Ships 11/24. Job 24-1187 needs 60 motors on site 11/19.
Earliest is the 24th.
To your buyer
PO 70419 will land 5 days late.ExpediteSwitch supplier
Step 5
It catches short shipments
PO, packing slip, invoice. Pay only for what arrived.
Matching 3 documents…Demonstration data
POQty 240
✕
Packing slipQty 228
✕
InvoiceQty 240
HeldBilled 240. Received 228. On your desk with the slip.
The full process
Manufacturers: every step
What the agent does, where you decide, and the rules it checks.
I run every blue box.
MRP signal or request
Check budget & approval limit
Approver signs
On a blanket PO?
No → send RFQs
Release or send RFQs
Level bids to landed cost
Buyer awards
Key PO in ERP & email it
Ack matches the PO?
No → call supplier
Watch promise vs need date
Post receipt from packing slip
Read the invoice
3-way match in tolerance?
No → hold for review
Post & code (GL, PPV)
Vendor cleared?
No → verify W-9, bank
Build run by discount date
You release payment
Paid & remitted
Agent does it You decide Rule check
Built for you
Manufacturing procurement
12345
1MRP & blanket POsDaily releases against blankets
2Acks vs. need datesPromise dates drift, lines stop
3Dock receiptsPacking slips, short shipments
4Supplier portalsInvoices & ASNs locked away
5PPV & standard costPrice changes hit margin
Your controls
Your rules. Exactly.
Written once in plain English. Followed every time.
Revision differs from BOM?Hold for the buyer
Promise after need date?Alert the planner
Invoice above PO price?Hold, show the PPV
Never, on any run
Order an unreleased revision
Swap in an alternate part
Approve a requoted price
Move a job date
Count a promise as stock
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
Send RFQsOn a blanket PO?2 min
Call supplierAck matches the PO?14 min
Hold for review3-way match in tolerance?1 h
Verify W-9, bankVendor cleared?3 h
RUN-2291
Send RFQs
RuleOn a blanket PO? 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
MRP suggestions
Worked line by line
Read with job & date
Expired quotes
Found on the invoice
Requoted before the PO
Late promises
Found at the dock
Flagged same day
Short shipments
Spotted if checked
Held at match
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
Global Shop
JobBOSS/E2
QAD
QuickBooks
Fishbowl
AS/400
Supplier portals
SAP Ariba
Coupa
Amazon Business
Grainger
McMaster-Carr
Fastenal
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.
Hours back for your team
Your numbers
How many hours can you get back?
Your volume, your times, your labor cost. Estimates, not results.
165staff hours per month returned to buying work
$8,580labor capacity per month
$102,960labor capacity per year
Purchase suggestions × (minutes today − minutes with the agent) ÷ 60 × hourly cost
These are example assumptions, not results. Example assumptions for a mid-size plant: minutes cover checking the suggestion, pricing, PO entry and reading the acknowledgment. Swap in your own counts and timings.
Demonstration
Watch recorded runs
This recording is a sales-side workflow: preparing a customer quote in Epicor Kinetic. It does include a real purchasing check, where the agent finds an expired supplier anodize price, raises a supplier RFQ and waits for a buyer to approve the new price in Teams. It does not show MRP suggestions, PO creation or supplier acknowledgments; those are in the planned recordings above.
No. Your MRP still decides what to buy and when. The agent picks up the approved suggestions and does the purchasing work after them: checking revisions and prices, entering POs and comparing supplier dates to the job.
Can it work with on-prem ERP screens?
Yes, it can operate desktop and browser ERP screens in a signed-in user's session, whether the ERP is hosted or on your own servers. Menus and fields differ by version and customization, so we confirm the exact steps on your system before a pilot.
Who authorizes supplier changes?
Your people. A new price, a different supplier or a changed quantity waits for a buyer whose limit covers it, and larger changes go to whoever your policy names. The agent records who approved and when.
What happens if the BOM revision changed after MRP ran?
The line stops and goes to the buyer with both revisions shown. The agent doesn't decide which revision to buy; engineering and planning do.
Will it reschedule a job when a part is late?
No. It tells the planner which part, which job and how many days the promise misses by. Rescheduling stays with planning.