Getting Started
Three tools that work together to help you make smarter purchase order decisions faster.
When you generate an AI comment on a PO
Fetch SKU Data
System collects full SKU details: price, coverage, supplier info, return rates
Apply Rules First
Check hard gates - negative margin? High return rate? Rules can block immediately
AI Agents Analyze
5 specialists evaluate coverage, margins, market trends, and supplier risk
Get Recommendation
Agents vote: Buy More, Buy Less, PASS, or Do not Buy - with confidence scores
Auto-Approve Decision
High confidence and thresholds met? Auto-approve immediately. Otherwise escalate
You See the Result
View recommendation, reasoning, and each agent perspective on the PO
How they connect
Rules
Decision gates that check PO data
Rules are conditions that evaluate fields on a purchase order. Like a dictionary: if negative margin is detected, mark as high risk. Rules can block orders, flag them for review, or feed data to agents.
Used by
- AI Agents as hard gates or scoring inputs
- Auto-Approve as risk-level filters and blocks
Example
EGM less than 0% - Do not buy (critical block)
Return rate greater than 10% - High risk flag
AI Agents
Specialists that evaluate every PO
Each Agent analyzes a purchase order through a specialist lens: coverage, margins, market trends, supplier risk. Agents vote their recommendation and confidence. Multiple agents form your Council.
Agent types
- Rule-based: pure logic, no AI, just rule evaluation
- Prompt-based: AI judgment with custom persona
- Hybrid: rules as hard gates, AI for nuance
Example
Maya: margin rule fires - Do not buy with high confidence
Alex: weighs all 5 agents, issues final verdict
Auto-Approve
Skip manual review for clear-cut orders
Auto-Approve watches Council decisions and approves orders automatically when every configured threshold is met. You set the bar: confidence level, unanimity, order value, SKU risk.
Checks
- Agent council decisions and average confidence
- Minimum agents that must agree (e.g. 5 out of 5)
- Max order value and allowed order types
- Excluded suppliers (always manual review)
Example
5 agents agree - Confidence at least 90% - Order under 5k dollars - Auto-approved
Real-World Scenarios
Scenario
✓ Seasonal Restock - Auto-Approved
Restocking a popular kitchen gadget for Q2 season with 6 months of inventory. Margin is 12%, supplier is reliable, sales velocity is steady.
Coverage rule check passes
Sales velocity shows consistent trend, no red flags
Covers fulfillment costs plus 5% buffer
Return rate 2%, lead time reliable
All 4 agents vote yes, high confidence triggers auto-approve
Result: Auto-approved in seconds. All agents agree, confidence above 95%, all thresholds met.
Scenario
⚠ New Vendor Order - Escalated
First international supplier order for 18K electronics. New vendor with no history. Margin is tight at 8%.
Within acceptable range for standard orders
Cannot assess demand for unknown product
Minimal safety margin if fulfillment costs spike
No relationship history, international, 18K order value triggers escalation
Risk rule blocks auto-approve, requires manual sign-off
Result: Escalated to manual review. Rita risk rule triggers, new vendor requires human approval.
Scenario
✗ Clearance with Returns - Rejected
Clearance inventory at 40% discount. Supplier return rate is 18% (your threshold is 5%). Margin is negative at -2%.
Clearance orders allow shorter windows
Product in clearance means demand is dropping
EGM is -2%, rule immediately fires, no profit possible
Return rate far exceeds 5% threshold, supplier unreliable
Multiple rules and agents all reject, confident veto
Result: Rejected. Multiple rules fire, multiple agents agree - order does not proceed.
Example walkthrough: low-margin product arrives
Rules evaluate first
EGM is negative at -3% - the EGM rule fires immediately. Outcome: Do not buy (critical block)
AI Agents run
Maya (Margin Hawk): rule blocked, issues Do not Buy with high confidence Calvin, Grant, Rita: each issues their own decision via AI judgment Alex (Arbitrator): synthesizes all voices, Maya financial veto overrides others
Auto-Approve checks
Decision is "Do not Buy" - does not clear approval threshold Result: Routed to manual review for a buyer to confirm or override
For a healthy product: all 5 agents agree to buy more with high confidence and no rules block - auto-approve skips the queue entirely.
New agents need approval before going live
After creating an agent, a manager reviews and approves it at Approval. Until then, the agent is in draft and will not run on real orders.