This makes entering orders faster for both staff and Customers, and allows for accuracy. There is the ability to check the order before finalizing to allow for quality control.
2. ENABLE AI ORDERING: From the main menu, click "Settings".
3. Click "System Settings"
4. Click this search field and type "enable Ai". Or look in the Application section of the settings menu.
5. Click here to toggle on the feature.
6. Click "Save Settings" to complete.
"Current Ai to approve" and "New Customer order from PDF" screens will now be accessible from the Customer section of the main menu.
7. LINKING STOCK ITEMS: Prior to creating an order, ensure that linked stock items have been set up for the Customer. The AI tool will be looking for these stock items when creating the order.
From the Customer profile, click on the linked stock items edit icon.
8. Review linked stock items and add items as needed.
9. NOTE: Orders can be created from here and as many as 10 PDFs can be uploaded from different companies. However, it is recommended practice to start from "new order" when Customer name added, to ensure accuracy.
10. CREATE PDF FORM: This is needed to send to the customer. The order form must include the the customer company name, the stock item name and the quantity needed. The date of order and the proposed delivery date should also be included.
Typed notes from the order form will also transfer into the Pallet Connect order.
11. CREATING AI ORDER: Either from the customer profile or from the main menu. Click "New Order"
12. Click "AI: New Order From Pdf"
13. Click "Add Files". Drag and drop or search for the PDF to add the file.
The system will automatically turn the PDF order form into an open order in Pallet Connect.
NOTE: Up to 10 PDF order forms can be uploaded for this Customer at once. The system will create separate orders for each PDF.
14. The order status will show "Ai Generated". This label will prompt the user that the order is not "open" and needs to be approved.
15. TIP! If an item name entered on the PDF form is different to the item name in Pallet Connect an error message maybe displayed. Add this name as a "custom name" in the Linked Stock Items tab of the Customer profile.
This will allow the Customer to use their item name on the order form but it will trigger the order to use the Pallet Connect item name.
16. NOTE: The order form is accessible as an attachment.
17. RELEASE THE ORDER: This can be completed from the order screen.
Click "Menu" from the slide out screen or order details menu.
18. Click "Release Ai Order". The order will now be considered an open order.
19. NOTE: Orders that were Ai generated and need to be approved can also be viewed in the "current Ai orders to approve" screen.
From the main menu, navigate to the Customers section and click on the "current Ai orders" screen. Then click on the selected order from the list to open and approve.
