Example bot · Purchasing Bot
Penny, your purchasing bot
Penny is a purchasing bot that turns approved requisitions and MRP suggestions into draft purchase orders in your ERP, checking the approved vendor, last price, and lead time on every line. It is an example bot Compass AI builds around the ERP you already run, and a buyer approves every PO before it is placed.
Loves a tidy PO and a vendor on the approved list.
The work today
The problem it takes off your plate
Buyers spend the morning re-keying approved requisitions and MRP suggestions into purchase orders, one line at a time, then checking vendor, price, and lead time by hand.
- Re-keying requisitions and MRP suggestions into the ERP line by line
- Looking up last price and lead time in old POs or a spreadsheet
- A wrong vendor or a stale price caught only when the invoice shows up
Step by step
How Penny works
One job, step by step. The last step is always yours.
Every morning
Picks up the list
Reads the approved requisitions and MRP suggestions waiting in your ERP.
Line by line
Checks each line
Confirms the vendor is approved and pulls the last price paid and the expected lead time.
Grouped by vendor
Drafts the POs
Builds draft purchase orders and flags any line where price or lead time looks off against history.
Before anything is placed
You approve
A buyer reviews each draft and what it flagged, and approves every PO before it is placed.
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
Requisitions, MRP suggestions, item and vendor records, PO history
Spreadsheets
Approved vendor lists or price agreements, if they live outside the ERP
Email or your team chat
Tells the buyer when drafts are ready
People stay in charge
What it never does without you
A buyer approves every purchase order before it is placed or sent to a vendor.
Always waits for a person
- Placing or releasing a purchase order
- Sending a PO to a vendor
- Changing a vendor, price, or quantity on an order
A person approves anything that changes a record, spends money, or goes to a customer or vendor.
Questions
Questions about Penny
No. It drafts purchase orders and queues them. A buyer reviews and approves each one before anything is placed or sent to a vendor.
It flags the line with what it found, such as a price higher than the last one paid, and leaves the decision to the buyer.
From your ERP first, plus any approved vendor list or price agreement you keep in a spreadsheet. We build around where your data actually lives.
No. It is an example of a bot we build for your shop, around your ERP, your vendors, and your buying rules.
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.