Enable order match for a supplier

Enable order match on a supplier’s card when that supplier consistently sends purchase orders and the POs are maintained in the ERP with line-level detail.

What does order match do?

When order match is on for a supplier, Nordflow looks at the order numbers captured from incoming invoices and tries to find matching open purchase orders in the ERP — filtered by supplier and currency. When a match is found, the invoice’s lines are replaced with the matched PO lines, ready for the reviewer to verify.

Where: Integration → Vendor → open a supplier card

1. Open Integration → Vendor.
2. Search for and open the supplier card.
3. Scroll to the Order match section.
4. Toggle Enable to on.
5. Click Save.

Note

Once enabled, documents from this supplier display an Order number field at the top of the document.

Example

Your office-supplies supplier sends invoices that always reference a PO number. Enable order match on their card and Nordflow pulls the PO lines in automatically — saving the reviewer from coding every line manually.

How order candidates are filtered

Nordflow narrows the PO search to two criteria: the specific supplier on the invoice, and the currency of the invoice. This is enough to limit candidates to one or a handful of POs in most cases.

When the captured order number matches an open PO exactly, the match is made automatically. When no exact match is found, a search field appears so the reviewer can pick the right PO. When no order number is captured at all, the reviewer selects the PO manually from the filtered list.

Related: Set auto-approve after order match · Set the order-match mode (header-only vs line-level)