Inventory Assistant

The Inventory Assistant is an Artificial Intelligence solution designed to optimize inventory management.

This tool is located in the top-right corner of the ERP, and already comes with a base context so it can be used right away.

Thanks to its customization capabilities, you can create other contexts and set which users have access to the context settings (whether enabling access, or the ability to change other users' settings).

To access the business assistant, you must enable the Cegid Account authentication method, and the user must have a Cegid Account.

You interact with the Inventory Assistant using natural language. When you ask questions about your business, it will respond in a contextualized way, based on the available inventory data.

Access

You can access the Inventory Assistant through its icon, located in the top-right corner of the ERP.

Whenever you are working in a window related to inventory information (whether browsing or viewing), the Assistant will show a message on the icon indicating that it can help with inventory information. In that case, when you access the Assistant, it will already be set to the inventory context.

Note: although it indicates that it has context information, no information from the window is passed to the Inventory Assistant. In other words, this tool does not have the window's context, but rather a global inventory context, which can also be customized and viewed.

Base Context

The Inventory Assistant already comes with a system-level base context, so it can be used without needing to create a context.

This context is set up as follows:

• Time span: last 3 Years;

• Grouped by Month;

• Applies to All Users (who don't have their own configuration);

• Includes All Transaction Types:

  1. Receipt;

  2. Issue;

  3. Charges;

  4. Discounts;

  5. Cost Adjustments;s

• Does not include any additional information.

Configuring the Inventory Context

By default, the Inventory Assistant already has an inventory context; however, this context can be changed and adapted to the needs of each company or user.

In the Inventory Assistant's configuration creation feature, you can create additional configurations and specify which users have access to them. However, a user can only have a single configuration.

To create a configuration for the Inventory Assistant, follow these steps:

1. Go to Inventory | General | Cegid Pulse | Inventory Configuration;

2. Click New to create a configuration;

3. Specify the configuration's Code and Description;

4. Enter the Analysis Period, which is defined by the time span and the type of data grouping:

   • Time span: can be the last Years (recommended), Months, or Days;

   • Grouping: can be by Year, Half-Year, Quarter, Four-Month Period, or Month (recommended);

5. In the Users section, specify which users use the configuration:

   • All;

   • Specific users: in this case, click Assign and select the desired users;

6. Specify which Transaction Types to include:

   • Receipt;

   • Issue;

   • Charges;

   • Discounts;

   • Cost Adjustments;

7. Specify any other additional information to include:

   • Warehouse / Cost Group;

   • Article Family;

   • Article Brand;

   • Branch;

8. Click Save.

You can view, at any time, the data that will be sent to the Inventory Assistant. To do this, go to Context and select the Preview Data option;

Note: you should keep in mind the number of records generated by the configuration, since it will have a direct impact on token usage (reaching the maximum token limit per conversation).

Access to the Configuration

Access to the Inventory Assistant's configuration is controlled by user profiles.

In addition to the profile setting that indicates whether or not a user has access to the configuration, there is an additional permission to indicate whether the user has permission to change other users' configurations. Without this permission, they can only change their own configuration.

Practical Question Examples

Below are examples of how to ask questions in the Chatbot:

• Give me some insights about my inventory?

• What are the main inventory indicators?

• What is the stock turnover rate by value per year?

• What is the stock turnover rate by quantity per year?

• What is the inventory value?

• What is the average inventory per month and year?

• What are the inventory costs per year?

• What is the total value of inventory receipts per year?

• What is the total value of inventory issues per year?

• What is the total quantity of inventory receipts per year?

• What is the total quantity of inventory issues per year?

• What percentage do charges represent of the inventory receipt value per year?

• What is the impact of cost adjustments on inventory valuation per year?

• What is the impact of discounts on inventory valuation per year?

• What is the impact of charges on inventory valuation per year?