Automate Business Central with AI Chatbot Services
Sales Module
- Create Sales Quote
- Convert Quote to Sales Order
- Create Sales Order
- View Sales Orders
- Approve Sales Orders
- View Posted Sales Invoices
- Check Margin / Profitability
- View Customer Credit Limit
- Search Items
- View Sales History
- Send Invoice / Quote
- Track Delivery Status
- Show Expected Delivery Dates
- View Backorders
- Reprint / Regenerate PDF
Purchase Module
- Create Purchase Order
- View Open Purchase Orders
- Approve PO
- Upload PO PDF
- View Posted Purchase Invoices
- View Vendor Balance
- Track Inbound Shipments
- GRN Summary
- Search Vendors
- Send PO to Vendor
- Upload Vendor Invoice
- Match Invoice to PO
Customer Module
- View Customer Details
- View Customer Ledger
- Create New Customer
- Send Customer Invoice
- View Sales Summary
- Search Customer
- View Credit Utilization
- Download Statement of Account
- Add Comment / Note
- Schedule Follow-Up
- Tag Customers
Vendor Module
- View Vendor Details
- View Purchase Summary
- View Vendor Ledger
- Create New Vendor
- Send Purchase Order
- Upload Vendor Docs
- View Pending Bills
- Schedule Payment Run
- Search Vendors
- Track Vendor Performance
Inventory Module
- Check Stock
- Inventory Aging Report
- View Item Card
- Search Items
- Low Stock Alerts
- View BOM
- Reorder Suggestion
- Show Item Image / Description
- Send Item Details to Customer
- Inventory Valuation Report
- Track Item Movements
Warehouse Module
- View Warehouse Stock
- View Transfer Orders
- Create Transfer Order
- Track Bin Contents
- Item Movement Log
- Stock Count Requests
- Post Transfer Receipt
- Warehouse Utilization Report
- Assign Pick or Put-away Task
- Print Labels / Pick List
Manufacturing Module
- Create Production Order
- View Released Production Orders
- Check Component Availability
- View BOM Details
- Show Routing Steps
- Track Production Status
- Post Consumption
- Post Output
- Notify Component Shortage
- Generate Replenishment Suggestions
- Auto-create Production Order from Sales Quote
- Show WIP Costing Summary
- View Assigned Work Center Load
- Quality Check Status
- Reverse Output / Consumption
- Upload quality image
Service Module
- Create New Service Request
- View Open Service Orders
- Assign Technician
- Track Technician ETA
- Log Service Item Details
- Update Service Status
- Create Service Invoice
- View/Send Service Contract
- List Pending Repairs
- Parts Used / Spare Consumption
- Upload Job Card Photo or Signature
- View Technician Workload
- Schedule Next Maintenance
- Share Service Report PDF
- View Customer Service History
- Chat-based Complaint Escalation
- SLA breach alerts