Food and Beverage D2C OMS

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  1. Food and Beverage D2C OMS
  2. Use Proto with this system
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Put an AI agent to work in Food and Beverage D2C OMS

Ask Proto to organize order, cold-chain and payment evidence for review.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 7 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Order Coordinator: List orders in Review with their current revision and linked lines.
  • Fulfillment Operator: Show approved orders with lines still awaiting allocation.
  • Cold-Chain Investigator: Group open exceptions by type and owner with their related events.
  • Payment Analyst: Compare captured evidence with the linked order amount for reconciliation.

What stays with a person

  • The Order Reviewer decides whether an order revision is approved or returned.
  • Operations Manager approves a submitted carrier handoff and resolves cross-team discrepancies.
  • Proto can organize records and prepare a case for those people; their decisions stay attached to the order and its evidence.

The Order Reviewer decides whether an order revision is approved or returned. Operations Manager approves a submitted carrier handoff and resolves cross-team discrepancies. Proto can organize records and prepare a case for those people; their decisions stay attached to the order and its evidence.

Set up Food and Beverage D2C OMS your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started