iDrop

Searchable data from deduction invoice PDFs

iDrop creates searchable data from your customer's deduction backup PDFs.

• Just drop your PDFs into NetSuite.  
• No data entry required!
• AI extracts relevant information from your deduction invoice PDFs.
• Data from your PDF is  searchable in NetSuite.
• Find the PDF data by customer, date, reference code, amount, & more.

Key Benefits

Reduce data entry time and improve deduction backup visibility.

• Save time no matter how you manage trade promotions… in Excel, in NetSuite, or other third party TPM Solution.
• iDrop is an easy way to find the PDFs that match your promotion and deduction information without data entry.
• No need to attach the backup PDF to every related NetSuite transaction:
  • Just drop your PDF into NetSuite and let iDrop extract the important information.
  • Is your PDF related to mutiple credit memos, deductions, and/or payments?  Just attach to one transaction. Search for the relevant PDF data when viewing any of the transaction documents.

Helps with promotional claims you pay

Get searchable data for claims that are paid, not deducted:

• Works the same as promotional deductions
• Drag-and-drop your PDF into NetSuite.
• Attach the PDF to your vendor bill or payment.
• iDrop extracts the important information.
• Easily find the claim PDF, even if it's not attached to your transaction.

AI analyzes your deduction PDFs

iDrop uses AI to save you date entry time.

• AI identifies what's in your PDF
  • Deducting customer
  • Type of deduction invoice
  • What AI model to use
• AI extracts important data 
  • Some AI models are customer specific
  • AI gets smarter as more PFDs are processed
• Extracted AI data becomes searchable data in NetSuite
  • Deduction Invoice summary
  • Deduction detail "child' records with item level data.

Deduction back-up PDF data for saved searches

iDrop custom NetSuite records:

• Invoice ‘header’ fields:
  • Deduction amount
  • Deduction date,
  • Deduction reference code or invoice #, 
  • Type of deduction,
  • Link to view the PDF and more.
• Invoice ‘detail’ fields:
  • Link to the header,
  • Item #, 
  • Item description
  • Quantity
  • Allowance rate, 
  • Type of allowance,
  • Link to view the PDF and more.

NetSuite Workbooks & saved searches

• Filter on any of the above attributes
• Match PDF information to your transactions
  • Match transactions to PDF data using just the customer and/or reference invoice #.
  • View the PDF, extracted data, and/or export to Excel using native NetSuite functionality.

iDrop Organizes your PDF files:

iDrop Organizes your files:

• iDrop processes your PDFs independant of how you upload them:
  • Upload files using NetSuite's Drag-and-drop
  • Use iDrop's multi-file upload feature.  
  • Attach PDF directly to a NetSuite transaction or custom record.
• iDrop organizes your files.
  • When were the files uploaded?
  • How were they uploaded?
  • Who uploaded them?
  • Did AI extract my data?
  • What data was extracted?
• Quick access links:
  • View the uploaded file, and use a link to view extracted data from the PDF.
  • View the extracted data, and use a link to view the PDF, and how it was uploaded.