Golf Shop is streamlining Stock Order Entry with an AI-powered Stock Order Assistant to help you save time and improve accuracy when creating stock orders. Stock orders can always be entered manually, but with this AI-assisted upload, you can upload a PDF of your vendor confirmation, and the AI Assistant will attempt to populate the form with the following information:
Order Number
Special Instructions to Vendor
Vendor Confirmation Number
Dates: Early Cancel Date, Start Ship Date, End Ship Date, Expected Ship Date, Expected Delivery Date
Items:
Category
Sizing Line
Quantity by size
Cost
Logo Cost
SKU/Description
The Stock Order Assistant is here to make it easier and faster to create stock orders. Check out the following articles for additional tips and tricks:
In this article, we will discuss how to upload stock orders with AI assistance.
Things to Consider:
While this Stock Order Assistant has been trained with many vendors, it may not perfectly capture all the information from your PDF. Please review and edit the pre-populated information before submitting the order.
Additionally, if the first upload does not pull in the majority of the information, cancel the order and try again immediately. The AI Assistant is learning and usually makes a better attempt the second time.
How to use the Stock Order Assistant:
To upload a stock order with the AI Assistant, follow these directions:
Navigate to Orders > Stock Orders > Dashboard.
Click AI Stock Order Assistant (as shown below).
Select your vendor from the dropdown list.
Click Upload PDF and select the PDF file containing your vendor confirmation from your computer.
Click Submit.
Golf Shop will upload and process the PDF. While the data is extracted, a progress indicator will be displayed.
Once processing is complete, you will see the stock order form populated with extracted information.
Review the information carefully and make any necessary edits. For more details about the available fields, check out the article on manually uploading stock orders. If you need assistance changing the product category of a line item, Click Here.
Create the Stock Order:
Create: Click "Create" if you intend to wait and place the order with the vendor later. The order will then be placed in the "Orders to Place" stage. For more details about placing an order, Click Here.
Create and Place Stock Order: For orders you intend to place immediately or have already been placed, click "Create and Place Stock Order." This will take you to the place order screen. Once the order is placed, it will move from the "Orders to Place" stage to the "Orders Placed" stage on the dashboard.
