AI: Sales Order Assistant

Use natural language with the Sales Order Assistant to identify items, pricing, availability, and promotions. Use this AI agent to help reduce the amount of time that you need to manually search for an item that meets your business requirements.

Use natural language to get smart recommendations that the agent ranks and displays according to how close each item matches your customer's requirements. You don't need to manually investigate pricing, promotions, inventory, and availability for a wide range of potential items. The agent does that automatically for you.
Identify other items that you can add to the sales order that complement the item you select from the ranking.
Cross-sell and upsell items.

Consider these example prompts that help you identify the exact item that most closely meets your customer's requirements:

Flowers 4 You needs a bouquet that has California poppy focal flowers, tulip secondary flowers, and oregano leafy greens.
Maple Tree needs 4 stationary bicycles for commercial use with a touchscreen display. They need it by Dec 1 25.
Hilman and Associates needs 25 water bottle holders for use with a treadmill or stationary bike.

Consider these example prompts that you can use to create a sales order:

Create an order for Computer Service and Rentals for qty 10 of item AS92888
Place an order for 5 each of Rugged Laptop for Computer Service and Rentals

Assume your Computer Service and Rentals needs treadmills for their employee gym. They request Wi-Fi, 10-12 miles per hour, incline, and a multicolor display. You can enter a prompt:

Computer Service and Rentals needs treadmills that have wi-fi, 10-12 mph, incline, and multicolor display.

The agent validates the customer and item details that you enter, identifies the best matches, then displays the top five ranked items, each with a % score that indicates the strength of the match, a description, pricing, and availability.

Select one or more items, then the agent displays add-on recommendations for potential cross-sell and upsell opportunities. For example, you might choose to:

Go with option 2
Add 10 of option 3 to the order
Add the FIT 1200
Add 6 of FIT 1100 and 2 of FIT 1200
Option 4

You can use the Item Relationships section in Product Management to specify add-ons.

Or you can use these example prompts to skip the add on, cross-sell, or upsell:

Proceed to the order
None
No add-ons

The agent automatically creates a draft order and displays an order summary that includes totals, discounts, list price, and net price, shipping, tax, and credits.

Set Up

Modify the business unit:

The agent uses your default business unit when you create a sales order or when you search for an item. You must specify it before you use the assistant. Go to the Setup and Maintenance work area, then use the Manage Administrator Profile Values task to enable the ORA_FOM_DEFAULT_BUSINESS_UNIT profile at the user or the site level.

Set up the agent:

Go to Home Page > Tools > AI Agent Studio, then search for Sales Order Assistant (Single Agent).
Click Copy, enter a suffix, then click Continue > . . . Edit. We recommend that you use the suffix to indicate versions, such as 1, 2, and so on.
Click Agent Teams, search for Sales Order Assistant (Single Agent).
Edit it and examine the agent's predefined descriptions, prompts, and tools. If necessary, you can modify it, then click Update > Publish.

Add agent to guided journey:

Go to Home Page > My Client Groups > Show More > ctrl+f, search for, then click Guided Journey.

On the Guided Journey page, click Create, set these values, then click Create Draft:

Attribute	Value
Name	Order Management Guided Journey
Code	OM_GUIDED_JOURNEY
Allow Access for External Users	Yes

If other agents are already available on the Order Management's landing page, then you can add Sales Order Assistant (Single Agent) to the existing guided journey.

Add this task:

Attribute	Value
Task Name	Sales Order Assistant
Task Description	Sales Order Assistant
Task Type	Agent
Agent Type	Workflow Agent
Workflow Agent	Sales Order Assistant 1

Click Save > Activate.
Go to Home Page > Order Management, then test the agent. Click Ask Oracle, then enter your prompt.

Guidelines

Enter the customer name and a description of what you need in the prompt. Provide more detail to improve the match.
If you don't specify a quantity, then the agent uses a quantity of 1.
The agent uses the item's primary unit of measure.
You can specify a requested date, and the agent will search for items that are available by that date. If you don't specify a requested date, then the agent uses the system date.
You can include only text and natural language in the prompt.
If you misspell the customer name or don't enter the exact name, then the agent will use fuzzy logic to try to find the actual customer.
You can include shipping and packing instructions.
The agent applies the same validations and rules that Order Management applies for any sales order, including the data access rules that the Data Access Groups for Sales Orders page specifies to view, create, and edit sales orders.

You can use these tools:

Tool	Code	Description
GetUserSession	ORA_USER_SESSION_TOOL	Get the PersonNumber of the logged in user.
Validate Sales Order Customer	VALIDATE_SALES_ORDER_CUSTOMER	Validate and get the default customer data.
getOrderableItems	GETORDERABLEITEMS	Get a list of items that you can order, including these attributes for each item: InventoryOrganizationId PricingStrategyId TransactionalCurrencyCode The tool returns values for these attributes for each item: ItemNumber InventoryItemId Description Long Description PrimaryUomCode ListPrice NetPrice Promotion
Quick Availability Check	QUICK_AVAILABILITY_CHECK	Get detail about the item's quick availability.
Add On Products	ADD_ON_PRODUCTS	Get all the add on items. You must identify the main item before you use this tool.
Create Sales Order	CREATE_NEW_SALES_ORDER TOOL	Create a new sales order.
Order Totals	ORDER_TOTALS	Get the order totals.
Created Order Link	CREATED_ORDER_LINK	Get a link to the page that has the new sales order.

For more, see: