Guide for Adobe Commerce AI OCR

Magento 2 AI OCR(Adobe Commerce) extension allows the admin to generate orders that are not available on the store by using PDF invoices.

It uses AI tools that help the user extract the data or information from the uploaded PDF invoices to generate orders.

These AI tools collect the data from the invoice PDF and also preview the information of orders once you click the generate order data button.

The admin can view the extracted order details in two ways either in JSON view or in the table view.

The admin can check, verify, and update the customer order details in case any wrong data is added to the order invoice.

Hence, this extension will be quite helpful if you want to enhance your store with the order-generating functionality for those orders that are not available.

Additionally, if you want to enhance your store with the order management system, you can check our Magento 2 Purchase Order (PO) extension.

• The admin can create orders for both existing and non-existing products.
• Admin can create orders from another store as well by uploading invoices.
• Admin can verify the details with the help of preview features.
• The status of an order can be set to the new or complete.
• AI tools are used to extract the data from the uploaded invoice.
• The admin can edit the order details with the correct order information.
• A default product is available to get the SKU for the non-existing products.
• The module functionality works even if the product isn’t created on the website.

The following minimum system requirements are needed for this extension,

• Python Version – 3.10
• Space (1 GB)
• RAM (1 GB)
• API Key (Gemini, OpenAI)
• Server key and cert files (for Flask API)
• An Active Port (5000)

Note: It utilizes ChatGPT 4o Mini and it has multiple Rate Limit tiers. Gemini (But not compatible with AWS)

The installation is quite simple just like the standard Magento 2 extensions.

#Download Module

Firstly, you need to log in to the Webkul Store, go to My Account>My Purchased Products section, verify, and then download and extract the contents of this zip folder on the system.

#Upload Folder

Once the module zip extracts, follow path src>app and then copy the app folder into the Magento 2 root directory on the server as shown below:

# Run Commands

You need to run the following commands:

php bin/magento setup:upgrade

php bin/magento setup:di:compile

php bin/magento setup:static-content:deploy

php bin/magento indexer:reindex

php bin/magento cache:flush

For translating the module language, navigate through the app/code/Webkul/AIOCR/i18n and edit the en_US.csv file.

Thereafter, rename the CSV as “en_SA.csv” and translate all right side content after the comma in the Arabic language. After editing the CSV, save it.

Now, upload it to the path app/code/Webkul/AIOCR/i18n where the installation of Magento 2 is on the server.

The Magento 2 AI OCR will be translated into the Arabic Language. It supports both RTL and LTR languages.

The user can edit the CSV like the image below.

After the successful installation of the module, for configuration admin will navigate Stores->Configuration->AI OCR.

Here the admin will set –

General Settings :

Active – The admin can set the AI OCR functionality to either Yes or No.

Save Address – Enter the address status either Yes or No for the created orders to get the customer address in the address book.

Set Order Status – The admin can set the order status to either New or Complete for the creating order.

End Point API Path –  Enter your open AI API endpoint to extract data.

Lastly, click on the Save Config to save the configuration.

Apart from that, the admin can also access the initial configuration settings by navigating AI OCR->Configuration Settings.

You can manage the AI OCR by navigating the AI OCR option as you can see in the below image.

Here the admin will find the three options Create Order, AI OCR Order List, and Configuration Settings.

With the help of the Create Order functionality admin can create orders for the existing and non-existing products for their store.

Once click on the create order, you will be navigated to this page as shown below. Here you can upload the PDF invoice.

After uploading the invoice, click on the Generate Order Data.

Once you click on the Generate Order Data, A page will open which shows the two sections Edit and Preview.

You can view the data of the Preview either in JSON view or Table View.

The admin can verify the generated data and can update the generated data if required as per the preview with the help of the Edit Button.

As you can see in the below image, the required information on the order details has been updated as per the preview order details.

After the required changes are made to the generated data click on the Save Order Button.

Once you click on the Save Order Button, a pop will appear with information as you can see in the below snapshot.

To accept the user click on the OK button to proceed further.

After clicking on the OK button another attention pop-up will be displayed with the newly generated order ID.

Now click on OK. You will redirected to the order detail page for the newly created order ID as you can see in the below image.

Here you can see the updated details shown on the order detail page.

Well, this order has been created for the non-existing product means which are not available in the store.

So, the SKU of the product will be fetched from the mentioned default product of the module i.e. aiocr_custom_product.

This the the default product for all the non-existing products. Once you create the order for the order which is not available on your store the default product SKU will get fetched with the product.

Now, the admin can check the customer details that have been updated during the order creation by navigating Customers->All customers.

On clicking the Edit button the customer detailed page will be open.

Now click on the Addresses option, and you can see that the customer table has been created for the updated customer address details.

On clicking the select button under the action section, you also see the details of the customer which have been updated.

Or, the admin can also update the details of the customer from this section.

This section shows all the orders that are created by uploading PDF invoices. It includes details such as ID, Order ID, Order Status, and Uploaded Document Name.

That’s all about the Magento 2 AI OCR Extension.

If you still have any issues feel free to add a ticket and let us know your views to make the module better at our HelpDesk system.

You can also drop us an email at [email protected] with your respective queries.