Introduction
Canix has set up a Purchase Order AI agent that allows users to create Purchase Orders directly from their email.
Why?
Our goal with this is two-fold:
- Make it effortless to create Canix Purchase Orders, directly from emails. Save time on data entry.
- Facilitate historical uploading of Purchase Orders
What kinds of files can you send?
- Raw notes
- CSV Upload
- Plain-text
- Screenshots
- [Soon to come - Sales Orders!]
How It Works (Create Purchase Orders)
- Email “purchase.ai@canix.com” with a csv, plain-text notes, or screenshots of the purchase order that you want to create
- You can even create multiple purchase orders from one CSV to this email!
- The email will either respond with questions, a confirmation that it’s been created, or a failure notification
What to Expect / Tips for Usage
Overall
- The agent will take a few minutes to respond. It's not instantaneous - yet!
- This is an alpha, so some hiccups are expected. Email Stacey if you run into any issues.
- The email you will be emailing is purchase.ai@canix.com
-
Unauthorized Access
- If an unauthorized user emails for either sales or inventory, this is the email it will receive
How to Get Involved
This is ONLY available to customers that have been approved for the Canix alpha. If you'd like to be included, email Canix help to request a sign up!