Trade order and availability reconciliation
Availability-matched order book. Keep the source details and outstanding dependencies together.
GROWN HERE. ACCOUNTED FOR.
AI agent for wholesale plant nurseries
Turn 30 trade orders into a reconciled dispatch week.
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.
One place for trade order and availability reconciliation, substitution and allocation coordination, picking and dispatch follow-through.
MADE FOR YOUR WORKDAYStart with work already on your desk
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 →“Use my records to prepare availability-matched order book. Reconcile the details, save the working files and show me what needs following up.”
A useful first result
Availability-matched order book, 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
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 nursery agent with dated availability, reservations, trade prices, buyer correspondence and dispatch capacity.
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.
Process these 30 trade orders against this week’s availability. Resolve shortages with the buyers, allocate confirmed stock and get the picking and dispatch packs ready.
I’m separating reserved plants from available stock and checking cultivar and pot-size matches. I’m sending substitution options for the short lines while allocating complete orders.
Work in progressKeep the landscape contractor’s Tuesday load together.
The Tuesday load stays together. Accepted alternatives are reflected in the orders, and the picking packs match allocated quantities. Buyers have dispatch updates; the book tracks outstanding decisions and actual shipped counts.
Later · delivery and saved resultsGROWN HERE. ACCOUNTED FOR.
Bring the plant units and cultivar and pot size into one working record. Your specialist uses your specifications and follows changes through picking ready and dispatched.
Your AI agentPrepared for wholesale plant nurseries
An example record for plant units, cultivar and pot size, availability checked, dispatch week.
The useful next step
Prepare availability-matched order book from the available records. Save the supporting references and mark any missing details so the next step stays clear.
The details your specialist follows
Follow each plant units 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 changed availability, buyer substitution replies and upcoming dispatches; update allocations and send current picking packs.
Illustrative working document · your records start empty
| Stock view | Meaning | Action |
|---|---|---|
| Physical count | Plants on the nursery | Check grade and size |
| Reserved | Already committed | Keep with the order |
| Available to sell | Unallocated stock | Use for new orders |
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.
From enquiry to a useful next step
Add a job reference and the details you already know.
Plant units and Cultivar and pot size, ready to check.
Give your specialist the outcome and let it carry the work forward.
Keep working records in Files and Tasks.
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.
A small tool for a real job
Review changed availability, buyer substitution replies and upcoming dispatches; update allocations and send current picking packs.
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.
Try your own numbers
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
Built around plant units, cultivar and pot size, availability checked, dispatch week. Availability changes with every reservation. Your agent keeps the trade order grounded in the current count.
Availability-matched order book. Keep the source details and outstanding dependencies together.
Accepted substitution register. Track changes against the same job reference.
Picking and dispatch packs. Save the outcome and carry the next steps into your working records.
Prepared for your business
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 · plants
Actual plant units dispatched on final picking and delivery records, once per shipment line.
Observed rate · %
Requested cultivar/pot-size units supplied ÷ original requested units at dispatch reconciliation. Substitutions are unfilled against the original request.
Recorded total · plants
Actual substitute plant units accepted by the buyer and dispatched, once per accepted shipment line.
Recorded cases · lines
Distinct incorrectly picked order lines found at the completed pick check, once per line discrepancy.
Recorded total · plants
Verified plant units rejected by the buyer on delivery, once per receipt disposition; do not infer plant condition.
Observed rate · %
Orders dispatched within the agreed week ÷ completed orders with known dispatch and promised week.
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
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.
The starting instructions, intake questions and working rules already match wholesale plant nurseries. Add your service list and one example of your tone when you are ready.
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.
Prepare trade availability newsletters, compare seasonal demand or organise new garden-centre accounts. 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
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 →$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
It checks the date and the current stock source before allocating. Reservations, physical counts and available-to-sell quantities remain distinct.
No. This is an AI agent specialised for wholesale plant nurseries, 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.
After payment, we prepare your AI agent for wholesale plant nurseries, its workflows and your availability and dispatch book 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.
No. Prepare your first brief and draft here. Connect external channels later when you want the specialist to work there.
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.
Compare the working records and business types each specialist is prepared for.
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