Order Management System

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  1. Order Management System
  2. Work with an assistant
Reference

Put an AI agent to work in Order Management System

Give your team guided help with orders, reviews and exceptions.

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 Desk Agent: Show the orders in Review and summarize each order's lines and current owner.
  • Order Reviewer: Bring together the current revision, line quantities, attachments and open exceptions before a decision.
  • Fulfillment Coordinator: Compare approved orders with their allocation and shipment events.
  • Finance Reviewer: Find captured payment evidence and failed reconciliation receipts for a selected order.

What stays with a person

  • A human reviewer decides whether an order is approved.
  • A team member must also investigate a payment or fulfillment discrepancy and record the outcome.
  • The assistant should cite the order, decision, event or receipt it used so a person can check the answer.

A human reviewer decides whether an order is approved. A team member must also investigate a payment or fulfillment discrepancy and record the outcome. The assistant should cite the order, decision, event or receipt it used so a person can check the answer.

Set up Order Management System 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