Order-to-Cash
Use cases covering order handling, quoting, configuration, shipping, and sales performance. For sales operations, customer service, and commercial finance teams.
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
Agents handle rule-based order tasks autonomously — selecting batches, verifying traceability, and escalating exceptions.
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
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.
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
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.
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
Agents verify freight invoices against agreed rates and flag deviations before payment.
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
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.
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
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.
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
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