What Ubik checks for you
- Buyer email, thread history, and unresolved account context
- Inventory, availability, grade, count, and substitution options
- COGS, freight, duty reserve, free-time exposure, and margin guardrails
- Past quotes, account terms, payment terms, and service exceptions
- Transit windows, ETA movement, and downstream promise-date impact
- Trade documents attached to the thread or required before release
How to work through it
01 · Capture demand Ubik detects the inquiry and attaches the source thread, account, and requested product context.
02 · Build the decision view Inventory, COGS, margin, account state, transit constraints, and prior commitments are pulled together.
03 · Draft the path Ubik prepares the buyer reply, quote packet, approval request, or internal exception path.
04 · Review authority An operator checks source context, margin exposure, and approval scope before moving the action.
05 · Commit or route The approved action moves to the buyer, ERP handoff, finance reviewer, logistics owner, or task queue.
Operator review checklist
- Is the requested product, quantity, grade, count, and shipment timing clear?
- Are inventory, ETA, free-time, and promise dates current?
- Does the quote protect account margin after freight, duty reserve, and service exposure?
- Does the buyer reply need finance, logistics, or management approval?
- Is the ERP or CRM writeback mapped to the right account, SKU, and owner?
Common exceptions
| Exception | What to do |
|---|---|
| Partial shipment requested | Check account terms, logistics constraints, and revenue impact before approving the reply. |
| ETA shifted | Review downstream promise dates and customer escalation tier before sending the update. |
| Margin variance | Send to finance review or edit the quote before release. |
| Missing attachment | Ask the buyer or assign the item to the owner who has the document. |