Ask the assistant instead of clicking

What moves

The Copilot and any connected AI client read stock and, after you confirm, post movements, counts and purchase orders under your own permissions.

Before you start

• Inventory and AI Copilot in your plan
• An AI provider set up for your company
• The person holds the permission the action needs
• AI Copilot available in your plan
• The person holds the permission for the action asked

Step by step

1. Inventory managerAI Copilot

   Asks which items are below their reorder point in the main warehouse.

   You see:The Copilot lists them with stock on hand from Inventory.

2. Inventory managerAI Copilot

   Asks it to draft purchase orders for them.

   You see:A card shows the drafts and waits for Run.

3. Inventory managerInventory, Purchasing & Warehousing

   Presses Run.

   You see:The draft purchase orders appear in Inventory for review.

4. SystemInventory, Purchasing & Warehousing

   Records the purchase orders and the audit entry.

   You see:Nothing is sent to a supplier until the manager sends it.

Related

• AI Copilot
• Inventory, Purchasing & Warehousing
• Ask the Copilot to do recruiting work
• Ask what is available and manage bookings by conversation
• Clean up customers and vendors by conversation
• An admin hands a developer a limited assistant token
• An announcement is sent to a department by conversation
• Connections between modules