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Food & Beverage

Invoices and orders straight into your ERP — with the F&B fields that actually matter.

Dokumentas captures batch numbers, best-before dates, net weights and pack/unit counts automatically from incoming invoices and orders.

Even when batch numbers live on different pages, weights drift by a few grams or best-before dates have to be chased line by line — the Invoice Agent and Order Agent know the F&B specifics and hand over structured data to CSB-System, SAP and proALPHA.

INVOICE
Müller Meat Works GmbH
No. R-2024-8821
ProductBeef mince 10%
Batch no.L-2024-0318
Best before12.07.2026
Net weight18.45 kg (target 18 kg)
Pack / Unit12 pcs · 4 cartons
AmountCHF 189.40
ORDER
Northwest Foodservice AG
PO-2026-4521
Customer no.K-4421
ChannelE-mail · PDF attachment
Line items8 products · customer pricing
Delivery18.04.2026 · 06:00
Temp. zone2–5°C · Fresh
TotalCHF 2’847.60
Processed · 6 F&B fields captured Handed to CSB / SAP

Why standard IDP hits its limits in Food & Beverage

Food documents carry fields that generic OCR tools don't know — variable weights, batches, best-before dates, QS certificates. On top of that: seasonal peaks, heterogeneous supplier formats, and Germany's e-invoicing mandate from 2027/28.

01

Variable weights, batches, best-before dates

Meat, dairy, frozen — raw goods arrive with variable weights, batch numbers and best-before dates. Standard OCR reads the fields but doesn't map them to the correct line item.

02

Seasonal peaks without hiring temps

Christmas, asparagus, grill season — wholesale and fresh-delivery businesses see order volumes double overnight. Onboarding temps costs more than the season brings in at the end.

03

E-invoicing mandate & IFS/BRC audits

From 2027/28, invoices in Germany must be exchanged in a structured format. At the same time, IFS/BRC audits require complete batch documentation and QS certificates — barely possible manually.

Typical F&B workflow

From incoming invoice to ERP posting — including the F&B fields that actually need checking and the exceptions that come up daily.

Step 1 06:12
Incoming invoice
Müller Meat Works GmbH
Invoice
Invoice #R-2024-8821
Date18.03.2026
BatchL-2024-0318
CustomerC-4421

Document arrives

PDF, order, ZUGFeRD or XRechnung — regardless of layout, supplier or language.

Step 2 manual
Find batch number per line Weight 18.45 kg vs ordered 18 kg Check best-before date manually
Müller Meat Works GmbH
Invoice

Manual checking

Find batch numbers, reconcile weights, verify best-before dates per line — teamwork with calculator and callbacks to suppliers.

Step 3 automatic
Batch no. L-2024-0318
Best before 12.07.2026
Net weight 18.45 kg
VE / GE 12 / 4
Variance within tolerance ERP: CSB / SAP

dokumentas takes over

AI extracts F&B fields, validates against order and master data, posts directly to the ERP — exceptions only reach you when judgment is actually required.

How Dokumentas covers F&B document processes

Invoice Agent and Order Agent know the fields that matter in the food industry — and come pre-integrated with the ERPs actually running in DACH.

Invoice Agent

F&B fields captured automatically per line

Batch number, best-before date, net weight, VE/GE and packaging unit are extracted per invoice line and mapped to the correct position — even with changing supplier layouts and variable weights.

  • Batches and best-before dates linked per line to master data
  • Gross/net weight variances with tolerance check
  • ZUGFeRD and XRechnung processed natively by parsing
Incoming invoice R-2024-8821
Beef mince 10% 18.45 kg CHF 189.40

automatically extracted

Batch no. L-2024-0318
Best before 12.07.2026
Net weight 18.45 kg
VE / GE 12 / 4
Order Agent

Gastro long-tail connected to your ERP — without EDI

Restaurants and fresh-food customers order by PDF, email, portal or fax — the Order Agent creates them ERP-ready, with customer-specific price lists, minimum order quantities and requested delivery dates.

  • Multi-channel intake without separate integrations
  • Customer-specific article codes and price lists
  • 3× faster order capture during seasonal peaks
PDF order
E-mail
Customer portal
Fax
AI Order Agent
ERP-ready order #B-4521
Customer prices Minimum quantity Delivery date ERP coding

HACCP, QS & audit readiness

HACCP accompanying documents, IFS/BRC certificates and veterinary paperwork are stored and linked per batch — with a complete audit trail, without anyone manually filing.

Pre-integrated with CSB, SAP & Dynamics

Connectors for CSB-System (F&B market leader), SAP S/4HANA, SAP Business One, Microsoft Dynamics, proALPHA, infor M3 and Abas. EU-hosted, GDPR-compliant, e-invoicing-ready (ZUGFeRD, XRechnung).

Measurable outcomes in Food & Beverage

Typical targets after deploying the agents at food manufacturers, beverage producers and gastro wholesalers.

-70%
Manual data entry in accounts payable
Faster order capture during seasonal peaks
>70%
Straight-through processing despite heterogeneous formats

Frequently Asked Questions

Answers about document automation in the food industry.

Weight variances between order and delivery are the rule, not the exception, in meat, dairy and frozen food. The Invoice Agent extracts gross and net weight per line item, assigns them to the correct invoice row and flags variances outside the tolerance range to the responsible reviewer.
Yes. Batch number, best-before date, HACCP accompanying documents and IFS/BRC certificates are captured per delivery line and linked to the batch in the ERP. For audits (IFS, BRC, veterinary office), every batch can be traced back including its accompanying documents — without any manual searching.
Yes. Private label producers and contract manufacturers work with recipe-driven batches, changing retail brands and heterogeneous specifications. The system learns the conventions of each client and files the documents (recipe, spec, batch) accordingly.
Pre-integrated connectors cover the ERPs that dominate Food & Beverage: CSB-System, SAP S/4HANA, SAP Business One, Microsoft Dynamics 365 F&O and BC, proALPHA, infor M3 and Abas. Standard interfaces are IDOC, BAPI, REST API and flat file — no custom development on the ERP side.
Yes. Structured formats such as ZUGFeRD and XRechnung are processed natively by parsing; unstructured PDFs are extracted with AI. That makes you ready for the cut-off dates of the German e-invoicing mandate (receiving since 2025, sending from 2027/28 depending on revenue) — regardless of whether your ERP can handle it. Austria (ebInterface) and Switzerland (eCH standards) are also covered.
Typical rollout for gastro wholesale and fresh-food distribution: 4–8 weeks to productive use. Anyone looking to cushion the Christmas, asparagus or barbecue peak should start 8–12 weeks beforehand — so the system learns on real orders before volumes ramp up.

Automate document processes in Food & Beverage.

We will show you how the Invoice Agent and Order Agent work using your real supplier invoices or customer orders — no obligation and in just a few minutes.

Request Free Demo