Purchasing Assistant
The Purchasing Assistant is your AI productivity tool designed to help you complete daily tasks faster. Automated Purchase Order Generation: Paste text from employee requisitions or external requests via email. CAI identifies required items, quantities, and preferred vendors, then generates a draft purchase order, ensuring compliance and efficiency in your procurement process
Invoice-to-PO Reconciliation & Receipt
Paste text from an invoice, and CAI will automatically match it against existing purchase orders, verify quantities received, and create a goods receipt entry (or flag discrepancies for review). This automates the three-way matching process, improving accuracy and accelerating payment cycles
Take your vendors shipping document and copy the text
Purchase Order - Create - Receive - Invoice
Choose the copilot action to perform. You can create a new purchase order, receive quantity on a previously generated PO or record the vendors invoice. Click on the Copilot split button and make a selection.
Paste text from the vendor document, no editing necessary.
Review the results
Make any edits as necessary. Make a note of any notifications along the way. This is how the system learns your preferences for things like location code. In the image below, we are receiving two items for the quantities in the vendor receipt. Note the PO / Document No selected, this is the purchase order that will be updated
Keep it
Click "Keep it" to update the quantity to receive on the purchase order lines. You will be prompted to continue with posting the purchase receipt or purchase invoice. You can click "No." to open the PO, review and post at your convenience.
