How To Use Smart AI For Orders & Invoices

The AI will automatically learn your customers' purchasing patterns based on when they typically process transactions to replenish stock, the products included, and the quantity needed. 

Step 1: Select the plus sign icon at the bottom center of the screen.

 

Step 2: Choose to begin either a New Order or a New Invoice. For this example, we are starting a new order.

Step 3: Select a customer from the list.

 

Step 4: Select the button on the top left inside the menu labeled AI. 

Step 5: Red boxes with numbered amounts will appear above each product recommended by the AI. Add All will add everything recommended by the AI, while Add Missing can be used if the rep wants to make any changes or edits to the recommended quantities, but still wants the AI to add the products themselves.