AI Recommendations
AI Recommendations shows suggestions for what to do next, such as items to reorder, customers to chase or slow stock to clear.
Why and when you use it
Busy owners do not always know where to look first. AI Recommendations reads your data and suggests next actions. Treat every suggestion as a starting point, not an order: you decide, then act on the proper screen. Owners and purchase managers get the most out of it.
Before you start
- AI set up for your business (see AI Workspace)
- Several weeks of sales, purchases and payments entered, so suggestions have data behind them
Step by step
- Open AI RecommendationsIn the left sidebar, find AI Recommendations with the other AI Workspace tools and open it. If the screen is locked or empty, check AI Workspace to see whether an AI provider is configured.
- Read each suggestion with its reasonFor each suggestion, look for what it is based on: low stock, an overdue bill, slow sales. A suggestion without a clear reason deserves extra checking.
- Check the figure on the real screenFor a reorder idea, open Inventory or Reorder Assist. For a collection idea, open Receivables. Confirm the numbers yourself.
- Act on the proper screenRaise the order, plan the visit or record the payment on its own screen. Recommendations do not post anything by themselves.
- Ignore what does not fitSeasonal or one-off events can mislead the AI. Skip suggestions that you know are wrong for your business.
Worked example
On 12 Nov 2026, AI Recommendations at Sharma Traders suggests reordering Refined Oil 1 L pouch and following up with Gupta Kirana Store about an old bill.
- Open AI Recommendations and read the two suggestions.
- Open Inventory: Refined Oil 1 L pouch shows 40 in stock against a Low Stock alert at 100.
- Open Reorder Assist, press Load Suggestions, set 240 pouches and use Place Order from Suggestions.
- Open Receivables: Gupta Kirana Store owes ₹1,25,000, of which ₹42,500 is over 60 days.
- Add a follow-up task for Imran on the Team Workboard for the next Sanganer visit.
Result: The reorder goes to Hindustan Foods Pvt Ltd and the overdue customer is on Imran's list. Stock and money change only when the purchase bill and payment are later recorded on their screens.
💡 Tips
- Look at recommendations once a day at a fixed time, for example before the salesmen leave.
- Compare reorder ideas with Reorder Assist, which works from your stock levels and order history.
- If suggestions keep being wrong, check that products have Low Stock Alert At set in Inventory.
⚠️ Common mistakes
- Ordering exactly what the AI suggests without checking stock on hand. Fix: confirm in Inventory first.
- Assuming a recommendation was carried out. Fix: nothing happens until you act on the proper screen.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open AI Recommendations.
- Scene 2: Read the reorder suggestion and its reason.
- Scene 3: Confirm stock in Inventory.
- Scene 4: Reorder Assist, Load Suggestions, Place Order from Suggestions.
- Scene 5: Confirm the overdue customer in Receivables.