Document Inbox reference

A reference for the Document Inbox. For the model behind it, see how the Document Inbox works.

Document types

Type	Arrives from	Becomes
Customer PO	A customer	A sales order
Supplier Invoice	A supplier	A purchase invoice
Vendor Credit	A supplier	A vendor credit
Landed Cost Invoice	A freight or duty vendor	One or more Landed Cost Bills

Statuses

Status	Meaning
Processing	SKU.io is scanning the document.
Pending Review	Scanned and waiting for you to check and approve it.
Confirmed	Approved and turned into a record, which the row links to.
Failed	The document couldn't be read. Use Retry to scan it again.
Rejected	Dismissed, or moved to another type by Reclassify.
Duplicate	Matches a document already in the inbox.

Channels

The Channel column shows how a document arrived:

Channel	Meaning
Email	A PDF or image attached to an email.
Email body	An order typed into the body of an email, with no attachment.
Upload	A file you scanned while creating an invoice or order.

List columns

Column	Meaning
ID	The inbox reference (for example, PO-6, INV-2).
Type	The document type.
From	The sender's email and the matched customer or supplier.
Subject	The email subject or document title.
Doc #	The document's own number (PO, invoice, or credit number).
Amount	The document total.
Doc Date	The date on the document.
Status	Where the document stands (see above).
Channel	How it arrived (see above).
Received	When it reached the inbox.

Review actions

Action	What it does
Review	Open a pending document to check and approve it.
Create Sales Order / Create Purchase Invoice	Turn the reviewed document into its record.
Retry	Scan a failed document again.
Reclassify	Move a document to a different type.
Re-scan	Run the scan again on an open document.
Change	Pick a different matched customer or supplier.

Email intake addresses

Each account has two generated addresses, shown under Settings → Purchasing → Document OCR:

Address	For
orders+<your-slug>@inbound.sku.io	Customer purchase orders
invoices+<your-slug>@inbound.sku.io	Supplier invoices, credit memos, and freight bills

Related

• Review and approve documents in your inbox — these fields in context.