Intelligent Business Engine and Advanced Operations

To meet the diverse and complex business rules in actual corporate operations, the AI GO platform includes a built-in "Intelligent Business Engine (Advanced Business Rules)". Management colleagues can configure advanced pricing rules, automatic inventory correction mechanisms, and logistics billing standards all at once in the global backend. This allows daily Custom Apps and AI assistants to automatically perform precise business calculations in the background.

This chapter guides you in configuring these advanced business, warehouse, and logistics rules.

1. Advanced Customer and Product Pricing Rules

These pricing rules allow sales colleagues to automatically apply discounts when billing clients in Custom Apps, eliminating manual lookups:

Customer Level Management

• Entering Path: Click "Customer Levels" under the "Customer Relations (CRM)" section in the left navigation bar.
• Discount Rate Settings: Administrators can configure base discount rates for different customer levels (e.g., a discount rate of 0.85 for VIP customers, representing 15% off). The system automatically recalculates product unit prices using this discount rate during sales billing.

Customer Tags and Contract Prices

• Entering Path: Click "Customer Tags" under the "Customer Relations (CRM)" section in the left navigation bar.
• Quick Binding: Administrators can quickly bind multiple customers to the same tag directly from the list.
• Contract Prices: Inside tag details, administrators can set "Contract Prices" for specific products. For example, for the "Long-term Partner" tag, set Product A to a special contract price of 1,000 USD (regardless of its retail price). When billing, if the client has this tag, the system automatically applies this contract price.

Product Volume Tiered Pricing

• Entering Path: Click "Products" under the "Sales" section in the left navigation bar, and enter the details page of a specific product.
• Tier Configuration: In the "Volume Pricing" tab, you can set unit prices based on purchase quantities. For example:
  • Purchases of 1 to 9 units: Unit price 500 USD.
  • Purchases of 10 to 99 units: Unit price 450 USD.
  • Purchases of 100+ units: Unit price 400 USD.
• When sales colleagues or AI assistants create sales orders, the system automatically applies the corresponding unit price based on the input quantity, enabling automated wholesale and retail price determination.

2. Inventory Counting and Packaging Specification Conversion

In warehouse operations, physical stock correction and packaging conversions are highly susceptible to manual entry errors. AI GO provides fully automated inventory triggers to ensure consistency:

Inventory Count Automatic Adjustments

• Entering Path: Click "Physical Counts" under the "Stock & Warehousing (Stock)" section in the left navigation bar.
• Automated Discrepancy Calculation:
  1. When creating a counting batch, the system automatically fetches the current system stock (system_qty) of the designated bin.
  2. Warehouse staff enter the physically counted quantity (actual_qty), and the system calculates the discrepancy automatically.
  3. Inventory Adjustment Trigger: Once approved by managers and "Confirm Batch" is clicked, the backend automatically triggers stock adjustment procedures, writing discrepancies to the underlying inventory table and correcting stock in real time without manual entries.

Product Packaging Conversions

• Entering Path: Click "Unit Conversions" under the "Stock & Warehousing (Stock)" section in the left navigation bar.
• Disassembly and Assembly: Applicable to conversions of packaging units (e.g., disassembling 1 box of raw material into 12 retail bags, or assembling loose bags into 1 box).
• Inventory Adjustment Trigger: Once the conversion record is created and managers click "Confirm Conversion", the system automatically deducts inventory from the source specification and increases inventory of the target specification proportionally, ensuring instant and seamless asset conversion.

3. Shipping Batches and Freight Groups

Shipping efficiency and freight calculation accuracy directly affect corporate logistics costs:

Shipping Batch Management

• Entering Path: Click "Delivery Batches" under the "Stock & Warehousing (Stock)" section in the left navigation bar.
• Batch Dispatch Coordination: Management colleagues can group multiple pending pickings into a single "Delivery Batch". This allows picking staff to print pick lists and packing labels all at once, improving packing and dispatch efficiency.

Tiered Freight Billing Groups

• Entering Path: Click "Freight Groups" under the "System and Maintenance" section in the left navigation bar.
• Billing Mode Settings: Supports multiple freight calculation mechanisms, including:
  • Fixed Freight: Charge a fixed shipping fee per order.
  • Free Shipping Threshold: Set a transaction amount threshold above which shipping is free (free_threshold).
  • Tiered Shipping Fees: Dynamically charge shipping fees based on sales order amount tiers. For example: orders below 1,000 USD charge 150 USD shipping; 1,000 to 3,000 USD charge 80 USD; and free shipping above 3,000 USD.
• This allows sales systems to automatically include qualifying shipping fees in accounts receivable during order confirmation, achieving financial-logistics integration.