Helping Sales Quote and Commit with Confidence
Inventory Checks Slow Quotes and Stall Orders
Sales reps need fast, accurate answers on SKU availability across warehouses and channels.
In most teams, reps bounce between the OMS, ERP, and WMS to verify on-hand, holds, safety stock,and backorders. The context switching burns time, creates errors, and delays quotes.
Customers wait. Competitors win the deal.
Manual Lookups Create Missed Promises and Rework
- Incorrect promises that lead to backorders and callbacks
- Slow quote-to-order cycles and abandoned carts
- Partial shipments and unplanned substitutions that frustrate customers
- Reps spending time on lookups instead of selling
Streamlining SKU Lookups and Orders with Krista
Krista gives reps a single place to ask for availability and place accurate orders.
Real-Time SKU Lookups
Krista connects to your inventory systems through APIs and returns live availability by location, lot, and date. Reps ask Krista and get an answer inside their workflow.
Order Placement with Live Checks
As items are added, Krista validates on-hand and allocations, reserves stock per your rules, and prevents out-of-stock promises.
Proactive Notifications
Krista watches SKUs with low stock and alerts account owners so they can set expectations or offer alternatives before a promise is missed.
Automated Adjustments and Substitutions
If an item is short, Krista proposes substitutes or a split shipment plan and updates the order after the customer or rep approves per your business rules.
Natural-Language Interface
Reps use everyday language: “Do we have 250 of SKU A123 in the West by Friday?” Krista extracts the SKU, quantity, region, and date, then returns the fulfillment plan and next steps.
Exception Handling with People in the Loop
For edge cases such as credit overrides, capacity constraints, or policy exceptions, Krista routes to Finance or Operations for approval, learns from the outcome, and completes the order.
How It Works
- Ask: Rep requests availability for one or more SKUs, including quantity and need-by date.
- Understand: Krista identifies intent, parses SKUs, quantities, ship-to, and constraints.
- Check: Krista queries OMS/ERP/WMS for on-hand, inbound POs, allocations, and safety stock by location.
- Plan: Krista returns the best fulfillment option: location, ship date, split logic, or substitutes.
- Confirm: Rep or customer approves. Krista places or updates the order and reserves inventory.
- Handle Exceptions: If stock is short or credit is exceeded, Krista escalates for approval and completes the flow with a full audit trail.
Results
Teams report faster quote-to-order cycles, fewer backorders, higher first-contact resolution, and more selling time for reps. The organization gains a single conversational surface for inventory answers and order orchestration, reducing screens and manual steps while improving customer trust.
Krista Automated Process
How Does Krista Work?
Krista powers the use cases you see here. Krista is an agentic platform that orchestrates people, systems, and AI using natural language. Instead of writing code, teams can describe business processes in plain English to build powerful automations that streamline operations. This unique approach allows you to manage even the most complex workflows with conversational ease.
Visit ‘What is Krista‘ to learn more about how Krista works.