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Teams · Operations

Your order desk,
minus the retyping.

Vic reads the orders inbox, enters POs in your ERP, routes changes and chases what's late. Nothing goes out until you approve.

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Use casesOrder entryOrder changesLate ordersShortagesMorning briefingForms to sheetsData questions
Inside Vic

Two POs entered. One waiting on your price call.

  1. AskAsk in plain English
  2. WorkVic reads, checks and drafts
  3. ReviewNothing goes out until you approve
  4. DoneVic enters it and logs every step
Order entry

It starts with the order.

However customers send it, Vic turns it into a clean order in your ERP.

VicOrder entry
ReadingDraftingWaiting on customerEntered
Inbound email08:14
Dana Whitfield, Acme Industrial
PO 44871 · attached

Hi, please set up the following for the Plano site:

12 × HX-220 units, 4 × mounting kits, same spec as the March order.

Need it on site by the 23rd. Site contact is still Marcus.

Thanks, Dana

Vic → DanaQuick check: is the 23rd January? I'll hold the order until you confirm.
Order draftSO-10482
Reading what came in…
CustomerAcme Industrial matched
Ship toPlano, Site 3 matched
PO44871
Lines12 × HX-220
4 × MK-7 kit priced from March
RequiredJan 23 confirm yearconfirmed
ContactMarcus Reed · on file
Order drafted from Acme's history.Order drafted. Waiting on one answer from Dana.Nothing is created in your ERP until you approve.
Review order
Approved by J. Ortiz. SO-10482 created in your ERP.Job setup starts now.
Open in ERP
More use cases

Everything else that crosses the order desk.

Changes, late suppliers, shortages and the morning rundown. Turn on the ones your team needs, in the systems you already run.

Order change · SO-10477Mon
Bayview Dental wants delivery moved to Thursday.
Routed to Sam with a reply drafted.
ApproveEdit

Order changes

Reads change requests, routes them to the owner and confirms back once approved.

Open POs · this week6
Apex Parts · confirmed Fri
Midwest Supply · no ship date, chased
Coastal Foods · shipped
Lakeside · waiting on reply

Late order follow-up

Checks open POs against promised dates and chases the suppliers who haven't confirmed.

Shortages · next 10 days
MK-7 kit40 short
HX-220on order, due Thu
Belt kit12 in stock
FiltersOK

Shortage report

Compares open orders to what's on hand and on order, and tells you what will run short.

Briefing07:00
07:0014 orders in, 1 held for price
07:003 supplier POs past due
07:00Bayview change approved
07:001 decision waiting

Morning briefing

A short summary of what came in overnight, what's late and what needs a decision.

Delivery tickets23
Read 23 tickets
Pulled date, site and quantity
2 unreadable, flagged
Added to Open orders.xlsx

Forms into spreadsheets

Reads delivery tickets, forms and PDFs and puts the fields where your team needs them.

AskOperations scan
Which customers ordered less this month?
Harbor Mechanical is down 38% and Pine Ridge 22%. Both have open quotes.

Questions about your data

Ask about orders or suppliers in plain English and get answers from your systems.

Price calls stay with your team.

Vic does the reading and the chasing. A PO that doesn't match your price list waits for a person, and every step behind it is logged.

Sales order · Harbor MechanicalNeeds sign-off
ApproveEditReject

Approval gates

Nothing consequential goes out without a sign-off where you require one.

Read PO emailGmail
Drafted sales orderNetSuite
Approved by JordanLogged

Every action logged

Each email read, record changed and message sent is traceable to its source.

ERPEmailVicCalendarSpreadsheetsPhone

Works in your systems

Your email, ERP, CRM, calendar and documents. No new portal.

One Vic, every team

Vic across your operation

The same Vic works across all six teams, with the same context and the same controls. Work moves from one team to the next without a handoff.

Current page
OperationsOrders entered, changes routed, late orders chased.
Customer ServiceInbox sorted, replies drafted, CRM kept current.
Finance & ProcurementBills matched to POs and past-due chased.
Recruiting & HRApplicants screened and interviews booked.
Safety & ComplianceCertificates checked and lots traced.
Maintenance & AssetsRepair quotes compared and contracts tracked.

See it on your own orders.

Bring a week of inbound orders. See what Vic would have entered and chased.

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Your systems stay put.Your people sign off.Running in days.