Commercial Invoice Automation
The Commercial Invoice automation project was designed to eliminate manual invoice preparation by automatically generating Commercial Invoices using data fetched from the PS Site.The process downloads a CSV input file containing product and shipment details, extracts data based on PSID, and populates a standardized Commercial Invoice template with accurate and validated information.
Client Overview
The client manages frequent commercial shipments and requires consistent, error-free commercial invoices for logistics, compliance, and customer communication
Technical Stack
Industry
Hi-Tech
Region
USA
Project-size
Non-Disclosable
Company size
Mid-scale company
Implementation Highlights
Automated login and navigation to the PS Site
Download of CSV input file containing:PSID ,Product details ,Total quantity ,Pricing information
Looping through each PSID to extract relevant data
Automatic population of Commercial Invoice template fields:Company Name ,To Address ,From Address ,Product Code (PCode) ,Price per Unit ,Quantity ,Total Value
File naming and storage as per business standards
Validation of mandatory fields before invoice generation
Challenges & Solutions
Handling Multiple PSIDs in a Single CSV
Solution: Implemented loop-based processing to dynamically extract and process data for each PSID.
Data Consistency Across Templates
Solution: Used standardized invoice templates and mapping logic to ensure consistent formatting.
Missing or Incorrect Input Data
Solution: Added validation checks and exception handling to flag incomplete or invalid records.
File Management & Traceability
Solution: Implemented structured file naming conventions and organized output folders.
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8+
Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- 70–80% reduction in invoice preparation time
- Eliminated repetitive manual data entry
- Faster turnaround for shipment documentation
- Improved accuracy and consistency of commercial invoices
- Standardized invoice generation process
Key Learnings & Achievement
- CSV-driven automation is highly effective for document generation
- Template-based design improves scalability and maintenance
- Strong validation is essential for compliance documents
- The solution has been thoroughly documented and organized as a structured reference guide, enabling organizations to easily review, understand, and replicate the implementation process with confidence. This establishes the solution as a trusted and dependable model, fostering credibility and motivating potential organizations to collaborate with us.
