Procurement Agent · Food & beverage

Right ingredient. Right lot. Right paperwork.

POs, supplier dates and COA chasing, done for you. Release stays with quality.

Get demo See every step

Today

You do everything. Agents should!

  1. ManualAgent Read lot plan
  2. ManualAgent Check approved supplier
  3. ManualAgent Convert pack units
  4. ManualAgent Key the PO
  5. ManualAgent Read the ack
  6. ManualAgent Check best-by
  7. ManualAgent Chase the COA
  8. ManualAgent Notify quality
  9. ManualAgent Match invoice
  10. ManualAgent Pay

How many hours can you get back?

What it costs

Where money is lost.

  • Missing COA Truck here, no certificate
  • Short shelf life Best-by before the run
  • Price swings Commodity moved since the contract
  • Late packaging No film, no run

The solution

No integrations. No babysitting.

The agent works your screens like a trained employee, by your rules.

The solution

Hand the whole cycle to an agent

1 agent
  1. Reads lot plan
  2. Checks supplier & spec
  3. You approve PO
  4. Places PO
  5. Reads ack dates
  6. Chases the COA
  7. Quality releases

Agent does itYou decide

How it works

Five steps. Zero re-typing.

  1. Step 1

    It reads the lot plan

    Ingredient, spec revision, quantity and the date the run needs it.

    Demonstration data

    Inbox

    Lot plan BK-1142 · Plant 3

    Granola bar run Wed 11/18 · materials by Mon 11/16

    Checked request

    ✓RM-2210 rolled oats, spec rev 4 · 20,000 LB

    ✓RM-3145 clover honey, spec rev 2 · 7,200 LB

    ✓PK-0870 printed film, rev 7 · 40 rolls

    ✓No duplicate open PO

  2. Step 2

    It places the approved PO

    Approved supplier, current spec, contract price in contract units.

    Demonstration data

    PO ENTRY    PO#: 51208

    VENDOR: LARKSPUR APIAR

    LN PART   QTY  COST

    01 RM-3145 7,200 LB $15,408.00

    ▌

    Green screen

    Epicor Kinetic

    PO 51208Emailed to supplier

  3. Step 3

    It checks ship and best-by

    Late packaging and short shelf life flagged before the run.

    Demonstration data

    NOVEMBER

    SMTWTFS 12345678910111213141516171819202122232425262728293031

    Need datePromised

    Northgate Flexibles · PO 51209

    40 rolls ship 11/17. Run BK-1142 needs film on site 11/16.

    Earliest is the 17th.

    To your buyer

    PO 51209 will land 1 days late. ExpediteSwitch supplier

  4. Step 4

    It chases the COA

    No certificate? Line held, supplier asked, quality told.

    Demonstration data

    Draft · to Larkspur Apiaries

    COA needed · PO 51208, lot LA-24-1031

    Your acknowledgment for PO 51208 arrived without a certificate of analysis. Please send the COA for lot LA-24-1031 before the 11/13 shipment.

    1. PO sent
    2. No reply, 2 days
    3. Reminder sent
    4. Buyer told if still silent

  5. Step 5

    It matches in contract units

    Totes on the slip, pounds on the PO. Converted, then matched.

    Demonstration data
    POQty 7200
    ✓
    Packing slipQty 7200
    ✓
    InvoiceQty 7200
    MatchedPosted. No AP work.

The full process

Food & beverage manufacturers: every step

What the agent does, where you decide, and the rules it checks.

  1. Lot plan or MRP signal
  2. Check supplier & spec revision
  3. Approved for this material?
    No → route to quality
  4. Convert to contract units
  5. Within contract price?
    No → hold for buyer
  6. Buyer approves PO
  7. Key PO in ERP & email it
  8. Read ship, lot, best-by
  9. Arrives before need date?
    No → alert planner
  10. COA on file for lot?
    No → request from supplier
  11. Quality releases the lot
  12. Post receipt with lot number
  13. 3-way match in tolerance?
    No → hold for review
  14. Build run by discount date
  15. You release payment
  16. Paid & remitted

Agent does it You decide Rule check

Built for you

Food & beverage procurement

  1. 1Lot & specApproved supplier, current revision
  2. 2COAsNo certificate, no release
  3. 3Cold chainReefer loads, tight receiving windows
  4. 4Ingredient price swingsCommodities move between contracts
  5. 5Co-packers & packagingFilm and cartons, longer leads

Your controls

Your rules. Exactly.

Written once in plain English. Followed every time.

  • No COA on file? Hold, request it
  • Best-by too close? Flag to quality
  • Price off contract? Hold for the buyer

Never, on any run

  • Release a lot or clear holds
  • Call an ingredient safe or allergen-free
  • Accept a substitute ingredient
  • Treat a ship notice as a COA
  • Edit a spec or supplier list

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
  • Route to qualityApproved for this material? 2 min
  • Hold for buyerWithin contract price? 14 min
  • Alert plannerArrives before need date? 1 h
  • Request from supplierCOA on file for lot? 3 h

RUN-2291

Route to quality

RuleApproved for this material? 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
TodayWith your agent
Approved supplier check Looked up by hand Every line, every time
Pack conversions By calculator From your item factors
Missing COAs Found at the dock Requested off the ack
Late packaging Seen on the schedule Flagged when acknowledged

Your existing systems

No new systems!

The agent runs where you work.

ERP

  • Epicor
  • SAP
  • Oracle
  • NetSuite
  • Dynamics 365
  • Infor SyteLine
  • Sage 100/X3
  • Acumatica
  • SYSPRO
  • Plex
  • QuickBooks
  • Fishbowl

Supplier portals & pay

  • SAP Ariba
  • Coupa
  • Amazon Business
  • Grainger
  • BILL
  • AvidXchange

Inbox & documents

  • Excel
  • Outlook
  • Gmail
  • Teams
  • SharePoint
  • Acrobat / PDF
  • DocuSign
  • Scans & photos

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.

Your numbers

How many hours can you get back?

Your volume, your times, your labor cost. Estimates, not results.

93staff hours per month returned to buying work
$4,200labor capacity per month
$50,400labor capacity per year

Ingredient PO lines × (minutes today − minutes with the agent) ÷ 60 × hourly cost

These are example assumptions, not results. Example assumptions only: minutes cover supplier and spec checks, PO entry, reading the acknowledgment and chasing documents. Quality review time is not included and does not go away.

Demonstration

Recordings in production

FAQ

Questions buyers ask us

Can it verify COAs?

It checks that a required COA is present and that it names the expected supplier, item and lot. It does not evaluate test results or decide whether the ingredient meets spec; your quality team does that.

Will it approve ingredient substitutions?

No. A different ingredient, grade or supplier is routed to the people who own that decision, normally quality and purchasing. The agent will not place an order for a substitute on its own.

Can it track supplier certificates?

Yes, for the documents your matrix lists. It records which documents have arrived for each PO and lot, requests missing ones, and can flag certificates that are near the expiry date recorded in your list.

Does it change quality status in our ERP?

No. It can note that a document was received. Release, hold and rejection stay with quality users.

Which ingredient gives you trouble?

  • We build itYou show us the work once.
  • Start to finishDoes exactly what your team does.
  • No-risk trial$0 setup. See it work before you scale.

Bring one ingredient PO and the documents it's supposed to come with.

Get demo