PO 64120 will land 7 days late.ExpediteSwitch supplier
Step 4
It chases the backorder
Balance late for the need date? It asks the vendor.
Following up…Demonstration data
Draft · to Marlow Bearing & Drive
PO 64120 · 40 EA 6308-2Z/C3 outstanding
Can any of the 40 outstanding bearings ship before our 12/02 need date?
PO sent
No reply, 2 days
Reminder sent
Buyer told if still silent
Step 5
It matches what arrived
PO, packing slip, invoice. Nothing closed that didn't ship.
Matching 3 documents…Demonstration data
POQty 100
✕
Packing slipQty 60
✓
InvoiceQty 60
HeldBilled 60. Received 60. On your desk with the slip.
The full process
Bearings and power transmission: every step
What the agent does, where you decide, and the rules it checks.
I run every blue box.
Reorder suggestions
Check allocations & open POs
Item & warehouse valid?
No → buyer review
Cross-reference verified?
No → send to buyer
Round to pack by rule
Buyer approves PO
Key PO, reopen to check
Read confirmation line by line
Pack & quantity unchanged?
No → hold for buyer
Full quantity confirmed?
No → keep balance open
Balance before need date?
No → suggest alternate supplier
Buyer reviews exceptions
Post receipt from slip
Match invoice to receipt
Open orders current
Agent does it You decide Rule check
Built for you
Built for bearings & PT
12345
1Pack multiplesTubes, boxes, reels converted
2Cross-referencesOnly verified mappings used
3Allocated stockNot counted as available
4Split confirmationsConfirmed and open, both shown
5Vendor pack changesCaught in the ack
Your controls
Your rules. Exactly.
Written once in plain English. Followed every time.
Need 27, pack of 10?Order 30, note 27
Vendor changes pack size?Hold for buyer
Balance after need date?Suggest alternate supplier
Never, on any run
Change reorder points or min/max
Accept a new pack size unapproved
Close a backorder on a partial
Use an unverified cross-reference
Count allocated stock as available
When a rule says no
It stops and asks you.
Every held item lands in one queue with the documents, the values read and the rule that fired.
Approvals · 4 waitingDemonstration data
Buyer reviewItem & warehouse valid?2 min
Send to buyerCross-reference verified?14 min
Hold for buyerPack & quantity unchanged?1 h
Keep balance openFull quantity confirmed?3 h
RUN-2291
Buyer review
RuleItem & warehouse valid? No
Source PDFPO as savedRule result
I stopped here. Everything I read is attached. Your call.
ApproveSend back
The difference
Your team, before and after
Your team today and with the agent
Today
With your agent
Reorder report
Scrolled line by line
Validated first
Pack rounding
Math by hand
Written rule, every time
Partials
Marked confirmed
Confirmed and open
Shortages
Expediter's spreadsheet
Flagged by need date
Your existing systems
No new systems!
The agent runs where you work.
Distribution ERP
Infor SX.e
Epicor Prophet 21
Infor CloudSuite Distribution
Epicor Eclipse
DDI Inform
NetSuite
Dynamics 365 Business Central
SAP Business One
AS/400
Supplier channels
Supplier portals
EDI 855 acks
Email confirmations
Cross-reference tables
Inbox & documents
Outlook
Gmail
Excel
Teams
Acrobat / PDF
Screens differ by version and setup; we confirm the exact steps on your system before a pilot. Logos and product names identify systems only and belong to their owners; they do not imply a partnership or endorsement.
Hours back for your team
Your numbers
How many hours can you get back?
Your volume, your times, your labor cost. Estimates, not results.
120staff hours per month returned to buying work
$4,800labor capacity per month
$57,600labor capacity per year
Replenishment PO lines × (minutes today − minutes with the agent) ÷ 60 × hourly cost
These are example assumptions, not results. Example assumptions: minutes per line cover reviewing the suggestion, rounding, entry and reading the confirmation. Your line counts and times will differ; replace them.
Demonstration
Watch recorded runs
This recording is accounts payable at a distributor in Infor SX.e, after goods are received: bills validated against PO receipts and a variance checked against tolerance. It shows the agent working distribution purchasing records in Infor, but not replenishment or supplier confirmations.
It reads the pack quantity and minimum multiple from your item and vendor records and converts vendor units to your stocking unit with a fixed formula. Rounding to a multiple happens only where your rule allows it, and the original suggested quantity stays visible next to the ordered one.
Does it automate reorder policy?
No. Reorder points, min/max levels and replenishment settings belong to your inventory team. The agent works from the suggestions your ERP produces, checks them against allocations and open POs, and turns approved ones into orders.
What happens on partial confirmation?
It records the confirmed quantity and date, keeps the remainder open on the line with its own date, and preserves the original requested quantity. If the remainder lands after the need date, it flags a shortage and can suggest an inquiry to another approved supplier for the buyer to approve.
What if a vendor changes its pack size in the acknowledgment?
The line is held. The agent shows the quantity ordered, the quantity the vendor now proposes and the price difference, and waits for the buyer. It doesn't update the PO or your item records on its own.
Infor SX.e 
Epicor Prophet 21 
DDI Inform 
NetSuite 
Dynamics 365 Business Central 
SAP Business One 
Outlook 
Gmail 
Excel 
Teams 
Acrobat / PDF 