The AI Demo Inventory Assistant reads a vendor's PDF order confirmation or invoice and adds the clubs, heads, and shafts it finds to your demo inventory. The quality of the results depends on the quality of the PDF and the vendor (Club Make), so a few simple habits help the assistant get it right the first time.
In this article, we will discuss how to prepare your PDF, how heads and shafts are split, and what to check before importing. For step-by-step directions on using the AI Demo Inventory Assistant, Click Here.
Preparing Your PDF
Upload the vendor's order confirmation or invoice in its original PDF format. Avoid scanned copies, photos, or files with handwritten notes.
Upload one PDF at a time.
Select the correct Vendor (Club Make) before uploading. Selecting a vendor is optional, but highly recommended, since results can vary by vendor.
Splitting Heads and Shafts
Leave "Split heads and shafts into separate inventory items" selected for fitting carts with interchangeable shafts.
Drivers, fairway woods, hybrids, and standalone components are split automatically. Irons, wedges, and putters remain full clubs unless the PDF labels them as components.
If a head and shaft stayed combined in one row, use "Add new row" to insert the missing component. Use "Clone" to copy a row with the same Kind and specifications.
Reviewing Before You Import
Use the PDF Line column to cross-check each item against the document. Hover over the line to see the full text from the PDF.
Confirm the Kind (Full Club, Head, or Shaft) on each row. The Kind controls which fields apply to the item.
Lines that aren't clubs, such as shipping or totals, are skipped. Click "View" on the skipped-lines notice to confirm nothing you need was left out.
Tracking IDs are not on vendor documents. Assign them with the "Bulk Edit" toolbar using Numerical Order or Auto-assign, and fix any Tracking ID flagged as a duplicate.
If processing fails, click "Try Again" to restart the upload.
Note: These tips will be updated as more vendor documents are tested.