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Retail & E-commerce / Illustrative case study

Turn everyday retail documents into usable records

How a retailer could process delivery notes, supplier documents and stock-related records through a consistent intake and review workflow.

Illustrative scenarios showing proposed workflows and expected outcomes.

01 / The challenge

Where the work gets stuck.

Documents arrive as scans, photographs and attachments with inconsistent filenames. Important fields can be unreadable or incomplete, and staff have to search across folders to find the evidence behind a record. Copying the information faster would not resolve uncertain values.

02 / How Wek would help

A defined process, with people in control.

Wek would begin by agreeing the scope, quality standards, systems access and approval rules with the retailer. The following steps illustrate how delivery could be organized.

  1. 01

    Define the record and filing rules

    Agree document types, required fields, source references, naming conventions and the system where completed records should be stored.

  2. 02

    Classify and extract

    Wek would sort incoming files and extract the required information. AI-assisted processing could prepare draft fields while rules check formats, completeness and possible duplicates.

  3. 03

    Verify against the source

    Review low-confidence fields and conflicting values against the original document. Request clearer copies where needed and route discrepancies to the designated client owner.

  4. 04

    Deliver traceable records

    Enter or deliver checked information in the agreed structure, link it to the source file and maintain an exception log for incomplete items.

03 / The workflow

From input to a usable output.

Document-to-record processingIllustrative workflow
Delivery noteSupplier PDFScanned record
Classify
& extract
Reference MatchedDate CheckedQuantity Review
Verify against the sourceUnclear fields go to a person
Structured, source-linked recordValidated fields · original document · exception log

An exception in practice

A photographed delivery note contains an unreadable quantity. The field would remain unresolved until a clearer source or authorized confirmation is available.

04 / Expected outputs & benefits

What this approach would deliver.

  • Structured, source-linked records
  • Organized document folders or an agreed records index
  • A completeness and discrepancy log

The intended benefit is easier retrieval, more consistent records and a visible route for resolving incomplete information.

How a pilot could be measured

  • Accuracy of sampled extracted fields
  • Document completeness
  • Time to retrieve a record and its source

Measures and targets would be agreed against the retailer’s starting position. No performance results are claimed for this scenario.

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