AI agents for building-products dealer orders: prepare product and delivery drafts

What this looks like in building products manufacturing

A manufacturer receives dealer orders as emailed spreadsheets and marked-up PDFs. One request refers to a prior quote but changes the finish on several lines and asks for phased deliveries. An employee currently compares the quote, catalog and ERP manually. A Genie can assemble the request, find the approved product references and show the differences. The reviewer should see the original dealer quantity and unit, the proposed item, the relevant quote revision and any unresolved delivery question in one coherent packet.

Records, ownership, and update rules

Work through the process

1. 01
   Bound the intake to a known product family

   Choose dealer formats and product variants that the team can review consistently. Define whether the workflow handles new orders, revisions or both. Exclude requests that require an undefined custom engineering process until that handoff is explicitly designed.
2. 02
   Compare the request with approved references

   Find the relevant quote, customer record and product cross-references. Preserve the source of each proposed value. A familiar project name or similar catalog description should not substitute for the exact product and commercial identity.
3. 03
   Build the quantity and stage model

   Keep the dealer’s units and proposed ERP quantity side by side. Identify each requested destination and delivery stage. Flag missing or contradictory instructions rather than copying one header date into every line automatically.
4. 04
   Prepare a draft with clear differences

   Show where the request matches the accepted quote and where finish, quantity, price or delivery scope changed. Route each consequential difference to the owner who can approve it. An accurate extraction does not make changed commercial terms accepted.
5. 05
   Track the reviewed handoff

   Record the approved draft version and existing-order duplicate check. Apply it only through a confirmed operation or deliver it to order management’s approved process. Keep the accepted order reference and unresolved lines on the intake case for follow-up.

Handle the exceptions explicitly

The order uses shorthand for a finish

Present the approved cross-reference if one exists; otherwise ask product operations to confirm the intended variant.

A project has several ship-to locations

Keep the requested line or stage relationships explicit and request clarification where the source does not assign them.

The dealer forwards a revised attachment

Compare it with the open case and accepted order rather than starting an unrelated new transaction.

What to verify before expanding

• Every proposed variant and converted quantity has traceable supporting evidence.
• Different delivery stages retain their own requested scope.
• A revised attachment is compared with the existing order or draft.
• Unapproved quote differences remain visible and cannot become an accepted commitment silently.

Technical references

• Salesforce: change data capture events
• Oracle NetSuite: using external IDs
• Stacksync: cross-system Genies and data synchronization