Distributor AI Operations Prototype

Action This Week

Exceptions

Warehouse Position

By site

Operational Signals

Client snapshot

Customer Request

AI draft only

Assistant Output

Waiting

Enter a customer request to extract SKU, quantity, location, stock status, and a draft response.

Expiry Risk

Find batch Risk

Low Stock

Transfer Ideas

Batch Register

Governed review queue

Data-quality exceptions

Export register

Status Severity Warehouse Search

Selected exception

Review and disposition

Select an issue

Select an exception from the queue to inspect its source lineage.

Client validation case

Assignment and supporting evidence

Owner Due date

Client response Evidence reference

Recorded actor Authenticated user

Disposition

Governed exception status

Decision note

Audit history

Readiness gates

Opening-balance controls

Blocked

Warehouse position

Current governed snapshot

Frozen evidence

Certification record

No draft

Create a draft to freeze the current balance positions and their validation-gate counts.

Certification history

Immutable intake

Receive and validate source

Excel / CSV

Controlled refresh

Approval gates

No direct overwrite

Validate: inspect workbook structure, required worksheets, formulas, and duplicates.
Approve: an Approver or Administrator accepts a recognized canonical source.
Build: an Administrator creates a candidate snapshot and reconciles it independently.
Promote: only a successful candidate replaces the active warehouse; a backup is retained.

Canonical refresh filenames include the product master, stock-in-transit file, customer list, and three current stock cards.

Governed register

Upload history

Inbound Imports

PO tracker

Planning Assistant

Human approval

Controlled Knowledge Base

Prototype index

Document Q&A

Cited answer

Question

Approval Queue

Drafts awaiting review

Data Readiness Checklist

Minimum Tables for Pilot

Data model

Access directory

Application users

Loading

Select an account to change its role, status, password, or active sessions.

Administrator control

Add user

Admin only

Username Display name

Role

Initial password Confirm password

Use at least 12 characters, including a letter and a number.

Selected account

Access and security controls

Select a user

Choose Manage beside an account to edit it.

Operational status

System health

Checking

Recovery control

Create manual backup

Export audit CSV

Backup register

Available recovery points