Automate the cross-referencing of data between invoices, delivery notes, orders and price lists: the control that makes the difference
Automate the cross-referencing of data between invoices, delivery notes, orders and price lists: the control that makes the difference
In the current context, where every company manages a growing volume of documents and data, the risk of error in manual controls is increasingly high. Invoices, delivery notes, orders and price lists require constant and timely monitoring to ensure the correctness of administrative and commercial processes. It is not surprising that many entrepreneurs and IT managers feel the pressure of having to verify every detail, fearing losing control between changing prices, special discounts and different conditions for each supplier or customer. In this scenario, the intelligent digitalization of document control represents the real turning point.
What is automatic data cross-referencing?
Automatic data cross-referencing is the ability to systematically and automatically compare all the information in key business documents: invoices, delivery notes (DDT), orders, and price lists . It is not just a simple comparison of numbers, but a complete check of the content and consistency of the data , which allows you to identify in real time discrepancies, errors, and omissions that, if they were to go unnoticed, could turn into serious problems for the company.
Automating this control means saving time , reducing risks and improving the quality of processes, both in the administrative and logistical fields. And today, with Retica , this opportunity is also accessible to small and medium-sized businesses.
Practical examples of automated data cross-referencing with Retica
- Invoices vs. Supplier Price Lists How many times have you had to check whether the price indicated on the invoice actually corresponds to the supplier’s price list? Often, especially in the presence of multiple suppliers and different commercial conditions, the risk of manual error is very high. With Retica , each invoice received is automatically compared with the updated supplier price lists . The system immediately highlights discrepancies in prices, item codes, quantities and the application of unexpected discounts . This allows you to act promptly, avoiding payment errors or disputes that can slow down administrative management.
- DDT and Supplier Orders Checking the quantities delivered against the orders issued is often one of the main causes of errors in warehouse management. An error can mean incorrect stock, lack of materials for production or invoices that do not correspond to reality . With Retica it is possible to automatically cross-reference the data between the DDT received and the registered supplier orders . Any difference in quantity, item or delivery condition is reported in real time, allowing the logistics and administration department to intervene immediately and correct any anomalies before they become critical issues.
- Customer orders and sales price lists Even in the management of customer orders , the risk of error is always around the corner: an out-of-date price , an unexpected discount or a commercial condition outside the price list can generate complaints, reduced margins or delays in delivery . Retica allows you to automatically check each customer order against the active sales price lists , ensuring that each condition, price or promotion is applied correctly. In the event of differences, the system immediately signals the anomaly, reducing response times and improving customer satisfaction.
- Invoices, DDTs and orders: a 360° cross-check The real strength of an intelligent platform like Retica is the ability to perform cross-checks on multiple levels . Not only can you verify that the invoice corresponds to the price list, but you can also check that the DDTs are consistent with the orders and that all the information, from quantity to price , is always aligned. This global control reduces the risk of chain errors and allows you to always have a document flow under control.
The benefits of automating cross-checking
- Real savings in time and resources on the same repetitive and low added value checks
- Eliminating risks related to human error
- Timely reporting of any anomaly, with the possibility of intervening immediately
- History of checks always available for audit and internal control
- Improved efficiency of administrative, logistics and commercial departments
- Simple and secure integration with management software already in use
Statistics and real problems of companies in data cross-referencing
According to research by Deloitte, 66% of Italian companies admit to encountering frequent errors in the manual control of data between invoices, orders and delivery notes , while over 50% declare that document verification activities require more than 30% of the total time of administrative operators . These errors often translate into payment delays, accounting reconciliation problems and hidden costs related to the management of non-compliance. Furthermore, an IDC study highlighted that 41% of the companies interviewed have suffered at least one significant dispute from suppliers or customers precisely because of a lack of cross-checking between documents . Digitalizing these controls, therefore, not only increases efficiency, but reduces economic and reputational risks .
Take digitalization to a new level with Retica Automating the cross-checking of data between invoices, delivery notes, orders and price lists is no longer a dream. With Retica it is a reality, even for small and medium-sized businesses that want to make their processes more efficient, safe and fast. If you want to discover how Retica can revolutionize the management of your business documents, book a free demo and experience the effectiveness of automated cross-checking for yourself .
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