery tickets and vendor price books converted for US contractors, distributors and restaurant groups, billed in USD.
Read the guidePacking slips and price lists to Excel in Canada
Bilingual packing slips and price books with GST, HST and QST columns, converted for Canadian suppliers and billed in CAD.
Read the guide