Retail business control21 steps · Shared customer, order, and inventory records
EXPANDING YOUR FLOW
ApprovedCase savedReplacementRefundIn stockRestockApprovedMatchedMismatchReviewed
A new request comes in from your website.
Read a new supplier invoice.
Read the brief and match the customer.
Extract supplier, totals, and order references.
Apply your pricing and availability rules.
Compare line items, quantities, and prices.
Ask you before offering a special price.
Bring differences to the right person.
Route the linked case: replacement or refund.
Save the approved quote as an order.
Record matched or approved items.
Check the policy and approve the amount.
Check the item and warehouse quantities.
Update the invoice and customer record.
Book fulfilment and update the customer.
Contact the supplier and track their reply.
Summarize activity, exceptions, and decisions.
Receive new customer messages from Gmail.
Match the sender to and the order to . Understand the request and draft a reply.
Show me the draft before anything is sent.
Send the approved reply. Save it and the next action to the customer’s case.
YOUR ORIGINAL FLOW · READY
Different paths. One connected business.
The same four steps. Ready for something bigger.