Skip to main content
Version: Current

FAQ: Why didn't my supplier/item match automatically?

If Zudello fails to automatically link a document to the correct Supplier/Customer or a line item to the correct Item, it's usually due to discrepancies between the data extracted from the document and the data stored in your Zudello records.

Common Reasons for Supplier/Customer Matching Failure:

  1. Data Mismatch: The extracted Tax Number (ABN), Email, Phone, or Company Name doesn't match the details stored in the corresponding Supplier/Customer record in Zudello.
  2. Missing Data: The key identifier (like ABN or Email) is missing from either the document or the Zudello record.
  3. No Learned Alternative: For variations in names or codes, Zudello hasn't yet learned the correct association through manual correction (Applying Trained Rules).
  4. Inactive Record: The correct Supplier/Customer record exists but is marked as Inactive.
  5. Dependencies: Data Dependencies might be filtering out the correct record based on other fields (e.g., Subsidiary).

Common Reasons for Item Matching Failure:

  1. Data Mismatch: The extracted SKU doesn't match the SKU or Barcode in the Item record.
  2. Missing Data: The SKU is missing from the document line or the Item record.
  3. No Learned Alternative: The SKU on the document is a supplier-specific code, and no Item Alternative has been created linking it to your internal item for that supplier.
  4. Description Keyword Ambiguity: Matching based on keywords in the description can sometimes link to the wrong item if SKUs are generic words.
  5. Inactive Item: The correct Item record is marked as Inactive.
  6. Dependencies: Data Dependencies might filter out the correct item based on the linked Supplier.

What to Do:

  1. Review Extracted Data: Check the data extracted onto the Zudello document/line against the original image.
  2. Review Zudello Records: Check the corresponding Supplier/Customer/Item record in Zudello for accuracy and active status.
  3. Manually Link: Select the correct Supplier/Customer/Item manually on the document. Saving and completing the document often creates an Alternative, improving future matching.
  4. Check/Create Alternatives: Review or add Supplier/Item Alternatives if needed.

Detailed Guides: