--- title: "Inventory Assistant" slug: "1730891928" tags: ["Smart Assistants", "Inventory"] updated: 2026-09-17T11:29:37Z published: 2026-09-17T11:29:37Z canonical: "help.ila.cegid.com/1730891928" stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://help.ila.cegid.com/llms.txt > Use this file to discover all available pages before exploring further. # Inventory Assistant - [x] PT - [ ] ES - [x] AO - [x] CV - [x] MZ - [ ] ST - [ ] GW - [ ] Professional - [ ] Executive - [ ] Public Sector - [ ] Omnia - [x] Evolution --- The Inventory Assistant is an Artificial Intelligence solution designed to **optimize inventory management.** This tool is [located](/primavera/docs/en/1730891928#acesso) in the top-right corner of the ERP, and already comes with a [base context](/primavera/docs/en/1730891928#contexto-base) so it can be used right away. Thanks to its customization capabilities, you can [create other contexts](/primavera/docs/en/1730891928#configuração-do-contexto-de-inventário) and set which users have [access to the context settings](/primavera/docs/en/1730891928#acesso-à-configuração) (whether enabling access, or the ability to change other users' settings). > [!WARNING] > To access the business assistant, you must [enable the Cegid Account authentication method](https://help.ila.cegid.com/primavera/docs/en/1730223989), and the [user must have a Cegid Account](https://help.ila.cegid.com/primavera/docs/en/1730394704). > [!NOTE] > 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](/primavera/docs/en/1730891928#configuração-do-contexto-de-inventário). 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. **Enabling access to the Inventory Assistant's configuration** 1. Go to **Administrator | Profiles;** 2. Create a profile or select an existing one; 3. Go to the **Operations** tab; 4. Go to **Primavera Evolution – ERP v10.00 | Modules | Inventory | Resources | Tools | Cegid Pulse;** 5. Enable the **Inventory Configuration** option; 6. Click **Confirm**. **Enabling the ability to change other users' configurations** 1. Go to **Administrator | Profiles;** 2. Create a profile or select an existing one; 3. Go to the **Operations** tab; 4. Go to **Primavera Evolution – ERP v10.00 | Modules | Inventory | Resources | Tools | Cegid Pulse;** 5. Enable the **Change Other Users' Configuration** option; 6. Click **Confirm**. --- ## 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? A receipt is a written confirmation that a specified item or sum of cash was received. A receipt registers the purchase of goods or services. It is not the same as an invoice. Additional cost associated with production, transportation, or management (e.g., damage, delays, quality issues), or a cost borne by the employer beyond the employee's compensation (e.g., Social Security contributions). Banks also apply nominal charges to services such as requesting proof of deposit or a document, which represent an important part of their income. Expenditure on goods or services used to produce other goods or services. A warehouse is a building/place/field for storage of goods. A set of items, entities, or records classified together based on one or more shared characteristics, for organizational or reporting purposes. Trade name used by a company which identifies its products.