Workflows that run the routine and hand the rest to a person

Order intake, receiving and approvals run as workflows on the live record: automatic where it’s safe, a person where it matters. When the business changes, you change the workflow, not your software.

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Workflows · Order intake

Test runNew workflow

TriggerA customer order arrives

42 today

AI stepRead the order, match every line

automatic

BranchEnough stock for every line?

Yes · 41No · 1

ActionAllocate, oldest lot first

ApprovalSales approves the change

1 waiting

ActionConfirm to the customer

automatic

ActionAdd to the delivery run

automatic

Ready to pick

Automatic where it’s safe

Complete orders with stock behind them go straight through, so the morning screen shows only the few things that need a person.

Today

Ask StockwellNew order

Wednesday, October 1

Good morning, Maya

Everything that came in overnight, already on the record.

Orders today42read from email, EDI, text and phone

Lines short1substitute proposed

Receipts today11 / 143 arriving after 10:00

Gross margin · 7 days22.9%$42,511

Needs a person 4

Coastline order SO 41872 is 30 cartons of Garlic A shortOrders
Review substitute
Purchase order drafted: Garlic A, 1,170 cartonsPurchasing
Approve
Bok Choy lot BC-0921 is on day 9 of 10Inventory
Pick first
$4,120 freight bill awaiting the broker's invoiceFinance
Hold

Delivery runs

Run 1 · DowntownLoading
4 of 6 stops loaded
Run 2 · SouthPicking
2 of 8 stops loaded
Run 3 · NorthPlanned
0 of 4 stops loaded

Orders in this morning 42

Order	Channel	Customer	Lines	Status
SO 41872	Email	Coastline	2 lines	Short
SO 41871	Text	Northgate Oakwood	2 lines	Entered
SO 41870	Portal	Midtown Market	2 lines	Entered
SO 41869	EDI	Fieldway Gardena	3 lines	Entered
SO 41868	Phone	Bayview Grill	4 lines	Entered

A person where it matters

When a line is short, the workflow stops at an approval with a substitute already proposed. Sales approves before anything changes on the order.

Order desk

Move toNew order

Sales order queue

Every order from every channel, in one format

Order	Channel	Customer	Status	Run
SO 41872	Email	Coastline	Short	Run 3
SO 41871	Text	Northgate Oakwood	Open	Run 1
SO 41870	Portal	Midtown Market	Open	Run 2
SO 41869	EDI	Fieldway Gardena	Confirmed	Run 2
SO 41868	Phone	Bayview Grill	Confirmed	Run 1
SO 41867	EDI	Coastline	Confirmed	Run 3
SO 41866	Email	Pinole Market	Confirmed	Run 2
SO 41865	Text	Northgate Bayview	Confirmed	Run 1
SO 41864	EDI	Fieldway Gardena	Invoiced	Run 2
SO 41863	Email	Coastline	Invoiced	Run 3
SO 41862	Phone	Harbor Kitchen	Invoiced	Run 1
SO 41861	EDI	Northgate Bayview	Invoiced	Run 2
SO 41860	Text	Pinole Market	Invoiced	Run 2
SO 41859	Portal	Fieldway Gardena	Invoiced	Run 2
SO 41858	Email	Midtown Market	Invoiced	Run 1

Built on your rules

Approval limits, substitutions and cover targets come from your business rules, so every workflow works the way your team decided.

Business rules

Ask about a ruleNew rule

cover-policy.md41 reads
supplier-lead-times.md33 reads
gp-targets.md18 reads
promo-calendar.md12 reads
substitutions.md9 reads
receiving-rules.md27 reads

Policy · updated by Maya Chen

Stock cover policy

Cover is worked out on available stock: on hand, less what sales have already allocated.

Review when available stock is under 2 days of cover.
Critical when cover with everything inbound falls short of the supplier’s lead time.
Overstock when cover with incoming supply goes past 14 days.

Order enough for the lead time plus one week of demand, rounded to the pack. Stockwell recommends; a buyer approves.

Order size

Give a range up to 20% above the base quantity so the buyer can choose within it. Never order past a product’s shelf life at expected sales.

Who decides

Stockwell recommends. A buyer approves every purchase, and any order over $10,000 needs a second approval.

Applied inPurchasingInventoryAsk Stockwell

Workflows, end to end

Every capability below runs on the same live record as the rest of Stockwell, so nothing is reconciled after the fact.

TriggersStart when an order, delivery or bill arrives.
AI stepsRead an order or document and match it to the record.
BranchesRoute on stock, price, customer or amount.
ApprovalsSend a decision to the right person, with the context attached.
EscalationMove to someone else if nobody answers in time.
Automatic actionsAllocate, confirm and add to a run without anyone.
Test runsTry a workflow before it goes live.
Run historySee what ran on its own and what a person approved.

The modules it powers

Every module runs on the same workflows, rules, data and AI.

Connect the systems you already run.

Accounting, inboxes and trading partners plug into the same live record. Your old distribution system hands over one module at a time.

See all integrations

Frequently asked questions.

Something else on your mind? Ask our team.

What can run without a person?

You decide, step by step. Anything that contacts a customer or moves money needs a person at first.

Do we need developers to change a workflow?

No. Workflows are set up with your team during onboarding, and changing a step, branch or approver doesn’t mean changing the software.

Can we test a change first?

Yes. Every workflow can be test run before it goes live.

See Stockwell on your operation.

Bring your products, customers and suppliers. We’ll show you what your morning looks like on one platform.

Book a demo team@stockwellagents.com