Read the signal in CSD
Start from the inventory movement, demand change, order status, or customer commitment that deserves attention. The point is not another dashboard. It is a useful starting point for the person who owns the decision.
For Infor CSD teams
AI agents that work alongside Infor CSD
Give your distribution team a clearer way to prepare purchasing, inventory, sales, and data work, while keeping CSD at the center of the operation.
Book a meetingYOUR SYSTEM OF RECORDInfor CSD
Orders, inventory, purchasing, and operating history
CONNECTED CONTEXT
OPERATING LAYERLark
Focused agents for the work around the next decision
TEAM REVIEWClearer priorities. Approved workflows. A record of what moved forward.
Keep the system. Ease the work around it.
Your CSD data already holds the operating picture. The hard part is putting it to work at the right moment.
Distribution teams do not struggle because they lack records. The information is there, in orders, inventory, purchasing history, customer commitments, and supplier details. The drag appears when a buyer, planner, or sales leader has to rebuild the same picture by hand before every decision.
Lark works on top of the systems your team already relies on. For an Infor CSD team, that means adding focused agents around the recurring work that depends on CSD data, without turning an ERP change into the project. The system of record stays familiar. The goal is to make the next decision easier to see, understand, and carry through.
A practical operating layer
Bring the right context together before the work becomes urgent.
Connect the facts around it
Put the record in its working context. Supplier communication, documents, shared files, and the rules your team follows can matter as much as the number on the screen.
Move the approved work forward
Prepare the follow-through within the guardrails you set. Routine work can follow an approved path, while exceptions stay visible for review by the people closest to the customer and supplier relationship.
Where Lark fits
Support the operating decisions that pull people away from higher-value work.
Infor CSD gives a distributor a dependable home for critical business records. But the working day still includes a steady stream of questions: Which shortages need a buyer’s attention first? What changed in the demand picture? Which purchase order needs follow-up? Which customer or sales question needs an answer before the next call?
Lark’s agents are designed for that in-between work, the repeated preparation, follow-up, and explanation that turns a reliable record into a usable action. Each one can start with a focused workflow and grow only when the team is confident in the rules, review points, and outcome.
Purchasing that starts with the full picture
A buyer should not have to chase inventory, demand, vendor details, and customer urgency across separate screens just to prepare the next order. Lark’s purchasing agent helps assemble the facts behind a buying decision, prepare the order and supplier communication work, and keep approval with the team when judgment is needed.
Inventory monitoring that makes risk easier to prioritize
Not every low-stock line deserves the same response. CSD data can show the movement and availability, while the work still requires someone to understand what is committed, what is inbound, and what could affect service. The inventory monitoring agent helps turn that operating information into a queue that gives the right exceptions more attention.
Forecasting that stays connected to the next action
Demand planning becomes more useful when it changes what a team can do next. Lark’s demand forecasting agent helps make forward-looking context easier to use in replenishment and purchasing decisions, while the team remains responsible for the tradeoffs that shape customer service and working capital.
Answers without the scavenger hunt
Leaders and frontline teams regularly need answers that involve more than one report or record. Lark’s data analysis agent helps people work through those questions with the context around the data intact, so routine investigation takes less manual assembly and the result is easier to explain.
A sensible place to begin
Start with a recurring workflow your team already understands.
The best first use is rarely the most ambitious one. It is a workflow with a clear owner, repeatable steps, and an obvious point where information has to be assembled before a person can decide what happens next.
Shortage and replenishment reviews
Help the team see which items need attention, what changed, and what factors should shape the next purchasing decision.
Supplier follow-through
Prepare the purchasing and communication work that keeps an order moving, while making late confirmations, price changes, and other exceptions easier to catch.
Sales and customer questions
Bring the relevant operational context closer to the person answering, so the team can respond with more confidence and less back-and-forth.
Control stays visible
Useful automation is built around the limits your team trusts.
Distribution work has exceptions because customers, suppliers, and commitments do not behave like a fixed script. Lark is designed to make that reality manageable. Your team can approve a workflow, define its limits, and decide what should move forward on its own versus what should wait for review.
That gives people a practical role in every important decision. Instead of creating an opaque layer between the team and CSD, Lark helps make the work around the system more transparent: what happened, why it mattered, and where a person stepped in.
01Set the workflow
Choose the recurring work that is ready for a clearer path.
02Define the limits
Keep thresholds, approvals, and exceptions close to the people accountable for them.
03Review with context
Give the team a record of what moved forward and why.
Frequently asked questions
Does Lark replace Infor CSD?
No. Infor CSD remains the system of record. Lark works alongside it, using the operational context in your existing systems to help the team prepare, review, and move work forward.
What can a team start with?
Most teams start with one recurring decision that already takes too much coordination: a purchasing review, an inventory exception queue, a supplier follow-up, or a question that requires pulling facts from several places. The first workflow should be narrow enough to establish useful rules and clear enough to measure in the workday.
Can Lark make changes in CSD?
Lark can work within workflows your team approves and within the limits you set. The right level of review depends on the decision. Routine actions can follow established guardrails, while exceptions and higher-impact decisions can wait for the people accountable for them.
What information can Lark use alongside CSD?
A distribution workflow often needs more than one record. Lark can connect the operating context around the ERP, including email, documents, shared drives, accounting, and CRM information, so the team can review the next step with the relevant facts close by.
Make the next CSD workflow easier to run.
See how Lark can help your team turn familiar operating data into clearer priorities and approved follow-through.
Book a meeting