# Order-to-Cash Agents and apps built for the Order-to-Cash process handle the work that runs from the moment an order arrives through to delivery, invoicing, and margin tracking. They sit across order entry, configuration and quoting, shipment and document management, and commercial performance visibility. The use cases below are grouped by sub-process. **Agents** run on their own and report back; **Apps** are surfaces your team opens and acts in; **Dashboards** give live visibility without requiring interaction. *** ## Order handling & visibility *Keeping orders moving — spotting where they get stuck, balancing workload across the team, and monitoring health across the full order book.* ### Agents {% hint style="info" %} **Agents** handle rule-based order tasks autonomously — selecting batches, verifying traceability, and escalating exceptions. {% endhint %} #### Batch Picking & Traceability Pick the right batches every time, with traceability that holds up to audit. For each order, selects the right batches based on applicable rules: expiry, customer-specific batch requirements, regulatory traceability. Verifies that picked batches, shipped quantities, and invoiced amounts match across the full chain. | | | | ---------------- | ----------------------------------------------------------- | | **Value driver** | Service Level | | **KPI moved** | OTIF to customer % | | **What it does** | Select batches · Verify picked, shipped, and invoiced match | *** ### Apps {% hint style="info" %} **Apps** are surfaces your team opens — interactive tools, dashboards, and workspaces. A dashboard is a type of app that gives live visibility; other apps let your team take action, approve decisions, or run structured workflows. {% endhint %} #### Batch Traceability App Pick rule-compliant batches and prove the chain when audited. Working surface for batch selection in order picking: shows the applicable rules (expiry, customer-specific requirements, regulatory traceability) and the candidate batches that satisfy them. Verifies that picked batches, shipped quantities, and invoiced amounts match across the full chain. | | | | ---------------- | --------------------------------------------------------------- | | **Value driver** | Service Level | | **KPI moved** | OTIF to customer % | | **What it does** | Show applicable rules · Select compliant batches · Verify chain | *** #### Order Document Pre-Check Stop typos and inconsistencies leaving in the document pack. Scans uploaded order documents (up to 15 document types per shipment) for typos and inconsistencies before they are sent to the customer. Surfaces issues as a checklist with the source field highlighted. Used by customer service as the last gate before the document pack goes out. | | | | ---------------- | -------------------------------------------------- | | **Value driver** | Service Level | | **KPI moved** | OTIF to customer % | | **What it does** | Scan document pack · Surface issues before sending | *** #### Sales Order Flow Insights See where orders get stuck on the way to confirmation. Sales order flow analysis from order entry to final confirmation sent to the customer. Ingests order header, holdback, blocking, and history data from the ERP. Lets sales operations see where orders get stuck, how long each stage takes, and which blocking reasons are driving the delays. | | | | ---------------- | --------------------------------------------------------- | | **Value driver** | Service Level | | **KPI moved** | OTIF to customer % | | **What it does** | Map order flow · Surface blocking reasons and stage times | *** #### Sales Block Insights Prioritise the blocking reasons that move the most volume. Breaks down sales order blockings by sales office, user, and blocking reason. Lets the sales ops team see whether blocks are concentrated in a few users, a few reasons, or a few customer types — and prioritise the fixes that move the most volume. | | | | ---------------- | ------------------------------------------------------------ | | **Value driver** | Service Level | | **KPI moved** | OTIF to customer % | | **What it does** | Break down blocks by office, user, reason · Prioritise fixes | *** #### Order Handling Workload Insights Balance order-handling load across reps before service slips. Workload visibility by sales office and user: orders and order lines per rep for any selected week or month. Used by sales ops leads to balance load and spot where service levels are at risk because workload has shifted faster than headcount. | | | | ---------------- | ------------------------------------------------------ | | **Value driver** | Productivity | | **KPI moved** | Orders per FTE | | **What it does** | Show load by rep · Spot imbalance before service slips | *** #### Customer Success Order-to-Cash Run the weekly health check on the order book. Order-to-cash dashboard tracking handling time, hold reasons, and throughput across the full sales order lifecycle. Used by customer service and sales ops leads as their weekly health check — spotting trends before customers notice them. | | | | ---------------- | ----------------------------------------------------- | | **Value driver** | Service Level | | **KPI moved** | OTIF to customer % | | **What it does** | Track handling time and throughput · Spot hold trends | *** ## Quoting & configuration *Getting from enquiry to order faster — whether that is configuring a product, extracting a tender, or turning a supplier quote into an ERP import.* ### Apps {% hint style="info" %} **Apps** are surfaces your team opens — interactive tools, dashboards, and workspaces. A dashboard is a type of app that gives live visibility; other apps let your team take action, approve decisions, or run structured workflows. {% endhint %} #### Product Selector Configurator Get customers to the exact product code without rep involvement. Step-by-step guided configurator for engineered or configured items. Walks the customer or sales rep through the relevant attributes (dimensions, materials, ratings, connection types), resolves to exact product codes, and generates a complete order submission with downloadable PDF. | | | | ---------------- | -------------------------------------------------------------------- | | **Value driver** | Revenue | | **KPI moved** | Quote-to-order conversion | | **What it does** | Guide through configuration · Resolve to product code · Generate PDF | *** #### Conversational Configurator Configure products through conversation when a wizard gets too long. Conversational AI replacing static dropdown product selectors. Asks the customer what they are solving, walks the configuration rules in conversation, and resolves to exact product codes with a downloadable order PDF. Used where the product family has enough rules that a step-by-step wizard becomes too long. | | | | ---------------- | ----------------------------------------------------------------------- | | **Value driver** | Revenue | | **KPI moved** | Quote-to-order conversion | | **What it does** | Configure through conversation · Resolve to product code · Generate PDF | *** #### Tender Spec Extractor Turn a multi-hundred-page tender into quote-ready line items. Extracts structured product requirements from large tender documents. Filters relevant sections by code or topic, extracts attributes (location, quantity, technical specs), and produces an editable table exported to Excel. Used by sales engineers to turn tender packs into quote-ready line items without the manual page-by-page sweep. | | | | ---------------- | ------------------------------------------------------------- | | **Value driver** | Revenue | | **KPI moved** | Tender win rate | | **What it does** | Filter tender sections · Extract attributes · Export to Excel | *** #### Quote-to-Phase-In Generator Eliminate copy-paste from supplier PDFs to ERP phase-in templates. Automates the extraction of manufacturer PDF quotes, calculates sales prices with currency conversion and margin markup, and generates the ERP phase-in import template for won projects. Eliminates manual copy-paste from multi-hundred-line PDFs. | | | | ---------------- | ----------------------------------------------------------------- | | **Value driver** | Revenue | | **KPI moved** | Quote-to-order conversion | | **What it does** | Extract PDF pricing · Calculate sales price · Generate ERP import | *** ## Shipping & freight *Getting shipments out clean and catching freight costs before they become overcharges.* ### Agents {% hint style="info" %} **Agents** verify freight invoices against agreed rates and flag deviations before payment. {% endhint %} #### Freight Invoice Verification Catch overcharges from carriers before you pay them. Checks freight invoices against estimated costs in the ERP, agreed rates with carriers, and the actual shipments delivered. Flags deviations and routes disputes to the right person. | | | | ---------------- | ------------------------------------------- | | **Value driver** | Cost | | **KPI moved** | Freight cost as % of revenue | | **What it does** | Verify charges and volumes · Route disputes | *** ### Apps {% hint style="info" %} **Apps** are surfaces your team opens — interactive tools, dashboards, and workspaces. A dashboard is a type of app that gives live visibility; other apps let your team take action, approve decisions, or run structured workflows. {% endhint %} #### Shipping Document Validator Catch document errors before they stop a regulated shipment. Validates that all required documents accompanying a shipment (invoices, certificates of analysis, regulatory documents) are present, consistent, and correct. Catches discrepancies between documents before they reach the customer or customs. | | | | ---------------- | ------------------------------------------ | | **Value driver** | Service Level | | **KPI moved** | OTIF to customer % | | **What it does** | Validate document presence and consistency | *** #### Freight Invoice Validator Catch freight overcharges before paying them. Extracts and validates freight invoice data against agreed rates, the underlying shipment, and the ERP cost estimate. Surfaces deviations and routes disputes to the right person. Used by freight finance to clear the invoice queue without manual cross-checking each one. | | | | ---------------- | ------------------------------------------------------------------------- | | **Value driver** | Cost | | **KPI moved** | Freight cost as % of revenue | | **What it does** | Validate against rates and shipment · Surface deviations · Route disputes | *** #### Demurrage & Detention Tracker Act on demurrage exposure while it can still be avoided. Logistics control surface focused on demurrage, detention, and storage exposure. Tracks active exposure by carrier and port, ages it, and surfaces where action can still avoid the charge. Used by logistics controllers to manage what the freight team usually only sees on the invoice. | | | | ---------------- | -------------------------------------------------------------------------- | | **Value driver** | Cost | | **KPI moved** | Freight cost as % of revenue | | **What it does** | Track active exposure · Age by carrier and port · Surface actionable cases | *** ## Commercial performance *Keeping margin visible and commercial agreements tracked — so nothing slips quietly below threshold.* ### Apps {% hint style="info" %} **Apps** are surfaces your team opens — interactive tools, dashboards, and workspaces. A dashboard is a type of app that gives live visibility; other apps let your team take action, approve decisions, or run structured workflows. {% endhint %} #### Margin Drift Monitor Recover margin given away vs the price list before quarter-end. Live view of flagged orders where the achieved margin diverged from the price list or contract terms beyond threshold. Shows orders at risk, value exposed, and worst offenders — with a chat interface for sales managers to drill in and understand each case. | | | | ---------------- | ----------------------------------------------------------- | | **Value driver** | Revenue | | **KPI moved** | Gross margin % | | **What it does** | Flag margin drift · Drill into cases · Support rep coaching | *** #### Wholesaler Kickback Tracker Know which kickback tiers are in reach and what it takes to hit them. Tracks tiered kickback rules per wholesaler (monthly, quarterly, yearly triggers based on sales volume and activity). Shows actual progress vs threshold and allocates net kickback margins proportionally down to individual products. | | | | ---------------- | -------------------------------------------------- | | **Value driver** | Revenue | | **KPI moved** | Net margin after rebates % | | **What it does** | Track tier progress · Allocate margins to products | *** #### Campaign SKU Analyzer Commit campaign nominations without a round-trip to the analyst. Live SKU, sales, and inventory analysis surface for campaign nomination. Lets campaign managers drill into performance history (sales, margin, inventory time-series) per candidate SKU before committing to the nomination. | | | | ---------------- | ---------------------------------------------------- | | **Value driver** | Revenue | | **KPI moved** | Campaign sell-through rate | | **What it does** | Drill into SKU history · Inform campaign nominations | *** #### Top Seller Tracker Start assortment reviews from a real best-seller list. Identifies best-performing products by aggregating sales data from the last three years. Displays the top items in a revenue leaderboard with year-over-year movement. Used by buyers and category managers as a starting point for assortment review. | | | | ---------------- | -------------------------------------------- | | **Value driver** | Revenue | | **KPI moved** | Assortment contribution margin | | **What it does** | Rank products by revenue · Show YoY movement | *** #### Multi-Site KPI Dashboard See which business units are pulling ahead and which are slipping. Multi-location KPI dashboard visualising sales, revenue, margin, and inventory with percentage change comparisons across business units. Lets leadership see which units are pulling ahead and which are slipping without opening five different reports. | | | | ---------------- | ----------------------------------------------- | | **Value driver** | Productivity | | **KPI moved** | Close cycle days | | **What it does** | Compare KPIs across sites · Highlight variances | --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.riff.ai/use-cases/order-to-cash.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. 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