A quote takes around 90% less time to produce, and every line is checked against the ERP before it goes out.
What they wanted to improve
Quotes were produced by hand from the customer’s order. Price, quantity, part revision and bill of materials had to be checked against the ERP one line at a time. They wanted that check to be automatic, so that a quote could not go out on an out of date price or an old revision of a part.
What I did
An agent that reads the order and matches every line against what is in their Odoo. It returns a matching table: the price in the order next to the price in the ERP, the revision, the quantity, whether the bill of materials exists, and a confidence score per line, so a doubtful match is visible instead of assumed. It prepares the quote and a person approves the table before anything is created.
The result
A quote takes around 90% less time to produce, and because every line is checked against the ERP a price or a revision that does not match is caught before the quote goes out.