AI assistant for traders and distributors: what it answers
A trader's assistant should answer stock by item and store, what is running low or not moving, what came in and went out, where a particular reel or box is, which purchase orders are waiting, and which customers have stopped ordering. Ohm AI does this for LS Technologies' own staff today, and says "the data doesn't have that" when asked about money the system doesn't hold.
Pujan Motiwala · Checked against the assistants' own code on
A trading business asks the same few questions all day: do we have it, where is it, what went out, who hasn't ordered. The answers are in the stock records already; an assistant saves opening four reports to get them.
What should it answer?
Every question Ohm AI answers today is listed below, each with the report to check the answer against. The core of it: stock by item and store, what is running low or not moving, what came in and went out, where a particular reel or box is, purchase orders and approvals, and two plain-arithmetic statistics: which items will run out at the recent shipping rate, and which customers have gone quiet against their own usual gap between orders. Each statistic says how much history it used, and "and last month?" keeps the customer and the item.
What should it refuse?
Questions about data the system doesn't keep. A stock system that doesn't hold receivables should say so when asked what a customer owes, not produce a figure.
How Ohm AI does it
Ohm AI is the assistant in LS Technologies' inventory system, for its own staff; the partner store's logins and customers don't get it. A small model picks one of its fixed read-only look-ups; code resolves item, customer and reel names and runs the query. Questions it couldn't answer, and every thumbs-down, are listed in Settings, so the next look-up comes from what was asked. It runs on LS Technologies' own key with a daily question limit, at about a hundredth of a rupee per question. On the electronics demo anyone can ask it two questions about a sample company.
Status is Ohm AI's, the assistant in LS Technologies, an electronic component trader, used by LS Technologies' own staff. Try it on the public demo: two questions from any sample login.
How many reels of an item do we have, in each store?
Plant and stores · A figure or a list from your records · Answered today
What should answer it
Reels and pieces in stock of that item, per store.
Check it against
Reports → Stock Summary for the item.
Also asked as
“stock of [part] at the partner store”
What is running low?
Plant and stores · A figure or a list from your records · Answered today
What should answer it
Items with fewer than 5 reels in stock.
Check it against
The stock summary sorted by reels.
Also asked as
“low stock at the partner store” · “what about the partner store?”
Which items haven't shipped in 30 days?
Owner · A figure or a list from your records · Answered today
What should answer it
Items with stock and no outward in the last 30 days, or ever.
Check it against
The outward log for each item listed.
Also asked as
“which items have not moved in a month”
What came in last week?
Plant and stores · A figure or a list from your records · Answered today
What should answer it
Stock received in the period, by item, at the quantity received.
Check it against
The inward entries for those days.
Also asked as
“inward in September” · “inward in September versus August”
What did we ship to a customer in September?
Sales · A figure or a list from your records · Answered today
What should answer it
Outward to that customer in the month, by item.
Check it against
The outward log filtered to the customer and month.
Also asked as
“top customers this year” · “compare shipments this month with last month”
Where is a particular reel?
Plant and stores · A figure or a list from your records · Answered today
What should answer it
That reel's status, quantity, the customer it went to and its transfers between stores.
Check it against
Reports → Search & Trace for the reel number.
Also asked as
“what is in [box]”
What moved between our two stores this month?
Plant and stores · A figure or a list from your records · Answered today
What should answer it
Transfers in the period, by item and direction.
Check it against
The transfer entries for the month.
Also asked as
“transfers in September”
What happened today?
Owner · A figure or a list from your records · Answered today
What should answer it
The day's inward, outward, transfers and approvals waiting, for a store or both.
Check it against
Reports → Daily Report for the day.
Also asked as
“today's numbers” · “what has the partner store done today”
Are any approval requests waiting?
Owner · A figure or a list from your records · Answered today
What should answer it
Inward, outward and transfer requests from staff not yet approved or rejected.
Check it against
The Requests screen.
Also asked as
“what did [manager] approve yesterday”
Which purchase orders are confirmed but not dispatched?
Sales · A figure or a list from your records · Answered today
What should answer it
Customer purchase orders by status, with value (quantity × unit price on the lines) and how much has shipped.
Check it against
The purchase orders screen filtered by status.
Also asked as
“status of [PO]” · “how much are the confirmed POs worth”
Which items will run out in 30 days?
Plant and stores · A figure or a list from your records · Answered today
What should answer it
Days of cover: stock in hand ÷ average pieces shipped per day over the last 90 days at most, with how much history it used.
Check it against
Work one item out by hand from its stock and its outward log.
Also asked as
“will [part] run out soon”
Which customers have stopped ordering?
Sales · A figure or a list from your records · Answered today
What should answer it
Customers silent for more than twice their own usual gap between orders.
Check it against
That customer's order dates.
Also asked as
“how often does [customer] order”
And last month? (after a question about this month)
Sales · A figure or a list from your records · Answered today
What should answer it
The same look-up, same customer and item, for the previous month.
Check it against
The answer names the same customer and item as the first one.
Also asked as
“and in September?”
Do we stock a particular part?
Sales · A figure or a list from your records · Answered today
What should answer it
Items in the catalogue matching a code or description, with pieces per reel.
Check it against
The catalogue search.
Also asked as
“do we have [part]”
What is our total stock?
Owner · A figure or a list from your records · Answered today
What should answer it
Totals across items, and the items with the most stock, for a store or both.
Check it against
Reports → Stock Summary.
Also asked as
“top items by quantity”
What follow-ups are overdue for a salesperson?
Sales · A figure or a list from your records · Answered today
What should answer it
Follow-up tasks and call reminders: open, overdue or due in a period, for a person or a client.
Check it against
Home → tasks for that person.
Also asked as
“how many tasks are open” · “when is the next follow up with [client]”
How many clients are at each stage?
Sales · A figure or a list from your records · Answered today
What should answer it
CRM contacts by stage (new, contacted, qualified, customer, lost), the watch list, or those never contacted.
Check it against
The clients screen by stage.
Also asked as
“who is on the client watch list” · “which clients have we not contacted”
Show me the notes on a client.
Sales · A figure or a list from your records · Answered today
What should answer it
The call notes and follow-up history logged for that client.
Check it against
The client's page.
Also asked as
“show me the notes on [client]”
Low stock and pending approvals?
Owner · A figure or a list from your records · Answered today
What should answer it
Two look-ups answered together, each as its own table.
Check it against
The stock summary and the Requests screen.
Delete a reel.
Plant and stores · Should be refused · Answered today
What a good assistant does
Not done: the assistant only reads.
Check it against
The reel is unchanged.
Also asked as
“approve all pending requests”
Who inwarded a particular reel?
Owner · Should be refused · Answered today
What a good assistant does
"The data doesn't have that" in the form asked, with questions it can answer instead.
Check it against
The reply names nobody.
What should I order next month?
Owner · Should be refused · Answered today
What a good assistant does
Declined as advice; it offers stock cover and low stock instead.
Check it against
The reply gives no recommendation.
How much does a customer owe us?
Accounts · Should be refused · Answered today
What a good assistant does
"The data doesn't have that": this system keeps stock, not the money, so it says so instead of guessing.
Check it against
The reply gives no figure.
Also asked as
“how much revenue did we make from [customer] shipments”
How do I approve an inward request?
Owner · How to do something in the system · Answered today
What should answer it
The steps from the system's own guide, with a link to the screen.
Check it against
Follow the steps; they work.
Also asked as
“how does the partner store's daily approval work”
Paste an assistant's answer and the report it should come from, and see every number that isn't in the report.
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A guide written by Ahrom Labs from the assistants it runs. What each assistant answers is stated as it stood on the date checked; a vendor's assistant should be judged by the tests, not by this page. Not legal advice on data protection. Last updated .
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