Trade sample follow-through
Matched roll allocation. Keep the source details and outstanding dependencies together.
ARTICLE / COLOUR / LOT
AI agent for wholesale upholstery fabric merchants
The right cloth. The right lot. An AI agent on every order.
Clear the open trade orders and sample follow-ups.
A specialised AI agent you can ask for more. Chat here on the site.
$99.00/month, including $40.00 in monthly credits. Monthly subscription. Before tax.
Specialised AI agentYour own report presetNo connection needed to begin
The cloth ledgerCOLLECTION / 063
YOUR SPECIALISED AI AGENT
One place for trade sample follow-through, roll allocation reconciliation, mill and delivery coordination.
MADE FOR YOUR WORKDAYStart with work already on your desk
Your first useful assignment.
Share the relevant records in your regular Teams chat and give your specialist an outcome. No model or tool choices to make first.
Get my AI agent →YOU COULD ASK
“Use my records to prepare matched roll allocation. Reconcile the details, save the working files and show me what needs following up.”
- Matched roll allocation
- Customer delivery updates
- Mill shortage follow-through
A useful first result
Matched roll allocation, with supporting references and outstanding details kept together.
Example assignment, not a promised delivery time. Your agent works from the records and access you provide. Add connections when you want it to act in other systems.
A conversation at your desk
Clear the open trade orders and sample follow-ups.
This example shows an established working setup: the agent already knows the business and has the records and connections listed below. Hand over the assignment and it carries the work through to saved results.
Illustrative project · configured agent at work
A configured agent with article catalogue, roll stock records, reservations, mill correspondence, trade prices and customer email.
- Matched roll allocation
- Customer delivery updates
- Mill shortage follow-through
A working specialist can handle the project, with a configured team sharing the work where available. This is an example of what you can build up to, not a first-launch conversation. Timing and usage depend on the assignment.
- Fabric merchant
Work through this week’s sample requests and open orders. Check the lots, secure the available lengths and chase the mill for anything short.
- Your AI agent · AI Agent Store
One hotel order spans two dye lots. I’m checking the warehouse’s measured rolls and the customer’s room schedule before allocating the cloth.
Work in progress - Fabric merchant
Keep the rooms on each floor consistent and use our normal carriage terms.
- Your AI agent · AI Agent Store
I reconciled all 24 orders, confirmed the available reservations and sent delivery updates. The hotel’s allocation now keeps each floor on one lot. Two mill shortages remain on dated follow-ups, with the customers’ revised requirements recorded.
Later · delivery and saved results
ARTICLE / COLOUR / LOT
A working brief for your AI agent.
Bring the article and colour and dye lot into one working record. Your specialist uses your specifications and follows changes through cut and packed and received.
AI
Your AI agentPrepared for wholesale upholstery fabric merchants
Trade cloth / 063EXAMPLE, NOT LIVE ACTIVITY
An example record for article and colour, dye lot, delivery promise, metres ordered.
0124 orders0218 m average03Matched roll evidence
The useful next step
Trade sample follow-through
Prepare matched roll allocation from the available records. Save the supporting references and mark any missing details so the next step stays clear.
The details your specialist follows
Sample to roll, without losing the thread.
Follow each article and colour through the working record. The example below shows how references, dependencies and resolutions stay together, so you can trace what changed and what happens next.
Keep an eye on: review sample follow-ups, roll reservations, dye-lot queries, mill acknowledgements and promised receipts; keep trade customers updated.
Illustrative working document · your records start empty
| Article | Recorded position | Next action |
|---|---|---|
| Velvet / 12 | Lot B, 38 m | Reserve confirmed cut |
| Weave / 08 | Two lots offered | Reconcile room allocation |
| Plain / 04 | Mill balance due | Confirm replenishment date |
Active roll and order ledger3
Metres ordered432 m
Cut and packed2
Illustrative project figures. Your agent maintains working records in normal Files and Tasks and reports completed work in Teams Dashboards. Ask it to adapt those records and reports as your workflow changes.
A small tool for a real job
Ordered fabric length. Before the back-and-forth.
Review sample follow-ups, roll reservations, dye-lot queries, mill acknowledgements and promised receipts; keep trade customers updated.
Try the numbers, then bring the confirmed brief to your specialist. Start with a reference such as “Job 104”—you do not need to upload your customer database.
- Article and colour
- Dye lot
- Delivery promise
- Metres ordered
Try your own numbers
Ordered fabric length
Planning arithmetic from your inputs. Your specialist can turn the confirmed details into a working brief. This is not a quote or capacity commitment.
Built around the details that matter
Trade sample follow-through. With the right questions already in mind.
The details that keep a reupholstery job moving belong beside the order. Follow the sample all the way to the right length of the right cloth.
Roll allocation reconciliation
Customer delivery updates. Track changes against the same job reference.
Mill and delivery coordination
Mill shortage follow-through. Save the outcome and carry the next steps into your working records.
From enquiry to a useful next step
Roll and order ledger. Your way of working.
01
Enquiry received
Add a job reference and the details you already know.
02
Sample supplied
Article and colour and Dye lot, ready to check.
03
Lot allocated
Give your specialist the outcome and let it carry the work forward.
04
Cut and packed
Keep working records in Files and Tasks.
05
Received
Keep the job and its next steps together.
Ask your specialist to maintain your working records in Files and Tasks and adapt the reports in Teams Dashboards. These are the regular platform tools, prepared for your business. Connections to other systems are optional.
Prepared for your business
The numbers behind your fabric trade desk.
Six useful measures, ready in your regular Teams dashboard. Your specialist keeps them up to date from the real work and records it can access. Ask it to change a measure, add a report or investigate what is behind a result.
Recorded total · m
Fabric metres dispatched
What this measures
Actual measured metres on dispatch records, once per shipment line; reserved or nominal roll lengths are excluded.
Recorded cases · requests
Trade sample requests fulfilled
What this measures
Sample requests with all requested available samples dispatched or an agreed substitute fulfilled, once per request.
Recorded cases · discrepancies
Dye-lot discrepancies resolved
What this measures
Distinct lot conflicts closed against warehouse or mill evidence, once per order discrepancy.
Average · days
Mill shortage resolution time
What this measures
Elapsed days from recorded shortage to sufficient fabric receipt, once per shortage reference.
Observed rate · %
Trade quotes accepted
What this measures
Accepted quotes divided by accepted and declined final quote decisions; pending quotes are excluded.
Observed rate · %
Promised dispatch dates met
What this measures
Complete fabric orders dispatched by agreed cutoff divided by completed orders with known dispatch and promise dates.
Your reports start empty. Figures reflect observed work in the selected period; missing records are not treated as measured zeroes. Current jobs, schedules and stock stay in your working files and tasks. You and your agent can adapt the dashboard as your business changes.
Keep the tools that already work
Specialised in your trade. Open to your next idea.
Your AI agent starts with the details of your business already in mind. The three workflows are starting points. Ask it for help with another task in the same conversation.
An AI agent prepared for your business
The starting instructions, intake questions and working rules already match wholesale upholstery fabric merchants. Add your service list and one example of your tone when you are ready.
Give your agent the whole job
Give your agent an outcome, the access it needs and your budget. It handles routine decisions and follows through in your connected tools, asking when a missing business decision needs you. Set or change your own boundaries whenever you want.
Ask beyond the starting workflows
Prepare a discontinued-range offer, audit slow-moving articles or build a collection guide for a particular upholstery market. Give your agent another task in plain language. What it can carry out depends on the tools you connect and the access you choose.
Recommended starting plan
Your AI agent for wholesale upholstery fabric merchants.
Begin with one specialist and a report preset for your business. After setup, your regular Agent Teams conversation opens. No tool selection before your first conversation.
$99.00/month
Capacity for 1 running agent · 50 active hours per month
Start my AI agent →A clear starting total
$99.00 before tax today and monthly, including $40.00 in Platform Credits after the first payment and each paid renewal.
Unused credits roll over. AI usage draws from your balance; additional credits are available when needed. $0.15 applies per active hour beyond the included allowance. Optional voice and other services cost extra.
Hosting availability is checked before payment. Create your account, confirm your monthly subscription, then start chatting when your specialist is ready. Your instructions and dashboard are prepared automatically after payment.
Automatic top-ups start off. Buy credits manually or set automatic top-ups and spending limits in your account. Keep the full Teams controls for models, connections and supported settings.
Before you begin
Before the cloth is cut.
Our stock system already tracks fabric.
Your agent follows the work around it: sample enquiries, mill replies, reservations, matching lots and customer updates. It uses your stock records rather than creating a competing inventory system.
Is this only for the three tasks shown?
No. This is an AI agent specialised for wholesale upholstery fabric merchants, with three prepared workflows to get you started. You can ask for writing, research, planning, analysis or another task in the same chat. It can make routine decisions and carry the work through using available tools. You set its boundaries; it asks when a real business decision or missing access needs you.
What happens after I subscribe?
After payment, we prepare your AI agent for wholesale upholstery fabric merchants, its workflows and your roll and order ledger dashboard. Your regular Agent Teams chat opens when setup is ready. Files, Tasks, settings and billing work the same as for other customers. Reports start empty and count actual reported work; the examples above are illustrative.
Do I need to connect email or messaging?
No. Prepare your first brief and draft here. Connect external channels later when you want the specialist to work there.
Does this replace my existing business software?
Use it alongside your current tools for preparing work and organising jobs. Live stock, availability, sending and payment records require a verified connection or your own confirmation.
Choosing for a different business?
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