1. OMS for Grocery and Supermarkets
  2. Work with Proto
Reference

Put an AI agent to work in OMS for Grocery and Supermarkets

Ask Proto to help configure grocery order work and prepare cases for human 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 6 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: Prepare a basket review with shopper, recipient, line quantities and substitution choices.
  • Order Reviewer: Gather the current order revision, basket, exception detail and prior decision for a human decision.
  • Fulfillment Associate: Summarize the approved basket and its event trail before store release.
  • Store Operations Manager: Show open exceptions with their assigned associate and linked order.

What stays with a person

  • A person decides whether to approve an order, authorize a correction and accept an operational resolution.
  • Confirm the actual stock, payment and delivery facts with the responsible systems and people.
  • Proto can prepare the case and record authorized work, while the team remains accountable for the decision.

A person decides whether to approve an order, authorize a correction and accept an operational resolution. Confirm the actual stock, payment and delivery facts with the responsible systems and people. Proto can prepare the case and record authorized work, while the team remains accountable for the decision.

Set up OMS for Grocery and Supermarkets your way.

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

How to get started