What you can do with it
Your AI assistant creates a blanket purchase order (with a supplier) or a blanket sales order (for a customer) in weclapp and changes it later. A blanket order covers exactly one article: you agree a total quantity over a period, and individual call-offs follow as needed.
Nothing is written until you approve. Before that, the preview shows what will be created or changed.
How it works
- Check with an identity query that you are working in the right system.
- Name the supplier or customer, the article and the total quantity, for example: "Create a blanket purchase order with supplier Example Ltd: article 4711, 1,000 units, from 01/01/2027 to 12/31/2027. Show me the preview first."
- If you like, add a price and the first call-offs. A call-off needs a quantity, an order date and a planned delivery or shipping date.
- Check the preview and approve it.
- Review the blanket order in weclapp.
Changing works the same way, for example: "Raise the quantity of blanket purchase order 1001 to 1,200." Only what you name changes.
What the assistant checks up front
The assistant refuses in the preview and names the reason if, for example:
- when creating, a start date is given without an end date (or an end date in the past without a start date),
- the start date is after the end date,
- call-offs add up to more than the total quantity,
- a call-off falls after the end date,
- a call-off is missing its quantity or a date.
When changing, the assistant compares only what you name in the request, not the stored record.
Good to know
- Call-offs can only be supplied when you create the order. Later changes leave existing call-offs untouched.
- Deleting is not possible through the connection, and neither is confirming or completing a blanket order.
- On a confirmed blanket purchase order, weclapp no longer lets you change the quantity.
- No role template includes blanket orders, not even Purchasing or Sales. You need the Editor or Administrator system role, or a custom role that allows writing blanket purchase orders or blanket sales orders. Otherwise the assistant declines the write, for example with "Your role does not allow …". See team and permissions.
- In weclapp you need the right to edit blanket orders.
The basic approval rules are described in Review a preview and approve a change.