Purchase order extraction

When a customer's PO lands in your inbox, the work starts: number it, check the delivery date, key in the lines. ProcureMind reads the purchase order for you and structures every field, before you've finished opening the attachment.

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A PO is not a quote, and the extraction knows it

Quotes are offers from a supplier; purchase orders are commitments from a buyer. The fields that matter shift, and ProcureMind shifts with them:

PO fieldWhat ProcureMind captures
PO numberThe document reference: captured in the quote_number field, typed as a PO by document_type.
Buyer name and emailThe issuing organisation: populated on POs, where quotes leave it blank.
Delivery addressThe ship-to address. This field only exists on purchase orders.
Delivery / due dateWhen the goods or services are expected.
Payment terms & incotermsNet-30, FOB, DDP: commercial terms extracted verbatim.
Line itemsDescription, SKU, quantity, unit price, line total, lead time, for every line.
TotalsCurrency, subtotal, tax, shipping and grand total.

Each extraction is tagged document_type: "po" automatically, so POs never mix with quotes in your pipeline. They filter, sort and export as their own document class.

From inbox to fulfilment-ready data

It starts where POs arrive. Most purchase orders show up as email attachments: a PDF generated by the customer's ERP, an Excel order form. In Gmail, the ProcureMind extension spots the attachment and puts an Extract button in the toolbar. One click, and the file is read, classified and structured.

You stay the checkpoint. Extracted POs open in a review panel with per-field confidence scores. Delivery address misread? Quantity column shifted? Fix it inline before saving. The AI proposes, you dispose.

It ends where your work happens. Send the confirmed row to Google Sheets or Excel Online, and the full record (every line item, every term) stays in your extraction history for the day the customer calls about order 40-1187.

Frequently asked questions

How is purchase order extraction different from quote extraction?

Same engine, different document shape. A PO is issued by the buyer rather than offered by the supplier, so ProcureMind captures the buyer name and email and the delivery address, fields that stay blank on quotes. Quotes carry a validity period; POs carry delivery expectations. The classifier decides which one it's looking at automatically.

Does it extract POs from PDF attachments?

Yes. Forward nothing and upload nothing manually if the PO arrives in Gmail. The extension detects PDF attachments and offers an Extract button. You can also drag PO files (PDF, Excel, CSV, up to 10 MB) straight into the dashboard.

What about POs with hundreds of line items?

Line items are extracted individually: description, SKU, quantity, unit price and line total per row, not summarised. You review the full set in the extraction panel before anything is saved, and the complete item list stays on the extraction record in your dashboard.

Where does the extracted PO data go?

A summary row appends to your Google Sheet or Excel Online workbook, and the full structured extraction (all fields and line items) is stored in your ProcureMind dashboard, searchable and exportable. Developers can pull the same JSON from the API.

Can it tell a PO apart from an invoice or a quote?

The classifier distinguishes quotes, purchase orders, bills of materials and RFIs, and tags each extraction with its document_type. Invoices aren't a supported document type. ProcureMind is built for procurement documents, not accounts payable.

The next PO that lands could key itself in.

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