AI agent04 / 06
Order entry agent for distributors
Read customer POs and order changes, check every line’s price and stock, and enter sales orders in your ERP.
JRJordan ReyesRidgeview Contracting
PO 7710 for Elm St job
PO attached. Please ship by Thursday.
PO-7710.pdf
- 3/4 CU COUPLING100
- NITRILE GLOVE LG 100/BX6
- 2X4 LED FLAT PANEL 40W10
- MERV8 20X25X148
- Customer
- Ridgeview Contracting · C-1182
- Customer PO
- 7710
- Ship to
- 410 Elm St · job site
- Ship via
- Our truck
- Ship by
- Thu, Oct 1
- Taken by
- Lark
ItemDescriptionQtyPriceAmount
20452Copper coupling, ¾ in100 EA$3.60$360.00
31820Nitrile gloves, 6 mil, L, 100/box6 BX$16.50$99.00
71302LED panel 2×4, 40W10 EA$64.00$640.00
66120Air filter 20×25×1, MERV 848 EA$7.90$379.20
Total · 4 lines$1,478.20
- 4 lines matched to your items
- Prices from Ridgeview Contracting’s price list
- Every line in stock
Nothing goes into your ERP until someone approves it. Approving also drafts the confirmation to Jordan.
01 What it does 3 parts
Order entry at work
It works in the systems you already use, inside the limits you approve.
- 01
Reads POs and order changes from email, PDFs and faxes
- 02
Matches each line to your item, price and stock, and flags unknown items, new ship-tos and unclear requests
- 03
Fills in each order in your ERP for your team to review and approve
02 Works with Example systems
Connects to the systems you already use
Your ERP, email, documents, shared drives, accounting and CRM. We handle the setup with your team.
ERP9
-
Prophet 21 · Eclipse -
CSD -
-
-
Business One -
Business Central -
100 / 300 -
-
Inform - Don't see yours? Ask us
-
Outlook -
Gmail
Documents
-
PDF -
Excel
Shared drives
-
Google Drive -
SharePoint -
OneDrive -
Dropbox
Accounting & CRM
03 Security Approved workflows
You set the rules Lark does the work
Lark enters data in your ERP only through workflows you approve, within the limits you set.
How we protect your data-
Approved workflowOn
Replenishment POs
POs under $5,000 for approved vendors go through on their own; bigger ones wait for a buyer.
- PO 10482 Harbor Plumbing Supply $1,032.00 Went through
- PO 10485 Summit Electric Supply $6,252.00 Waits for a buyer
01 · Approve
Approve once, set the limits
You approve a workflow once and set its limits. Lark then runs it on its own, and anything outside the limits waits for your team.
-
Activity log11 today
- 10:00:02 Read Read inventory levelsERP
- 10:00:43 Action Created PO 10482ERP
- 10:00:44 Action Emailed PO 10482Outlook
- 10:00:49 Held Held PO 10485Lark
02 · Log
Every read and action, logged
Your team can open the log and see what Lark read or did, in which system, and when.
-
03 · Control
Pause or take over at any time
Switch a workflow off and every PO waits for a buyer. Or take any item back and finish it yourself.
- A vault for your companyCredentials sit in a per-company vault and never reach an AI model.
- Kept separate, never used for trainingYour data is kept apart from every other customer's and is never used to train models.
- Google Cloud in the USLark runs on Google Cloud in the United States.
- Encrypted in transit and at restYour data is encrypted in transit and at rest.
04 How it works 4 steps
From first meeting to agents at work
Four steps. We handle the setup, and your team stays in control.
-
Step 1: Book a meeting30 min
A 30-minute call about your workflows, your systems and where Lark can help first.
-
Step 2: Connect
Lark connects to your ERP, email, documents, shared drives, accounting and CRM. We handle the setup with your team.
-
Step 3: Pilot
We map your data, items, vendors and rules during the pilot and set up the first workflows. Then the agents work alongside your team.
-
Step 4: Expand
When the pilot works the way you want, turn on the next agent or workflow.
Most setups take around one to two months. Timing varies based on the workflow, the systems that need to be connected, and the actions the agent will take.
Book a meetingHow long does it take to set up?
Most setups take around one to two months. Timing varies based on the workflow, the systems that need to be connected, and the actions the agent will take.
Does Lark replace our ERP?
No. Lark connects on top of your ERP and other existing tools. It works with the systems your team already relies on rather than asking you to replace them.
Can Lark change data in our ERP?
Yes, but only through workflows you approve. You approve a workflow once and set its limits; Lark then runs it on its own and logs every action.
For example, POs under $5,000 for approved vendors go through on their own; bigger ones wait for a buyer. You can pause or take over at any time.
How does Lark protect our data?
Your company's data, rules and workflows are kept separate from every other customer's. They are used only to run your agents and are never used to train models.
Credentials sit in a vault just for your company and never reach an AI model. Every read and action is logged, and your team can see the log. Lark is hosted on Google Cloud in the US, and your data is encrypted in transit and at rest.
06 More agents 5 more
Start with one agent Turn on more as you go
- 01 Purchasing Identify shortages, recommend order quantities, and prepare purchase orders and vendor emails for approval.
- 02 Demand forecasting Forecast item demand from sales history and market signals to guide purchasing decisions.
- 03 Inventory monitoring Monitor stock levels, flag items that need attention, and explain why.
- 05 Sales operations Answer quote requests and customer emails: check stock, ship dates and price, and draft each reply for your team to send.
- 06 Data analysis Ask questions in plain English and get answers grounded in data from your existing systems.
Let Lark automate your workflows
Show us where the manual work lives. We’ll map the data, decisions, and controls, then show you how Lark can take it on.