How do I create the purchase order from a weclapp sales order with AI?

A customer orders goods that aren't in stock. In day-to-day retail, that means: open the order, look at the items, order from the right supplier, and make sure that later someone knows which sales order this purchase order belongs to. weclapp handles this cleanly: “Create purchase order” in the sales order generates a purchase order that knows the order and its items. Your AI assistant now follows this same path.

The problem: loose purchase orders

A loose purchase order knows nothing about the sales order. If you later want to find out whether an order has already been ordered, you have to search. And if you create the same items twice, you order the goods twice.

The solution: purchase order from the sales order

With wals.pro AI 4 weclapp, one sentence in the chat is enough: “Order the goods for order AB-1001 from the regular supplier.” The assistant

• reads the order and takes the stock-article items,
• chooses the supplier for each item from the primary supply source or the supplier you name,
• shows you beforehand which purchase orders will be created with which supplier, including minimum and fixed order quantities from the supply source,
• and creates the purchase orders only after your approval: linked to the order and to each item, in entry status.

Nothing goes to the supplier automatically. You check the purchase order and confirm it when it's right.

Ordered twice? Not by accident.

weclapp creates a new purchase order with every call. That's why the assistant checks beforehand: if a purchase order already exists for these items, it tells you so and creates nothing. Ordering again is only possible if you explicitly want it. It also checks typical pitfalls beforehand, such as a supplier without a supply source for the article, or a draft order where weclapp itself would generate a drop-shipment purchase order on confirmation.

Result

Sales order and purchase order are linked, as weclapp intends. Goods receipt, replenishment planning and your customer's inquiries find the connection without anyone having to match document numbers. And the purchase order is created right where you ask the question: in the chat.

What it is not

It is not an automatic purchase order: nothing is created without your approval, and a purchase order that has been created stays in entry status until you confirm it. The feature is available in all paid plans of wals.pro AI 4 weclapp; on the free plan it counts toward the limited monthly write quota. How to book the goods in with AI after ordering is shown in the article on AI-assisted stock booking.

You can find what else wals.pro AI 4 weclapp can do on the product page and in the overview of the weclapp MCP server. Connect wals.pro AI to your weclapp at ai.wals.pro or book an appointment at wals.pro/termin.