This workflow starts when a buyer asks for availability, pricing, quote readiness, partial shipment, or the next shipment window.Documentation Index
Fetch the complete documentation index at: https://docs.theubik.com/llms.txt
Use this file to discover all available pages before exploring further.
What Ubik checks for you
- Buyer email or thread history
- Inventory and availability
- COGS and margin guardrails
- Past quotes or account terms
- Transit and promise-date context
- Trade documents attached to the thread
How to work through it
01 · Capture Ubik detects the inquiry and attaches the relevant source thread.
02 · Context Inventory, COGS, margin, account state, and transit constraints are pulled together.
03 · Suggest Ubik prepares the next reply, quote packet, or approval request.
04 · Review An operator checks the source context and edits or approves the action.
05 · Handoff The approved action moves to the buyer, ERP handoff, or internal owner.
Operator review checklist
- Is the requested product, quantity, grade, and shipment timing clear?
- Are inventory and promise dates current?
- Does the margin fit the account guardrail?
- Does the buyer reply need finance, logistics, or management approval?
- Is the ERP or CRM writeback mapped to the right account and SKU?
Common exceptions
| Exception | What to do |
|---|---|
| Partial shipment requested | Check account terms and logistics before approving the reply. |
| ETA shifted | Review downstream promise dates before sending the buyer 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. |