Purchase Order System

Features

Industries

Reference

More

Start now
  1. Purchase Order System
  2. Your purchasing assistant
Reference

Put an AI agent to work in Purchase Order System

Get started to create your account, then use Proto to configure Purchase Order System around your purchasing policy. The agent reference is available with:

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 8 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

  • Requester: Help prepare the request description, funding references and line details before submission.
  • Buyer: Summarize outstanding order lines and the supplier promises that need follow-up.
  • Approver: Bring together the submitted scope, applicable rule and retained revision for a decision.
  • Receiving Clerk: Find the order and receipt evidence needed to explain a partial delivery or rejection.

What stays with a person

  • A person with the appropriate authority approves purchasing scope, price exceptions and returns.
  • The assistant needs the customer's policy and access boundaries before preparing work.
  • Supplier commitments, physical acceptance and external accounting outcomes require evidence from the responsible person or connected system.
  • Agent usage is metered.

A person with the appropriate authority approves purchasing scope, price exceptions and returns. The assistant needs the customer's policy and access boundaries before preparing work. Supplier commitments, physical acceptance and external accounting outcomes require evidence from the responsible person or connected system.

Agent usage is metered. Review [pricing](/purchase-order-system/pricing) alongside the expected imports, connection activity and assistance your team plans to use.

Set up Purchase Order 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