Salespeople promise delivery dates the plants can meet

Salespeople ask in Teams and get a delivery date within a minute, worked out from live stock, orders already promised and the production plan in SAP S/4HANA.

Used day to day by
  • Salespeople
  • Production planners
  • Sales head

How it runs with AI

Salespeople ask the automated assistant in Teams. It checks free stock at every plant and depot after the orders already promised, the production plan and the transit time, and replies within a minute with the earliest date and a split option. When a production run moves, it tells every salesperson whose order is affected, the same day.

Step by step

Where the work happens, what the AI does, and where it hands over to a person.

  1. Step 1, AI

    Takes the salesperson's question in Teams, with the item, quantity, site and date

    Needs to know: Product names and codes, Customer delivery sites

    In Microsoft Teams

  2. Step 2, AI

    Checks free stock at every plant and depot, after orders already promised, and the production plan

    Needs to know: Transit times by route, Stock already promised

    In SAP S/4HANA

  3. Step 3, AI

    Replies with the earliest full date and an option to split the delivery

    Needs to know: Rules for split deliveries

    In Microsoft Teams

  4. Step 4, Person

    Agrees the dates with the customer, and the order goes into SAP with them

    In SAP S/4HANA

    Exception to step 4

    Moves stock promised to another order only with the sales head's approval

  5. Step 5, AI

    Watches each production run and tells every salesperson affected when it moves

    Needs to know: Orders per production run, Salesperson per order

    In SAP S/4HANA , Microsoft Teams

What stays with a person

  • Agrees the dates with the customer, and the order goes into SAP with them

Apps in this example

  • SAP S/4HANA
  • Microsoft Teams

The same flow works with the apps you use.

This fits you if

  • You sell from more than one plant or depot
  • Salespeople ask planning or the plant for dates by phone, email or Teams
  • Stock, open orders and production plans are recorded in SAP S/4HANA
  • Promised dates often move after the order is placed

What to watch for

  • The date is as good as the data in SAP. Plants and depots post production and stock movements the day they happen, and someone keeps the transit times current
  • Stock already promised to another customer moves only with the sales head's approval. The assistant shows the trade-off and the sales head decides
  • The assistant gives dates. Prices, discounts and credit stay with your sales and finance teams
  • When a production run moves, the salesperson tells the customer. The assistant gives them the new date and the orders affected

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