Bearings and power transmission

Thousands of SKUs. One replenishment agent.

Suggestions turned into POs, pack rules applied, partials kept open. You approve.

Get demo See every step

Today

You do everything. Agents should!

  1. ManualAgent Scroll reorder report
  2. ManualAgent Check allocations
  3. ManualAgent Check open POs
  4. ManualAgent Round to packs
  5. ManualAgent Check cross-reference
  6. ManualAgent Key the PO
  7. ManualAgent Read the ack
  8. ManualAgent Split partials
  9. ManualAgent Track shortages
  10. ManualAgent Chase backorders

How many hours can you get back?

What it costs

Where money is lost.

  • Phantom stock Allocated units counted as free
  • Lost backorders Partial marked confirmed
  • Pack changes New minimum, found at receiving
  • Late shortages Seen after the need date

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. Loads suggestions
  2. Applies pack rules
  3. You approve PO
  4. Places the PO
  5. Reads the ack
  6. Keeps partials open
  7. You decide shortages

Agent does itYou decide

How it works

Five steps. Zero re-typing.

  1. Step 1

    It checks the reorder report

    Allocations, open POs and pack multiples, before anything is bought.

    Inbox

    ERP reorder report · main warehouse

    Marlow Bearing & Drive · 4 lines suggested

    Checked request

    ✓6308-2Z/C3 bearing · 92 → 100 (multiple of 20)

    ✓UCP205-16 pillow block · 12

    ✓B62 V-belt · 24

    ✓CL-60 connecting link · 27 → 30 (pack of 10)

    ✓No duplicate open PO

  2. Step 2

    It keys the PO you approved

    Rounded by your rule, original suggestion kept beside it.

    PO ENTRY    PO#: 64120

    VENDOR: MARLOW BEARING

    LN PART   QTY  COST

    01 6308-2Z/ 100 EA $18.75

    ▌

    Green screen

    Infor SX.e

    PO 64120Emailed to supplier

  3. Step 3

    It splits the confirmation

    60 now, 40 later. The 40 stay open.

    DECEMBER

    SMTWTFS 12345678910111213141516171819202122232425262728293031

    Need datePromised

    Marlow Bearing & Drive · PO 64120

    60 EA ship 12/01. Remaining 40 EA ship 12/09.

    Earliest is the 9th.

    To your buyer

    PO 64120 will land 7 days late. ExpediteSwitch supplier

  4. Step 4

    It chases the backorder

    Balance late for the need date? It asks the vendor.

    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?

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

  5. Step 5

    It matches what arrived

    PO, packing slip, invoice. Nothing closed that didn't ship.

    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.

  1. Reorder suggestions
  2. Check allocations & open POs
  3. Item & warehouse valid?
    No → buyer review
  4. Cross-reference verified?
    No → send to buyer
  5. Round to pack by rule
  6. Buyer approves PO
  7. Key PO, reopen to check
  8. Read confirmation line by line
  9. Pack & quantity unchanged?
    No → hold for buyer
  10. Full quantity confirmed?
    No → keep balance open
  11. Balance before need date?
    No → suggest alternate supplier
  12. Buyer reviews exceptions
  13. Post receipt from slip
  14. Match invoice to receipt
  15. Open orders current

Agent does it You decide Rule check

Built for you

Built for bearings & PT

  1. 1Pack multiplesTubes, boxes, reels converted
  2. 2Cross-referencesOnly verified mappings used
  3. 3Allocated stockNot counted as available
  4. 4Split confirmationsConfirmed and open, both shown
  5. 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 waiting
  • 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
TodayWith 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.

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.

FAQ

Questions buyers ask us

How does it handle pack sizes?

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.

Let an agent work the reorder report.

  • 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 a reorder report and a few recent split confirmations.

Get demo