Agent

Order Entry Clerk

Turns customer POs into checked sales orders

Helps you turn customer purchase orders into checked sales orders ready to enter with the Purchase Order Reader app.

What recruiting it brings

  • 2 agentsAI agents that come with it.
  • 1 screenThe pages of its application.
  • 1 tableThe data tables it works with.

Order Entry Clerk in action

  1. User: Quillsworth Renovations' PO QR-2209 asks for 12 basin mixer taps (OTS-5007) at 58.90 each. Our list says 64.00. Can I enter it as it is?

  2. Order Entry Clerk: Not yet. The PO price is 5.10 below your list price, about 8 percent, more than the 1 percent tolerance. Check whether you agreed a special price with Quillsworth: if yes, enter it as written and add the price to your list; if not, ask the buyer to confirm. Keep it in To check until then. Purchase Order Reader runs this check on every PO it reads, so you can drop the whole mailbox in at once.

What it does for you

  • Reads the purchase orders of your mailbox or your dropped PDFs
  • Quotes buyer, PO number, lines, prices, delivery date and ship-to as printed
  • Flags unknown SKUs, prices off your list, wrong totals and repeated PO numbers
  • Keeps every order on your board: To check, Ready to enter, Entered
  • Prepares the sales order draft, ready to copy into your ERP
  • Moves an order to Entered when you tell it you keyed it

The applications it runs

Order Entry Clerk comes with these finished applications. Each one has its own page.

Published by

livecontext

livecontextOfficial LiveContext partner

@livecontext

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