Example bot · Inventory Bot
Ivy, your inventory bot
Ivy is an inventory bot that watches stock against min/max levels and open demand, flags shortages before they hit the floor, and points out cycle-count variances worth a look. It is an example bot Compass AI builds around the ERP you already run, and a person approves any inventory adjustment or reorder before it is made.
Keeps one eye on the shelf and one on demand.
The work today
The problem it takes off your plate
Shortages tend to surface when a job is being kitted and the part is not on the shelf, and count variances pile up because nobody has time to dig into them.
- Finding a shortage at kitting instead of before it
- Checking on-hand against open orders by hand in a spreadsheet
- Cycle-count variances adjusted away without anyone asking why
Step by step
How Ivy works
One job, step by step. The last step is always yours.
Every morning
Checks stock against demand
Compares on-hand and incoming stock to min/max levels and to open demand from sales and work orders.
When a part will run short
Flags shortages
Lists the parts that will run short and the orders they affect.
After counts are entered
Reviews count variances
Points out cycle-count variances that are large or keep repeating, so someone can look before adjusting.
Before anyone adjusts
Hands it to you
The planner or inventory lead gets the list, and any adjustment or reorder waits for their approval.
Same rules for every bot: one job, inside your systems, nothing changes without a person, and a plain-English note on what it did.
Your systems
What it works with
Around the ERP you already run.
ERP
On-hand, min/max, sales and work orders, cycle counts
Spreadsheets
Min/max or counts, if they are tracked outside the ERP
Email or your team chat
The daily shortage and variance list
People stay in charge
What it never does without you
Ivy only flags. A person approves any inventory adjustment, reorder, or change to min/max before it is made.
Always waits for a person
- Posting an inventory adjustment
- Placing a reorder
- Changing min/max settings
A person approves anything that changes a record, spends money, or goes to a customer or vendor.
Questions
Questions about Ivy
No. It flags shortages and variances. Adjustments, reorders, and min/max changes are approved by a person.
It compares on-hand and incoming stock with open demand and your min/max settings, using rules you set.
It points out variances worth a second look, such as repeat misses on the same part. Your team decides what to adjust.
It can pass a shortage to a purchasing bot to draft a PO, and a buyer still approves the order.
Let's talk
Want a bot like this in your shop?
Book a 30-minute fit call. Tell us how this work runs today, and we will tell you plainly whether a bot like this fits around your ERP.