Reduce paperwork, automate routine processes, speed up approvals and keep important documents organised with Genius IDP.
Genius IDP helps manufacturers manage documents and reduce the administrative work behind everyday processes. Integrated with Genius ERP, it captures information, organises files and stores documents securely alongside the jobs and transactions they relate to. Intelligent search, automated workflows and built-in document controls help your team find information quickly, complete approvals and keep work moving between departments.
Genius IDP can extract information from incoming documents, create records and handle filing and archiving automatically. Approval workflows route each document to the appropriate person based on your processes, helping prevent missed steps and unnecessary delays. It can also create invoices from captured information, reducing manual data entry and making accounts payable processes faster and more consistent.
OCR (optical character recognition) and advanced search tools allow users to locate documents using the information contained within them, not just the file name. Genius IDP names and files documents in the appropriate place, while version controls help ensure employees work from current information. This makes it easier to retrieve the records you need without searching through folders or relying on manual filing systems.
Because Genius IDP works directly with Genius ERP, documents can be connected to the relevant jobs, purchase orders, invoices and approval processes. Information stays together as work moves through your business, reducing the risk of missing files or outdated versions. Workflows can be configured around your existing procedures, giving employees a straightforward way to manage documents within the system they already use.
Genius IDP helps manufacturers create, capture, organise, route and store documents directly within Genius ERP. It connects documents and their data to the relevant ERP records, making information easier to manage, retrieve and share while supporting more consistent document workflows across departments.
Whether you work in engineering, purchasing, production or management, Genius ERP gives you the tools and information you need to get the job done right.
Create, complete and collect quality documents as work progresses through the workshop. Genius IDP helps teams manage inspection forms, test results, material certificates and other records associated with a job.
Pre-filled forms and digital signatures reduce repetitive work, while related records can be grouped and stored together. This makes it easier to maintain accurate quality records and prepare complete handover packages that meet customer requirements.
Genius IDP reduces the time spent entering data, filing documents and tracking down approvals. Information can be extracted from incoming invoices and other financial documents, entered into the system and routed according to your internal approval rules. Processes such as invoice approval, payment matching and contract tracking become easier to manage without relying on paperwork or manual follow-up.
Supplier invoices, contracts and payment confirmations are stored centrally and remain easy to retrieve. With more complete records and fewer manual steps, your finance team can process transactions efficiently and approach period-end reporting with greater confidence.
Genius IDP helps purchasing teams manage supplier invoices, purchase orders and receipts without repeatedly entering the same information. It can capture details such as invoice numbers, dates, supplier information and prices, then file the document and route it for approval. Three-way matching compares documents and flags discrepancies that need attention.
Keeping purchasing records together makes it easier to find supporting documents, avoid misplaced paperwork and move approved invoices through accounts payable. Automated processing gives your team a more accurate and consistent way to manage purchasing documents from receipt through to approval and archiving.
From businesses buying their first ERP system to manufacturers replacing outdated software, companies choose Genius ERP to improve visibility, keep production moving, and gain better control across their operations. See how they’ve done it.
Intelligent document processing, or IDP, uses technologies such as OCR, data extraction and workflow automation to capture, organise and process business documents. In manufacturing, it can be used to manage supplier invoices, purchase orders, quality records, material certificates, contracts and other documents connected to production.
An ERP-integrated IDP system can extract information from incoming documents, assign consistent file names, store files against the appropriate ERP records and route them for review or approval. This reduces manual data entry and gives employees a more reliable way to manage documents across the business.
Manufacturers can automate document processing by using intelligent document processing software connected to their ERP system. The software captures information from documents, creates or updates records, files each document in the appropriate location and sends it to the correct person for approval.
Workflows can be configured around a manufacturer’s own rules, including document type, department, supplier or transaction value. Supplier invoices, for example, can be matched with purchase orders and receipts before being approved for payment. Automating these steps reduces administrative work, prevents documents from being overlooked and helps approvals move forward without repeated manual follow-up.
A manufacturing document management system should do more than provide a place to store files. It should make documents easy to find, maintain version history, control access and connect records with the jobs, purchase orders, invoices and quality processes they support.
Manufacturers should also look for OCR search, intelligent data extraction, automated approval workflows, audit trails and secure, centralised document storage. Integration with the company’s manufacturing ERP is particularly important because it allows employees to access documents within their normal processes rather than switching between separate systems or searching through disconnected folders.
Integrating document processing with an ERP keeps documents and business data in the same connected system. Files can be attached to the relevant jobs, purchase orders, supplier invoices, contracts, quality records and approvals, making information easier to find and reducing the risk of employees using an incorrect or outdated version.
ERP-integrated document processing can also automate data capture, invoice creation, document filing and approval routing. This reduces duplicate data entry, improves accuracy and gives departments a more consistent way to share information. For manufacturers, it can support faster accounts payable processes, better quality documentation and clearer records throughout production.
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