Handles small daily jobs without training. Repeat purchasing uses the suppliers and items you mark as trusted. Other duties need a taught rule or your approval.
Compare all 214 agent duties19 areas · search by job · exact control per plan
These levels show what each plan permits after the 14-day watch period, with your authorization. “No training needed” does not turn a job on automatically.
No training needed
Knows the routine already. You authorize it within your rules.
After you train it
Needs a rule you teach and approve first.
Prepares it; you approve
Does the preparation. You approve the exact action.
Answers or suggests
Explains or recommends. You carry out the change.
Check the status beside each duty. Working workflow = verified end to end in its supported scope. Limited scope = a tested workflow with further PDF requirements or checks to finish. Planned = not available yet. Provider connections need qualification with your connected account.
214 duties across 19 areas
Stock & counts17 duties
Stock & counts: permitted control for each plan
Agent duty
Starter
Growth
Pro
Custom
Tells you how many of any item, size, lot or serial you have, and where.Working workflow
Available now: Looks up exact item names, sizes, SKU codes, lots and serials across locations, including zero stock, issued serials, independent measured quantities, reservations and component-kit capacity. Recalled, expired or uncosted goods are never promised as available.
No training needed
No training needed
No training needed
No training needed
Explains why a stock number changed, with every move behind it.Working workflow
Available now: Traces every posted receipt, issue, transfer and adjustment with exact before/change/after quantities, independent weights, lot or serial identity, stock cost and the originating native record. Current reservations are shown separately from physical stock.
No training needed
No training needed
No training needed
No training needed
Checks every day for negative stock, stuck transfers and odd adjustments.Working workflow
Available now: Checks for negative stock, repeated stock reductions and overdue transfers. Growth, Pro and Custom get a daily in-app alert when the check finds issues. Starter can ask for one suggestion.
Answers or suggests
No training needed
No training needed
No training needed
Plans today's cycle count: which shelves to count, by value and risk.Working workflow
Available now: Plans which shelves to count today by warehouse using actual stock risks, recorded count differences, recent adjustments, monthly A and B classes, and verified stock value. Warehouse staff assign and record physical counts separately.
Answers or suggests
Prepares it; you approve
No training needed
No training needed
Turns a count sheet or shelf photo into stock adjustments.Working workflow
Available now: Reads count sheets and readable shelf tags, preserves the original and prepares exact stock differences for quantities, lots, serials and independent measures. Pro routines require a completed matching example. Custom uses a saved owner scope. Physical adjustments and their value still need individual owner approval.
Not included
Not included
After you train it
No training needed
Posts small count differences on its own, under your $ limit.Working workflow
Available now: Posts small count differences on its own within the owner-set value limit: counts typed in the app, finished staff phone counts and exact count sheets, lots and weights included. Serials added or removed, phone-count identities or weights that differ, photo readings and anything over the limit go to a person.
Not included
Not included
No training needed
No training needed
Sends staff a count list on their phone and checks it as they go.Working workflow
Available now: Sends staff blind count lists in the app for quantities, lots, serials and independent weights. Progress follows completed observations. Growth schedules use an approved example for the same counter and scope. Pro and Custom can schedule directly within the owner’s scope. The owner reviews differences and approves physical posting separately.
Not included
After you train it
No training needed
No training needed
Asks for a recount when a count looks wrong, before anything is posted.Working workflow
Available now: Shows a blind recount in Needs You when a recorded count difference exceeds your limit. A matching physical recount comes before separate owner approval.
Not included
Not included
No training needed
No training needed
Finds dead and slow stock and suggests: discount, return or move it.Working workflow
Available now: Finds dead and slow stock from recorded sales and continuously stocked days, leaving out stock held for orders, targets, transfers and returns. Starter gets one suggestion. Each finding becomes a step: a transfer to a location where it sells, a supplier return request to the supplier who sold it, or a clearance plan whose prices you approve. Growth drafts each step. Pro drafts until you approve one of a kind and save a limit; Custom acts within your limits without teaching. Steps are audited and can be undone while untouched.
Answers or suggests
Prepares it; you approve
After you train it
No training needed
Flags likely shrink or theft patterns (same item, same shift, again).Working workflow
Available now: Flags repeat negative stock corrections for the same product, warehouse and local shift across its bins. Growth, Pro and Custom receive automatic in-app alerts without training and can configure shift start times. Review the original stock movements to determine the cause.
Not included
No training needed
No training needed
No training needed
Moves stock to the right bin after a wrong put-away or mis-scan.Working workflow
Available now: Moves stock to the right bin at one warehouse. When staff scan and count a product in one bin while the records show it in another, or two counts show one bin short by exactly what another has extra, the records follow the stock through a bin transfer. A put-away scanned into the wrong bin becomes a move to the planned bin that staff scan. Pro proposes each correction until taught; Custom corrects alone within unit and value limits. Reserved, picked, counted, batch and serial stock waits for a person. Records corrections can be undone.
Not included
Not included
After you train it
No training needed
Reserves stock for big customers or upcoming orders.Working workflow
Available now: Keeps stock reserved for customers you mark as big, for an expected order on a date, or for a repeating order. Other orders, sales channels and reorder see it as not available; the customer’s own order uses it first, and a one-time reservation ends when that order arrives or on its end date. It never takes stock already promised to other orders, is cut back if stock is lost, and every change is logged and can be undone. Whole-unit products; lots, serials, weights and kits are reserved on their orders. Existing customer orders can also be reserved in full.
Not included
Not included
After you train it
No training needed
Tracks kits and bundles: shows how many you can build now and reorders the parts.Working workflow
Available now: Shows how many of each kit every warehouse can build now and which part limits it, counting shared parts once and leaving out reserved, held, expired and recalled parts. Part reorders come from kit sales, kit assembly and saved kit targets, including kits inside kits. Growth prepares each part order for your approval; Pro and Custom place them on their own through your purchasing rule and plan limits.
Answers or suggests
Prepares it; you approve
No training needed
No training needed
Creates simple assembly (build) orders and uses up the parts from stock.Working workflow
Available now: Creates production drafts from saved bills of materials and approved limits. Physical component use and finished-goods receipt require individual confirmation.
Not included
After you train it
No training needed
No training needed
Sorts every item into A, B and C classes each month. Classes drive counts and safety stock.Working workflow
Available now: Classifies products monthly from verified stock cost sold. The classes rank real shelves for counts and support location-level safety-stock planning on every plan. Missing sale costs go to review. Automatic safety-stock changes follow the separate job 150 owner rules on Pro and Custom.
No training needed
No training needed
No training needed
No training needed
Plans the yearly stocktake: freeze, count teams, differences and sign-off.Working workflow
Available now: Plans the yearly stocktake from your rule: the count date, the locations (whole warehouses, areas or single bins) and the count team. On the count date it freezes sales, picks, receipts, transfers and stock value changes at those locations, shares the areas among counters they can reach and sends each a blind count list. A position off by more than your recount limit, in units or value, goes to a second counter for a blind recount. Differences are valued at cost; your sign-off posts them to stock and the books and lifts the freeze. Up to 10,000 whole-unit positions in 50 locations.
Not included
Prepares it; you approve
No training needed
No training needed
Shows stock by age and suggests a write-down for old stock. A person approves write-downs.Working workflow
Available now: Starter gets one suggestion grounded in receipt age. Growth, Pro and Custom show recorded lots, serials, receipt cohorts, FIFO layers and proven transfer origins. The owner reviews the complete weighted-average stock position and supplies its supported net recoverable value. Individual approval records the exact write-down expense and lower carrying value while preserving physical quantities and weights.
Answers or suggests
No training needed
No training needed
No training needed
Reorder & purchasing25 duties
Reorder & purchasing: permitted control for each plan
Agent duty
Starter
Growth
Pro
Custom
Shows what to order and why: sales speed, stock, incoming, lead time.Working workflow
Available now: Explains reorder quantities from exact usable stock, commitments, recorded sales speed, dated incoming, lead time and saved targets. Existing drafts, overdue or undated deliveries, missing stock costs and unknown lead-time facts hold a fresh order.
No training needed
No training needed
No training needed
No training needed
Drafts purchase orders from the reorder list, grouped by supplier.Working workflow
Available now: Groups the live reorder list into native unsent supplier drafts across receiving locations. Preserves exact measured quantities, supplier packs and minimums; kit targets create missing-component drafts under the separate kit permission. Existing drafts, undated incoming, unknown costs or changed sources hold new preparation. Buying, sending, physical receipt and payment remain separate.
Prepares it; you approve
After you train it
No training needed
No training needed
Places reorders on its own, under your $ limits per PO and per week. Growth: only to your Autopilot suppliers, with small limits.Working workflow
Available now: Places repeat reorders from current stock and recorded supplier terms, within authorized suppliers, items, per-order and weekly budgets. The purchase becomes placed after the connected mailbox confirms the supplier email. A failed or uncertain send needs review.
Not included
No training needed
No training needed
No training needed
Keeps reorder points and min/max up to date from real sales.Working workflow
Available now: A daily check works out new reorder points and targets for every stocked product and location, including one setting for all locations, from 90 days of recorded sales, lead time and safety stock. It skips locked settings, new products and locations, too few sales, missing lead times and unclear batch, serial or weight records, and says why. Every applied change is logged and can be undone.
Answers or suggests
After you train it
No training needed
No training needed
Picks the cheapest or fastest supplier for each item.Working workflow
Available now: Compares saved suppliers for each item and receiving location at the requested quantity, accounting for packs and minimums. Ranks delivered cost using checked freight, applicable taxes after recovery, other charges and current exchange quotes, or ranks recorded delivery speed. Unknown evidence waits for review. An eligible choice updates the reorder supplier only.
Answers or suggests
Answers or suggests
After you train it
No training needed
Tops up an order to hit the supplier's minimum or free shipping.Working workflow
Available now: Applies recorded minimum orders and adds goods for free shipping when they cost no more than the saved freight charge. Starter suggests. Growth learns from a matching owner-approved purchase. Pro and Custom use current purchase limits without training.
Answers or suggests
After you train it
No training needed
No training needed
Combines small orders into one PO to save shipping.Working workflow
Available now: Combines unsent drafts for one supplier, currency, receiving location and delivery date when current freight terms show a saving. The replacement retains its product lines and other recorded charges. Growth requires a completed matching example. Pro and Custom can authorize a supplier, location and goods limit without training.
Not included
After you train it
No training needed
No training needed
Splits big POs by budget, warehouse or delivery date.Working workflow
Available now: Splits native unsent purchase orders by receiving warehouse, saved line delivery date or goods-value limit. Pro needs a completed example for the same supplier, locations and method. Custom can schedule the work within owner-set limits without training. Every replacement stays a draft.
Not included
Not included
After you train it
No training needed
Plans buying to a monthly budget (open-to-buy).Working workflow
Available now: Plans purchases against monthly goods budgets by category and currency. It uses dated stock needs, recorded supplier packs and outstanding commitments, and holds uncertain costs or dates for review. Custom can run recurring plans with owner permission. Reviewed plans can become native drafts, with the budget checked again at purchase approval.
Not included
Not included
Not included
No training needed
Orders in full cases, packs or pallets, not loose units.Working workflow
Available now: Orders in whole saved cases, packs or pallets and keeps the supplier's order multiple. Growth needs a matching owner-approved example and trusted item authority. Pro and Custom can use current limits without training.
Not included
After you train it
No training needed
No training needed
Emails approved POs to the supplier.Working workflow
Available now: Sends an approved purchase order from the connected business mailbox to the exact supplier on the order, with a private confirmation and document link. The Sent state requires a verified mailbox receipt.
Prepares it; you approve
No training needed
No training needed
No training needed
Asks the supplier to confirm each PO and saves the ship date.Working workflow
Available now: Follows up on placed warehouse purchases that lack confirmation. Saves a planned ship date from the private order link or a clearly labeled reply on the original connected purchase or confirmation thread. Expected warehouse arrival stays separate. Unclear dates wait for review.
Not included
After you train it
No training needed
No training needed
Chases late supplier deliveries.Working workflow
Available now: Checks placed warehouse purchases against their current delivery dates, actual receipts and original supplier replies. Sends a reminder with the private order link only within the authorized supplier, mailbox, per-order count and interval. Changed dates or supplier evidence bring the purchase back for review.
Not included
No training needed
No training needed
No training needed
Updates a PO when the supplier changes qty, price or date (asks over your limit).Working workflow
Available now: Updates a placed purchase order when the supplier changes it. Compares exact revised quantities, measured weights, prices and delivery dates from the supplier’s private purchase-order link, a clearly labelled reply on its connected purchase email thread, or a saved supplier confirmation, backorder notice or price update. Each change makes a new order version with its history. Earlier receipts and invoices keep their original quantities and price. Changes over your price, quantity or date limits and unclear evidence wait for you.
Not included
Not included
After you train it
No training needed
Finds old open POs that will never arrive, so "incoming" is real.Working workflow
Available now: Finds goods on placed purchase orders that are long past their promised date with no word from the supplier, and goods a supplier reports unavailable. Supplier-reported units stay out of incoming. Late goods count until they are closed: closing keeps received goods and stops the rest counting in reorders, availability, material planning and preorders. Orders with a shipment, goods being received, recent supplier contact, a customer preorder or a bill ahead of receipt are kept. Every close is logged and can be reopened.
Answers or suggests
No training needed
No training needed
No training needed
The moment an item hits its reorder point, sends you a ready PO with a "Send to supplier" button.Working workflow
Available now: Refreshes a ready replenishment proposal when stock or reservations change. An approved supplier action creates one purchase order and queues one message.
Prepares it; you approve
Prepares it; you approve
No training needed
No training needed
Uses real supplier lead times (actual vs promised) in every reorder.Working workflow
Available now: Compares expected and actual supplier arrivals. Replenishment and its purchase drafts use the observed warehouse lead time once enough orders have arrived. Split receipts count as one order.
No training needed
No training needed
No training needed
No training needed
Gives suppliers a link, no login, to confirm a PO, change the date or upload their invoice or ship notice.Working workflow
Available now: Gives suppliers a private link to confirm an approved purchase, propose a delivery date and send original PDF invoices and ship notices. Buyers can copy the warehouse order link without a mailbox or supplier email. Invoices go to matching on the exact purchase and ship notices stay with its other documents.
Prepares it; you approve
No training needed
No training needed
No training needed
Shares your stock and a 12-week forecast with key suppliers every week.Working workflow
Available now: Each week your key suppliers get your stock and a 12-week forecast of the products you buy from them, sent from your mailbox. You choose the key suppliers. The forecast is StockChief’s own demand forecast for each product; a product with too little history says so. No prices, costs or customers. One per supplier and week. The first email to each supplier, a missing email or products, and no mailbox or two with none chosen stop and ask in Needs you.
Not included
Prepares it; you approve
No training needed
No training needed
Drop-ship: a customer order becomes a PO for the supplier to ship direct, with tracking passed back.Working workflow
Available now: Turns a checked customer order into an exact supplier purchase for delivery to that customer. Sends a private supplier link for actual dispatch quantities, batches, serials, weights, carrier and tracking. Posts each confirmed dispatch to the customer invoice and supplier cost together. Partial deliveries, supplier invoices and customer returns preserve their original evidence.
Not included
Prepares it; you approve
No training needed
No training needed
Plans import orders to fill a 20 ft or 40 ft container by volume and weight.Working workflow
Available now: Plans an import order that fills a 20 ft or 40 ft container by space and by weight. It uses each product’s size and weight or its confirmed carton, the supplier’s packs and minimums, and real reorder needs: products at their reorder point go in first, then the next most-needed top it up, up to your days-of-stock limit. It shows the fill by space and by weight. A missing size, weight or price stops the plan and asks. You can also check a carton layout for up to 20 POs, 500 lines and 2,000 cartons.
Not included
Not included
After you train it
No training needed
Tracks ocean and air shipments and deposits, and keeps ETAs up to date.Working workflow
Available now: Keeps each ocean or air shipment with its purchase orders and its booking, bill of lading, container or air waybill. Arrival dates come from the carrier's tracking or the forwarder's link and apply on their own within your day limit; each linked order's warehouse date moves by the same days, so planning follows, with undo. A product that would run out before the goods arrive goes to Needs you. Deposits and the balance left on each order are checked against posted payments and come due in Needs you; a person pays.
Not included
No training needed
No training needed
No training needed
Handles POs in other currencies and alerts you when exchange rates change landed cost.Working workflow
Available now: Purchase orders in another currency keep their own currency. Placing one estimates its cost in your accounting currency at the day’s rate. Goods are booked into stock value at the rate of the day they arrive: your own rate for that day first, otherwise the European Central Bank daily reference rate. Rates are kept with their date and source. A missing or week-old rate stops the receipt and asks. Freight, duty and fees keep their own allocation. Foreign-currency supplier bills and payments still need their separate review.
Answers or suggests
No training needed
No training needed
No training needed
Turns staff purchase requests ("we need more tape") into an approval, then a PO.Working workflow
Available now: Turns a short staff request into a decision using the exact saved product name, item code or nickname. The owner chooses a linked supplier and confirms any missing quantity before creating the purchase draft. Staff keep their assigned warehouse access.
Not included
No training needed
No training needed
No training needed
Manages blanket POs: scheduled releases against a supplier contract.Working workflow
Available now: Tracks reviewed supplier contracts: products, prices, total units and an optional total value, dates and a schedule of up to 52 releases within a year. On each release date the release becomes a real purchase order in whole supplier packs. With a flex range, each release follows real demand from your stock targets within that range. It never goes over the contract’s units or value or past its last date: it trims, skips or asks. It shows what is called off and what is left. A changed price or a changed linked order stops and asks.
Not included
Not included
After you train it
No training needed
Receiving9 duties
Receiving: permitted control for each plan
Agent duty
Starter
Growth
Pro
Custom
Fills the receiving form from the packing slip. A person taps confirm.Working workflow
Available now: Fills one physical receiving review from a saved packing slip. Matches exact supplier codes, PO lines, purchase packs and warehouses. Keeps the actual batches, expiry dates, serials, individual weights and fractional quantities. Uses approved purchase costs. Completed forms count in the time-saved report when you record comparable timings.
Not included
Prepares it; you approve
No training needed
No training needed
Checks what arrived against the PO: short, over or wrong item.Working workflow
Available now: Compares the actual delivery rows you enter from checked goods or an original delivery note with the exact remaining purchase order. Shows short and extra quantities, wrong or ambiguous codes, supplier-pack differences and missing or mismatched actual weights. Keeps the original comparison with its delivery reference. Supports variants, batches, serials, fractional goods and finished kits.
Answers or suggests
No training needed
No training needed
No training needed
Opens a claim with the supplier for short or damaged items.Working workflow
Available now: Opens a supplier claim from a checked short delivery, a failed QC inspection or units your team marked damaged when receiving. The email lists the purchase order, receipt, product, quantity and value at the purchase order price, and asks for a credit note, replacement goods or a refund. StockChief follows each sent claim to the supplier’s reply, a credit note or replacement goods, and sends up to two reminders when nobody answers.
Not included
Not included
After you train it
No training needed
Adds photos of damaged boxes to the claim.Working workflow
Available now: Staff take photos of damaged boxes on the phone when receiving, on a delivery check or at a failed QC inspection. StockChief keeps each original JPEG or PNG unchanged, up to ten per delivery and 10 MB each, and prepares a smaller email copy. Up to three photos go with a supplier claim as attachments and stay with the claim record. Photos never decide damage or counts.
Not included
Prepares it; you approve
No training needed
No training needed
Prints labels and tells staff where to put each item away.Working workflow
Available now: After a receipt, prepares browser-printable product, batch, serial and bin labels (no printer driver) and a put-away list with a bin for each item: a taught bin, a bin already holding the product, or the nearest empty bin to packing. Staff confirm each put-away by scanning or tapping on the phone; the stock moves into that bin through an ordinary bin transfer that keeps its batch, serials, weight and cost. Growth confirms suggested bins until one is taught; Pro and Custom choose bins alone once routine work is on. Unclear bins, reserved stock and changed codes wait for a person.
Not included
After you train it
No training needed
No training needed
Sends arrived stock straight to waiting backorders.Working workflow
Available now: Routes posted, costed receipts and transfer arrivals to confirmed waiting orders by priority, including the remainder of partial shipments. Uses eligible dispatch warehouses, exact batches and serials, recorded stock units and actual weights, and the order’s captured kit components. A warehouse worker separately confirms physical picking and dispatch.
Not included
After you train it
No training needed
No training needed
Updates item cost with landed cost: freight, duty and fees.Working workflow
Available now: When a freight, duty, insurance or handling bill is posted for a recorded delivery, splits it over the goods by units, original cost or weight and moves it from expenses into their stock cost. Quantities and supplier balances stay the same. Pro drafts until you approve a bill of the same kind (supplier or carrier and cost type) and save a limit; Custom posts within your limit without an example. Over the limit, unmatched, unclear, foreign-currency and sold-goods bills wait for you. Posts are audited and undone by a reversing entry.
Not included
Not included
After you train it
No training needed
Tells sales and customers when a waited-for item is back in stock.Working workflow
Available now: When an item a customer waited for is back in stock and reserved, StockChief tells the person who handles that customer in Needs you: the salesperson who entered the order, else whoever enters this customer’s orders, else whoever manages sales orders. The customer gets one email per item saying it is reserved, never a date. The first email to a new business customer or a different address needs your approval; online shoppers are not held. Kits and lot or serial items are left to you.
Not included
Prepares it; you approve
No training needed
No training needed
Puts new stock on QC hold until it passes inspection, so it can't be sold early.Working workflow
Available now: Holds new supplier deliveries from the suppliers or products you choose, at one receiving location or all of them, until a person inspects them. Held units, batches, serial numbers and measured goods cannot be sold, reserved, picked, moved or offered on sales channels. A pass releases the goods. Failed goods stay held until they go back to the supplier or you approve a write-off.
Not included
After you train it
No training needed
No training needed
Orders & shipping20 duties
Orders & shipping: permitted control for each plan
Agent duty
Starter
Growth
Pro
Custom
Creates sales orders from customer emails and PDFs.Working workflow
Available now: Reads a known customer’s order email, PDF or spreadsheet: products by your code, their own code or a barcode, quantities, prices and the delivery address. Growth prepares the order for your approval. Pro and Custom create and confirm it through the normal order checks and stock reservations when everything matches, the address is on file and it is within your limits. A first order, a new address, a different price, an unclear line or an order over your limit waits in Needs you. One order per email, logged, with undo.
Not included
Prepares it; you approve
No training needed
No training needed
Repeats a customer's usual order from one sentence ("same as last month").Working workflow
Available now: Repeats a customer’s order from one sentence, in Ask or in their own email, in English, Spanish, French, German, Italian, Portuguese or Dutch (other alphabets are read in English first). “Same as last month” uses last month’s order, “last order” the latest, and “usual” the products in most of their recent orders; StockChief says which it used and prices it today. Growth prepares it for approval until you approve one for that customer or save a rule; Pro and Custom create and confirm it within your limits. A new customer, a new address or anything unclear waits for you.
Not included
After you train it
No training needed
No training needed
Checks each order for stock, credit, address and price problems.Working workflow
Available now: Checks each new, changed or confirmed order through the worker for four problems: stock it cannot fill after other orders, holds and protected stock; overdue invoices or a passed credit limit; a missing or incomplete address, or one that changed since the customer’s last order on business and staff-entered orders; and prices below cost, below the customer’s agreed price or further below list than your discount limit. Problems show on the order and in Needs you with the reason. It never changes or cancels an order.
Answers or suggests
No training needed
No training needed
No training needed
Holds orders for customers who are overdue.Working workflow
Available now: Holds a customer’s open orders when their invoices are overdue past your rule (days overdue, and an optional amount), so nothing on them can be confirmed, picked, packed or shipped. The hold, its reason and who placed it show on the order and in Needs you. It ends on its own when the overdue invoices are paid in full; a partial payment keeps it. A person with accounting access can release a hold or put it back, and every hold and release is audited.
Not included
Answers or suggests
No training needed
No training needed
Releases orders to the warehouse in the best pick order.Working workflow
Available now: Releases ready orders to each warehouse in the best pick order: your priority, the ship-by date, the carrier cut-off, then order age. Ready means the ship-from warehouse is chosen, the order is fully reserved there or in its bins (lots, serials and weighed goods too), the address is complete, there is no overdue-invoice hold and the stock is still there; others wait with the reason. Batch size follows your warehouse rule or its busiest shipping day. Growth proposes until taught; Pro and Custom release alone. Releases move no stock, are audited and undo until picking starts.
Not included
After you train it
No training needed
No training needed
Builds pick lists and pick waves by zone.Working workflow
Available now: Groups released orders into pick waves by zone: orders that add the fewest new zones go together. Each zone gets its own pick list in walking order, farthest bin first so pickers end near packing. Lots, serials and weighed goods name the exact reserved batch, serial or weight, or which to scan first, earliest expiry or oldest first. Waves follow your rule for each warehouse: most orders in a wave and the last time to start one. Growth prepares waves for a person to start until taught; Pro and Custom start them alone. Scans, packing and handoff stay with staff; waves undo until picking starts.
Not included
After you train it
No training needed
No training needed
Picks the cheapest shipping rate that still meets the promise date.Working workflow
Available now: For each packed parcel StockChief fetches current rates from every connected shipping account and picks the cheapest that arrives by the date promised on the order. Arrival is the carrier's date, or its transit days counted from its ship date or the day it quoted. Other currencies are never compared, and PO boxes only get postal services. Starter sees the suggestion and buys with one tap. Growth suggests until the owner approves one at that price or saves the rule, then chooses alone. Pro and Custom choose alone. A missing promise date or no timely rate stops and asks.
Answers or suggests
After you train it
No training needed
No training needed
Buys shipping labels (within your $ per label).Working workflow
Available now: Buys the label at the rate StockChief chose through the connected carrier account and the worker, within the owner's limits. Growth buys alone up to $25 a label or the owner's lower $ per label; Pro and Custom buy alone once the owner sets a $ per label; any 24-hour limit applies. Starter prepares each label for one tap. Over a limit, Ask me first, pause, observe or the first 14 days leave it for a tap, and a downgrade stops it before the carrier. Cancelling an order before handoff voids its unused label where the carrier can. Each purchase is logged and never repeated.
Prepares it; you approve
No training needed
No training needed
No training needed
Tells customers their order has shipped, with tracking.Working workflow
Available now: Emails the customer when a parcel leaves, with the carrier, tracking number and link: once a person records the carrier handoff, or the carrier first scans a label bought here. It goes out once through the connected mailbox. Starter approves each email with one tap. Growth, Pro and Custom send on their own once the owner turns it on; Ask me first, pause, watch-only and the first 14 days wait for a tap. Orders from a connected store are left to the store's own email unless the owner says StockChief tells them.
Prepares it; you approve
No training needed
No training needed
No training needed
Splits an order when part is out of stock and ships the rest.Working workflow
Available now: Splits a confirmed shipping order that is partly in stock by your rules: which customers or orders accept partial shipments, the least share or value worth sending now, and how many parts one order may go out in. The part set aside goes to picking through the normal pick list, kits only as whole kits, with batches and serials confirmed at picking. The rest waits on the same order until stock arrives and then ships the same way. The customer can be emailed. Every split is logged and can be undone until its box is packed.
Not included
Not included
After you train it
No training needed
Watches tracking and flags late or lost parcels.Working workflow
Available now: Watches every parcel that has left with a carrier, through carrier webhooks and, when a parcel goes quiet, by asking the connected shipping account. It flags parcels late against the promised date, stalled for three days, or reported lost, damaged, returned or held up, once each, on the order and in Needs you, until delivered or marked handled. Growth, Pro and Custom watch on their own; pause stops it, and watch-only and the first 14 days only flag. If the owner turns it on, customers are told about a delay: written for review, or sent on its own.
Not included
No training needed
No training needed
No training needed
Files carrier claims for lost or damaged parcels.Working workflow
Available now: Prepares a claim when the carrier reports a parcel lost or staff report a lost or damaged parcel for themselves or the customer, with the shipment, its value from the order and the evidence. Parcels insured through EasyPost are filed through its claim API; for other carriers you get the claim pack and the carrier’s claim steps. Each claim is followed until the carrier pays or denies it.
Not included
Not included
After you train it
No training needed
Manages backorders: who's waiting and what ships first.Working workflow
Available now: When stock arrives at a warehouse or frees up there, waiting orders get it in saved order priority, then needed-by date and order age. Orders with unclear customer or delivery details, credit holds, open picks or no dispatch warehouse wait for a person, as do kits and batch, serial or measured goods. Each allocation is logged and can be undone until picking starts.
Answers or suggests
Prepares it; you approve
No training needed
No training needed
Shares out scarce stock between orders by your priority rules.Working workflow
Available now: When open orders need more of a product than a warehouse has free, StockChief shares it by your rules: customer tier, promised date, order date or order priority, completing whole orders first or sharing across orders. Stock can move from a lower-ranked order nobody has started to pick, never from one being picked, packed or shipped. Unclear orders wait for a person, and each split can be undone.
Not included
Not included
After you train it
No training needed
Books freight pickups for pallets (LTL).Limited scope
Available now: Books LTL pallet pickups through your connected ShipStation API freight account and keeps the pickup confirmation and bill of lading with the packed shipment. The packing measurements fill the pallet form. Pallets over the standard LTL limits (96 inches a side, 2,500 pounds a pallet, 15,000 pounds a shipment) stop until a person confirms the carrier takes them, and are never booked by a rule. Hazardous freight is booked with the carrier directly. A quote in another currency stops and asks. Booking never moves stock.
Not included
Not included
Not included
No training needed
Creates standing and recurring customer orders on their schedule.Working workflow
Available now: Schedules daily, weekly or monthly customer-order drafts from a confirmed source and rechecks prices, address, authority and the chosen maximum for each occurrence.
Not included
After you train it
No training needed
No training needed
Takes pre-orders on incoming stock and fills them as soon as it arrives.Working workflow
Available now: Takes preorders from known customers through a private preorder page tied to an exact placed purchase order, within the quantity still coming, including decimal quantities and batch or serial goods. When a person posts the receipt, the arrived units are held for the preorders in the order they came in, so no other order can take them. Once all of a preorder’s units are here it is filled: the order is reserved and a shipping order goes to picking. If less stock will arrive, the preorders affected are flagged and you can email the customer.
Not included
Prepares it; you approve
No training needed
No training needed
Checks the ship-to address before buying a label.Working workflow
Available now: Checks the ship-to address before any label is bought, by a person or StockChief, on every plan, with the connected account's own address check. A label waits for a person when the address is incomplete, differs from the order, is called undeliverable by the carrier, or is a home address for a business customer. UPS, FedEx and DHL are never used for PO boxes. A person uses the suggested address or keeps theirs in one press; a format-only fix is applied on its own unless StockChief may not act alone. Every hold and answer is logged.
No training needed
No training needed
No training needed
No training needed
Prepares international paperwork: commercial invoice, HS codes and customs forms.Working workflow
Available now: For each packed international shipment, prepares the commercial invoice, packing list and customs declaration (CN 23 fields) from the packed goods, the sale’s prices and currency, measured parcels and your confirmed HS code, origin and net weight per product. Up to 100 lines and 50 parcels, kits, lot and serial goods included. A missing HS code, origin or weight, a value or weight that does not add up or a currency mismatch stop and ask in Needs you. It never classifies goods, files customs forms or buys postage; a person signs and submits them.
Not included
Prepares it; you approve
No training needed
No training needed
Plans delivery routes for your own vans.Working workflow
Available now: Builds a driver manifest from packed deliveries, measured loads, van capacities, driver shifts and customer delivery windows. Uses confirmed road times from a connected router or an imported road-time table. Stops that do not fit stay in review.
Not included
Not included
After you train it
No training needed
Customers, quotes & pricing17 duties
Customers, quotes & pricing: permitted control for each plan
Agent duty
Starter
Growth
Pro
Custom
Answers customer emails about stock, delivery dates and order status.Working workflow
Available now: Answers stock, delivery-date and order-status questions from current records for that customer. Gmail delivery in the original thread has been verified. Growth needs teaching for each topic. Pro and Custom can send without training within the authorized mailbox. Review unclear or unrecorded facts and first customer contact.
Not included
After you train it
No training needed
No training needed
Writes a quote from a customer's request in minutes.Working workflow
Available now: Writes a quote when a customer emails for one with product codes and quantities: your current prices, their terms and currency, the delivery address on file, valid for the days you choose, and emails it back from your customer mailbox. Pro asks you to approve until you teach it a customer, products and limit on an approved quote; Custom writes and sends alone within any lower limit. A first quote for a customer, a price the customer names, a new address or an unclear line waits for you.
Not included
Not included
After you train it
No training needed
Follows up on open quotes after the number of days you choose.Working workflow
Available now: Follows up once on each open quote after the number of days you choose, for one quote or every quote emailed through your mailbox, from the same mailbox. It says the quote was emailed, never that it was read. Growth sends alone only for customers, products and amounts you taught with a follow-up you sent; others wait in Needs you. Pro and Custom send alone within any lower limit. Acceptance, a newer revision, expiry, changed prices, contact or mailbox, or a follow-up you stopped means nothing is sent.
Not included
After you train it
No training needed
No training needed
Turns an accepted quote into an order.Working workflow
Available now: A buyer accepts an exact quotation revision through its private link. Growth approves one draft order. Pro and Custom can draft it without training under explicit owner authority. The order carries the accepted prices, discounts, taxes, payment terms and delivery.
Not included
Prepares it; you approve
No training needed
No training needed
Uses each customer's own price list, discounts and terms.Working workflow
Available now: Uses approved customer price tiers, discounts and payment terms for quotes and drafts. The agreed terms carry through fulfillment and invoicing. Measured quantities, recorded currencies and fixed or percentage deposits use their exact pricing basis.
Not included
No training needed
No training needed
No training needed
Suggests new selling prices when costs go up, to protect margin.Working workflow
Available now: Flags comparable cost increases from saved costs, posted receipts and matched supplier bills. Starter and Growth get one price suggestion. Pro and Custom can prepare an exact local catalogue price for individual owner approval.
Answers or suggests
Answers or suggests
Prepares it; you approve
Prepares it; you approve
Finds customers who stopped buying and drafts a check-in.Working workflow
Available now: Finds customers with two retained purchases, no open order and no shipment in 90 days. Pro learns from an individually approved private draft. Custom can draft without training under explicit owner authority. StockChief saves one draft and its purchase evidence for each inactive period.
Not included
Not included
After you train it
No training needed
Adds "customers also buy" items to quotes.Working workflow
Available now: Finds companions in orders that actually shipped both products. Starter gets one suggestion. Growth prepares a private quote revision for individual approval. Pro and Custom can add eligible companions without training to new matching quotes within the owner’s customer, warehouse, currency, products, quantities and added-value limit. StockChief uses current stock and native customer pricing, tax and selling units. The original quote stays in history.
Answers or suggests
Prepares it; you approve
No training needed
No training needed
Checks credit limits before big orders.Working workflow
Available now: Checks credit on the draft order before confirmation. Starter shows one suggestion. Growth, Pro and Custom automatically surface over-limit or incomplete checks and show the draft, unbilled commitments and open invoices against the saved credit limit.
Answers or suggests
No training needed
No training needed
No training needed
Sends a customer their account statement when asked.Working workflow
Available now: Sends a customer their account statement when they ask by email or you ask in Ask: one currency, reconciled to the books, with this month's activity and every open invoice in an attached PDF, only to their email on file. Growth asks you to approve until taught by a rule or a delivered statement you approved; Pro and Custom send alone. A first statement, Ask me first, an unknown sender, another customer named, another period or two currencies wait for you; pause, Watch only and the first 14 days only watch. An unchanged statement is never sent twice.
Not included
After you train it
No training needed
No training needed
Flags orders priced below cost or with a wrong discount.Working workflow
Available now: Flags orders with below-cost goods or discounts that differ from the latest saved quote. The owner can review the exact pricing revision, recorded units and posted fulfillment cost.
No training needed
No training needed
No training needed
No training needed
Takes orders by WhatsApp, SMS or a simple B2B order page.Working workflow
Available now: Takes customer requests on a private B2B order page. Pro learns from an individually reviewed, confirmed request. Custom can draft matching requests within your published limits without training. Page requests stay unconfirmed until you review them. SMS and WhatsApp require a configured Twilio number and live verification.
Not included
Not included
After you train it
No training needed
Answers stock and delivery questions in your website chat, inside your rules.Working workflow
Available now: Answers website visitors’ stock and delivery questions inside your rules, on Pro and Custom without training. You choose up to 1,000 whole-unit products, the locations whose stock counts, and whether visitors see exact numbers or only in stock, low and out of stock. It never shares costs, margins, suppliers, customers or payments; other questions are sent to your team and wait in Needs you. Embed it on your websites or read answers as JSON. Visitors and assistants have hourly limits, and every answer is audited. Starter and Growth are excluded.
Not included
Not included
No training needed
No training needed
Shows true net margin per item, channel and customer, after marketplace fees, shipping and returns.Working workflow
Available now: Shows true net margin per order, item, channel and customer: posted sales, returns and credits, minus product cost, fees and shipping. Fees come from your checked import or your fee terms for each channel; shipping from your import or the carrier labels and costs recorded on the order, return parcels included. A missing cost is shown as missing, never as zero, and currencies stay separate. Growth, Pro and Custom keep it current through the worker and flag low margins in Needs you. It never changes a price or posts money.
Answers or suggests
No training needed
No training needed
No training needed
Builds a clearance plan with the cash it should bring back. A person approves prices.Working workflow
Available now: Starter gets one suggestion. Growth, Pro and Custom build a clearance plan per item for stock nobody needs: up to three markdown steps, never below the recorded stock cost, with the units each step should sell, the cash it should bring back and when, next to recorded sales. You approve every price; it changes through the normal price path and the plan tracks posted sales and revenue against what it expected. Changed stock, cost or price stop it for a fresh plan.
Answers or suggests
Prepares it; you approve
Prepares it; you approve
Prepares it; you approve
Checks prices match across channels and flags minimum advertised price (MAP) breaks.Working workflow
Available now: Checks every channel's recorded price for each mapped item, from Shopify, Square, WooCommerce and other connected channels, against your catalogue price and your minimum advertised price (MAP) terms. Without a catalogue price it compares the channels with each other. Growth, Pro and Custom check every hour through the worker and flag MAP breaks and price differences in Needs you, clearing them when prices match. Old or missing channel prices are reported, never guessed. Changing a price always needs you; StockChief never writes one.
Not included
No training needed
No training needed
No training needed
Scores each customer's health and flags the ones buying less.Working workflow
Available now: Scores customer activity from comparable orders and product units actually shipped across two 30-day periods. Starter gets one suggestion. Growth, Pro and Custom get automatic owner notices when recent purchases decline.
Answers or suggests
No training needed
No training needed
No training needed
Suppliers & negotiation9 duties
Suppliers & negotiation: permitted control for each plan
Agent duty
Starter
Growth
Pro
Custom
Emails suppliers about orders, dates and questions.Limited scope
Available now: Requests a missing delivery date for a placed order and replies in the existing thread of a known supplier. Uses the authorized mailbox and checks current order and contact records. New suppliers, unclear facts, money and commitments wait for a person.
Not included
After you train it
No training needed
No training needed
Scores each supplier: on time, fill rate, price changes, errors.Working workflow
Available now: Scores suppliers from actual warehouse deliveries, due-line fill, recorded price changes and invoice errors. Starter receives one suggestion. Growth, Pro and Custom can schedule the scorecard without training.
Answers or suggests
No training needed
No training needed
No training needed
Spots supplier price increases on invoices and price lists.Working workflow
Available now: Compares verified supplier invoices and uploaded price lists with the approved PO or earlier trusted supplier price. Starter gets one suggestion. Growth, Pro and Custom surface higher comparable prices in owner review without training.
Answers or suggests
No training needed
No training needed
No training needed
Compares quotes from several suppliers for the same item.Working workflow
Available now: Compares current original supplier quotes for the same product, receiving site, quantity and currency. Shows goods rank, exact quoted delivery costs where recorded and links to the original. Growth reviews a draft. Pro and Custom can schedule comparisons without training.
Not included
Prepares it; you approve
No training needed
No training needed
Sends requests for quotes (RFQs) to several suppliers.Working workflow
Available now: Asks several suppliers for quotes when an item needs buying and you want competition: a new item, a purchase over your amount, or products or categories you name. Each RFQ states the item, quantity, needed-by date, delivery place and reply date. Replies in the RFQ’s format become quotations on their own; others wait for you to record them. Suppliers who do not reply get one reminder. Quotes are ranked side by side with links to the replies. It never accepts a price or places an order.
Not included
Not included
After you train it
No training needed
Drafts a negotiation email with your data ("you were late 6 times").Working workflow
Available now: Drafts a negotiation email to a supplier from your records for the last 12 months: late deliveries against the agreed date, short deliveries, price increases on invoices and price lists, cheaper current quotes from other suppliers and how much you buy. Each fact links to its evidence and other suppliers are never named. You edit the draft and send it through your mailbox. It never orders, accepts or changes a price.
Not included
Not included
Prepares it; you approve
After you train it
Switches to your backup supplier when the main one is out, or doesn't confirm in the days you set.Working workflow
Available now: Switches the saved reorder supplier for the exact product and receiving location after a current unavailability report or a placed purchase order misses your confirmation deadline. Shows the source and checks the backup price, pack, currency and goods-value ceiling before switching. Existing orders stay open for your team to resolve.
Not included
Not included
After you train it
No training needed
Keeps supplier lead times, MOQs and contacts up to date from their emails.Working workflow
Available now: Reads ordinary emails and attached files from known suppliers and keeps lead times, minimum orders, pack sizes, contact names and phone numbers up to date, with history and undo. A new order email address, prices, payment terms, unclear or conflicting details and changes over your limits always wait for you.
Not included
After you train it
No training needed
No training needed
Tracks supplier rebates and volume discounts so you claim them.Working workflow
Available now: Tracks rebate and volume-discount agreements you accept, entered by you or read from a supplier email, against matched purchases. Warns when you are close to the next tier and works out the rebate earned when the period ends.
Not included
Answers or suggests
No training needed
No training needed
Invoices, bills & payments13 duties
Invoices, bills & payments: permitted control for each plan
Agent duty
Starter
Growth
Pro
Custom
Reads supplier invoices and matches them to the PO and the receipt.Working workflow
Available now: Reads saved supplier originals from approved mailbox sources or uploads and matches each line to the purchase order and actual costed receipts. Covers packs, tracked variants, measured goods, kits, approved taxes and charges, partial receipts and linked credit evidence. Keeps originals and exact differences available. A paid document source is counted once.
Available now: Flags wrong quantities and prices, duplicate bills, unreceived goods and differences in exact identity, tax or charges. Shows the original beside current PO and receipt evidence, holds the affected invoice out of payment and rechecks it after a separately authorized correction.
Answers or suggests
No training needed
No training needed
No training needed
Disputes wrong invoices with the supplier.Working workflow
Available now: Disputes supplier invoices that differ from the order and receipts: a higher price, goods not received or billed twice, unagreed charges or extra tax. Each message lists the order line, agreed price, receipts, earlier invoices and the amount in question. The invoice stays out of the payment run until settled. Unanswered disputes get reminders. Replies, counter-claims, unclear evidence and anything over your limit wait for you. A corrected invoice or a credit note for the exact amount settles it after your approval. It never pays a supplier or accepts a new price.
Not included
Not included
After you train it
No training needed
Creates customer invoices when orders ship.Working workflow
Available now: Creates private printable customer invoices when native orders are physically fulfilled. Uses the existing posted invoice, exact products and variants, measured quantities, actual weights, kit components, lots and serials. Partial dispatches, payments and return credits prepare updated copies while preserving the originals. Currencies and recorded business dates stay exact. The owner sees queued, held and completed work and can print or save PDF. Sending, payments, refunds and physical confirmations have their separate controls.
Not included
After you train it
No training needed
No training needed
Sends payment reminders on your schedule.Working workflow
Available now: Sends payment reminders on your schedule: days before the due date, on it and days after, each step in its own words (yours, or a friendly, plain, gentle or firmer standard). Each uses the current balance, stops once the invoice is paid or the customer disputes it by email or you mark it, and stays within your balance limit. Growth drafts each due reminder for approval until one you approved is confirmed for that customer and mailbox, then sends alone; Pro and Custom send alone. A first B2B customer and Ask me first wait for you; pause, Watch only and the first 14 days only watch.
Not included
After you train it
No training needed
No training needed
Matches customer payments to invoices.Working workflow
Available now: Matches incoming credits from retained bank statements to issued invoices on a verified bank cash account. Uses allocations on the statement or in a separately confirmed customer remittance. Posts one receipt across the named invoices when the exact allocations account for the whole credit. An already posted receipt with the same verified reference is linked once. Unclear references, different currencies and uncertain amounts stay in review.
Not included
After you train it
No training needed
No training needed
Prepares the weekly supplier payment run. You approve and pay.Working workflow
Available now: Prepares the upcoming supplier payment review from posted bills and documented discount deadlines. Growth prepares a draft for you to approve. Pro and Custom prepare it automatically. You approve the review and pay each supplier.
Not included
Prepares it; you approve
No training needed
No training needed
Tracks supplier credit notes and makes sure they get used.Working workflow
Available now: Tracks original supplier credit notes, unused balances and shipped returns awaiting a note. Matches each credit to the posted supplier bill and prepares its exact application. Owner approval posts the credit to open bills, including a confirmed same-supplier alternate, and preserves tax, currency, return cost and the original note. Unclear sources or conversions wait for review.
Not included
Answers or suggests
No training needed
No training needed
Shows how much cash is tied up in stock, and what to free up.Working workflow
Available now: Shows recorded inventory value and identifies clearance candidates by SKU and location. It keeps stock needed for orders, transfers, rentals and replenishment out of the list and flags missing costs before decisions.
No training needed
No training needed
No training needed
No training needed
Prepares refunds and credits. A person always approves.Working workflow
Available now: Prepares refunds and credits; a person approves each one. Returns are credited from the return; a lower or overcharged price credits the exact goods, discount share and tax from the posted invoice line, never shipping; money paid beyond a shipped order, or held by an order cancelled after payment, is refunded in full. Approval posts the credit note: unpaid amounts lower the invoice, paid ones go back through the original payments, via Stripe or Sola on their exact confirmation, or as an instruction you pay and record. StockChief never pays money itself.
Not included
Not included
Prepares it; you approve
Prepares it; you approve
Catches early-payment discounts (like 2% off in 10 days) and puts them in the payment run.Working workflow
Available now: Finds valid early-payment discounts in posted supplier bills and includes upcoming deadlines and possible savings in the payment run. Starter gets one suggestion. Growth, Pro and Custom get an automatic in-app alert.
Answers or suggests
No training needed
No training needed
No training needed
Forecasts cash for 13 weeks: PO payments due vs money coming in.Working workflow
Available now: Forecasts thirteen weeks of expected customer receipts and supplier payments by currency using posted balances, purchase goods and recorded charges. Pro and Custom can run the full forecast without training. Growth receives one suggestion. Missing dates or prices stay visible.
Not included
Answers or suggests
No training needed
No training needed
Tracks purchase budget vs actual, by month and category.Working workflow
Available now: Compares monthly category budgets with posted supplier bill lines in the original currency. Growth, Pro and Custom flag category overspending in Needs You without training when monitoring is active. Starter offers one suggestion.
Answers or suggests
No training needed
No training needed
No training needed
Returns6 duties
Returns: permitted control for each plan
Agent duty
Starter
Growth
Pro
Custom
Creates a return (RMA) from a customer's return email.Working workflow
Available now: Turns a customer’s return email into an authorized return (RMA) with the order, items, quantities and reason. It checks the items actually left on that order and your return window and high-value limit. Unknown orders, items not on the order, late or high-value requests stop and ask in Needs you. Receiving the goods and refunds keep their own approvals.
Not included
After you train it
No training needed
No training needed
Sends the return label and instructions.Working workflow
Available now: For each authorized return whose goods went out by carrier, buys the cheapest current return label through your connected shipping account, collected from the address the order went to once its address check is clear, and emails the customer the label and return steps through your connected mailbox. Missing weight, an unconfirmed address, no rates or a first email to a new address stop and ask in Needs you.
Not included
After you train it
No training needed
No training needed
Decides restock, repair or scrap by your rules.Working workflow
Available now: Decides restock, repair or scrap for each returned product from the condition staff recorded, by your rules: the condition and, if you choose, the product, words in the return reason, the goods value, how long ago the goods left and the days left before the batch expires. The most specific rule decides. Restock and repair moves go through the return itself; repair goods stay unsellable until a person releases them. Scrap is a write-off and always waits for your approval.
Not included
Not included
After you train it
No training needed
Puts returned items back into stock after staff check them.Working workflow
Available now: After a person confirms the goods arrived, staff check each returned product on the phone. Products checked as good go back where they were sold from, through the return itself, with their batch, serials and cost. Growth prepares this for the owner to confirm; Pro and Custom do it on their own within the owner’s limit for good returns. Anything else stays held in quarantine for its own decision.
Not included
Prepares it; you approve
No training needed
No training needed
Sends faulty goods back to the supplier and tracks the credit.Working workflow
Available now: Prepares receipt-backed faulty-goods returns from verified supplier authorization. Pro learns from an individually completed return and posted credit. Custom can use explicit owner scope without training. A person confirms dispatch and approves each original credit note. StockChief tracks posted credits and what the supplier still owes.
Not included
Not included
After you train it
No training needed
Spots items and customers with high return rates.Working workflow
Available now: Compares physically received returns with fulfilled goods by SKU and customer, keeping stocking units separate. Growth, Pro and Custom can flag two or more separate physical returns above the inventory’s same-unit peer rate in Needs You. Starter shows one suggestion.
Answers or suggests
No training needed
No training needed
No training needed
Locations & warehouses9 duties
Locations & warehouses: permitted control for each plan
Agent duty
Starter
Growth
Pro
Custom
Shows stock across all locations in one answer.Working workflow
Available now: Answers with a product’s recorded on-hand total and exact locations, including nested bins and independent weights. Open transfer quantities, supplier consignment, and customer custody have their own lines. Available on all plans without training.
No training needed
No training needed
No training needed
No training needed
Suggests transfers to balance stock between locations.Working workflow
Available now: Balances owned locations using their stock targets, usable costed goods, customer commitments, transfer and other holds, and dated incoming. Supports exact lots, serials, measured quantities and independently recorded weights. A native request holds stock for separate approval and physical handling.
Answers or suggests
After you train it
No training needed
No training needed
Makes transfers on its own, under your unit limit.Working workflow
Available now: Requests and approves costed transfers within the owner’s approved routes and exact stocking-unit limit. Uses current targets, commitments, incoming supply and exact stock identities. Actual weighed goods and stocked kit components follow their recorded measures and recipes. Staff confirm picking, dispatch and receipt.
Not included
Not included
No training needed
No training needed
Sets reorder points per location.Working workflow
Available now: Sets a product’s reorder point and target at the authorized location using actual local sales, recorded lead time and exact stocking increments. Supports quantity, batch, serial and measured stock. The owner sets the maximum target in the product’s stocking unit.
Not included
After you train it
No training needed
No training needed
Picks the best warehouse to ship each order from.Working workflow
Available now: For each new or unassigned shipping order, picks the warehouse to ship from by the stock it really has free (after other orders, QC holds and protected stock), the distance to the customer and your warehouse priority and cost. Your rule decides when no single warehouse has it all: never split, or split when that ships sooner. The order and its reserved stock move there. It never changes an order being picked, asks when the address or facts are unclear, and every choice can be undone until picking starts.
Not included
Prepares it; you approve
No training needed
No training needed
Plans a re-slot: fast movers near packing, with a move list.Working workflow
Available now: Plans re-slots for each warehouse from 90 days of recorded picks, free stock, walking distance to packing and any checked bin fit. Each move goes to a closer empty bin in the same warehouse. An approved move reserves the stock in an ordinary transfer that staff pick, move and put away; unpicked moves can be undone. Pro approves each move or the whole list. Custom re-slots on a schedule within the owner’s move and unit limits. Batch, serial or expiry-tracked stock, reserved stock, stock being picked or counted, unchecked bins and over-limit moves wait for a person.
Not included
Not included
Prepares it; you approve
No training needed
Tracks stock at 3PLs and consignment locations.Working workflow
Available now: Keeps the stock your 3PLs and consignment partners count: ShipBob readings, a private feed link their system posts to, or their file you upload. Each count is kept as reported, with its time, and compared with what your records held there at that moment. Differences show on the partner page, the product page and in Needs you until a later count agrees or you explain them. Partner counts never change stock, ownership or value. Plans count on the lower number where a partner counted fewer units, and never add a partner's count to stock you own.
Not included
No training needed
No training needed
No training needed
Checks transfers arrived complete and chases ones stuck in transit.Working workflow
Available now: Checks dispatched transfers against physical receipts, loss and damage without training. Receiving staff see daily in-app follow-ups for assigned warehouses and can confirm they checked or record an actual arrival. Split receipts stay open for the exact remaining products, lots, serials and weights. A missing expected date is flagged separately. Physical receipt and write-offs retain their existing permissions.
Not included
No training needed
No training needed
No training needed
Rolls up stock across several companies or inventories.Working workflow
Available now: Custom keeps one view of all its inventories or companies up to date on its own every 15 minutes: stock by product, matched by code or barcode; low stock and stockouts; and stock value, open purchase orders and sales for each currency, never added together. Products whose codes, barcodes or units disagree are shown side by side to check, not added up. Each person sees only the inventories and figures their access allows, can open the product in each inventory, and can download Excel or PDF. A pause or Ask me first waits for the owner. Lower plans see the plan lock.
Not included
Not included
Not included
No training needed
Products & catalog9 duties
Products & catalog: permitted control for each plan
Agent duty
Starter
Growth
Pro
Custom
Finds duplicates, missing cost or weight, and bad SKUs, and fixes them in bulk.Working workflow
Available now: Finds duplicate products (same barcode, supplier code, SKU or name), missing purchase costs and weights, and SKUs with spaces or characters channels reject. Fills a cost from the latest receipt or supplier price, and a weight from a supplier file or other sizes, only when every source agrees; otherwise it asks. A merge moves channel listings and supplier terms to the product kept and archives the copy with its history; stock is never moved. Starter suggests, Growth drafts a bulk fix list, Pro acts once taught, Custom acts within a daily limit. Every fix is audited and can be undone.
Answers or suggests
Prepares it; you approve
After you train it
No training needed
Creates products from a supplier catalog or price list.Working workflow
Available now: Creates products from a catalog or price list (CSV, spreadsheet or PDF) of a supplier you already have. New lines are created by the import with SKU, name, options, pack, cost and supplier link. Products you have are found by barcode, supplier code or SKU apart from capitals and spaces, linked and never duplicated; their cost and price stay. Missing facts, a name-only match and a changed supplier price or terms wait for you. Growth drafts the list for approval. Pro and Custom create exact lines on their own outside the first 14 days, Watch only, a pause and Ask me first. Audited and undoable.
Not included
Prepares it; you approve
No training needed
No training needed
Writes product titles and descriptions for each sales channel.Working workflow
Available now: AI writes private titles and descriptions for each sales channel from recorded product names, exact variants and optionally approved full descriptions. Choose store, marketplace, social or wholesale style, language, tone, format and length. Complete catalogs are paged internally. Source quotations and an independent grounding review protect factual claims. Shows queued, writing, review and failed states, estimated and exact credits, and complete CSV output. Product records and publication keep their separate owner decisions.
Not included
Prepares it; you approve
No training needed
No training needed
Fills missing barcodes, weights and sizes from supplier data.Working workflow
Available now: Fills empty barcode, weight and size fields from approved supplier columns or a complete specification or safety reading. Keeps leading barcode zeros, exact product identity, original units and existing values. Saves exact fractional grams and millimetres and preserves them in native parcel measurements. Conflicting sources, uncertain identity, shared barcodes and ambiguous pack or carton measurements wait for review.
Not included
Prepares it; you approve
No training needed
No training needed
Builds sizes and colors (variants) from a spreadsheet.Working workflow
Available now: Builds catalogue variants from exact supplied SKU and option cells. Reads linked product and variant worksheets, regular rows, named option pairs and wide SKU columns. Review each source row, download the original and results, and use exact recorded product codes to extend existing variant families.
Not included
Prepares it; you approve
No training needed
No training needed
Suggests categories and tags for new products.Working workflow
Available now: Gives new products a category and tags by fixed rules: one category in the product's own supplier file, or at least two similar products (same brand, supplier, material or name words) that all agree. Tags come from its own brand, material and file tags and tags all similar products carry. Growth, Pro and Custom set clear ones on their own within a daily limit you can change or stop; the rest wait as suggestions linking the similar products. Pause, the first 14 days, Watch only and Ask me first keep them waiting. Every change is logged and can be undone.
Not included
No training needed
No training needed
No training needed
Retires discontinued items and points staff to the replacement.Working workflow
Available now: Retires a product when a checked supplier notice says so, when you mark it, or when its stock has not sold for the days in your dead-stock rule. It is never reordered again, the stock left is sold down (with a clearance plan whose prices you approve), and with none left and no open work it is archived and set to zero on your sales channels. Staff see the replacement on the product page, in order entry, on orders and pick lists, and in Ask. Open purchase orders and mismatched facts stop it; you decide any write-off. Logged and undoable.
Not included
Not included
After you train it
No training needed
Reads an import file and maps the columns.Working workflow
Available now: Reads an import file and maps its columns from known headings, checks the values in every row fit each meaning, and reuses a mapping you approved for the same export, also when only the date in its name changes. Values that do not fit, or a column only the AI reader could place, stop the import until you answer. A column it does not know stops it mapping on its own and asks; approving keeps it as a product detail. Starter proposes the mapping for you to confirm. Growth, Pro and Custom map on their own, with an audit entry, outside the first 14 days, Watch only, a pause and Ask me first.
Prepares it; you approve
No training needed
No training needed
No training needed
Keeps units straight: case vs each, kg vs lb.Working workflow
Available now: Converts saved supplier purchase units to exact stock units, including supported case and weight conversions, without posting stock.
Not included
No training needed
No training needed
No training needed
Documents, email & photos9 duties
Documents, email & photos: permitted control for each plan
Agent duty
Starter
Growth
Pro
Custom
Reads supplier price lists and updates costs (asks if over 5%).Working workflow
Available now: Reads a supplier's price list in any format the price-list page accepts (spreadsheets, PDFs, documents and confirmed scans) and updates that supplier's future cost when the supplier, product and unit match exactly. Changes over 5%, or over the owner's lower limit for a supplier, wait for a person. Pro learns a supplier after one approved change and a saved limit; Custom needs no teaching. Unclear rows stop and ask, and an update can be undone until the cost changes again.
Not included
Not included
After you train it
No training needed
Reads spec sheets and safety sheets and saves the key facts.Working workflow
Available now: Reads complete original spec and safety PDFs, Word files, UTF-8 text, photos and scans, including mixed image/text pages and Word notes. AI extracts ordinary product specifications and safety facts in their original language and units, with exact page quotations. Saves verified facts on the exact native product and variants. Conflicting, absent or uncertain values stay for review; source claims do not establish compliance. Complete CSV and originals remain available after downgrade. Resource failures stop the whole reading without silently dropping source pages.
Not included
Prepares it; you approve
No training needed
No training needed
Reads bills of lading and customs papers and links them to the PO.Working workflow
Available now: Reads complete original bills of lading and customs papers from uploads, saved attachments or earlier filings. Preserves each page and the original file. Exact printed PO numbers link the source to native purchase orders. The review shows page quotations for purchase orders, shipment references, containers, carriers and customs details.
Not included
Prepares it; you approve
No training needed
No training needed
Watches a shared inbox and sorts every email: order, invoice, question, junk.Working workflow
Available now: Sorts new mail in connected Gmail and Microsoft 365 mailboxes by orders, invoices, questions, junk and other business mail. The Sorted mail view shows the reason and opens the original business message or private set-aside envelope. Mailbox checks pick up from the last completed page.
Not included
No training needed
No training needed
No training needed
Reads handwritten count sheets and delivery notes.Working workflow
Available now: Reads handwritten count sheets and delivery notes from photos, HEIC/TIFF scans and multipage PDFs. Retains originals, document/PO references, written quantities, units, variants, lots, serials and dates. Every extracted field can be corrected without changing the original. Uses 100 AI credits and one document per complete file; a failed reading refunds both. Counts need physical approval; delivery notes fill a PO receiving approval using its recorded packs and approved costs. Unclear readings need human confirmation.
Not included
Prepares it; you approve
No training needed
No training needed
Counts boxes and reads labels from a shelf photo.Working workflow
Available now: Counts visible boxes from a saved shelf photo and reads literal case and shelf labels separately. Highlights uncertain boxes and covered areas. The original and all corrections stay available, with 100 AI credits and one document per completed reading. A photo observation can inform a separately confirmed physical count.
Not included
Not included
Prepares it; you approve
After you train it
Does the paperwork from a voice note ("3 boxes of X just came in").Working workflow
Available now: Turns a short voice note into a receipt, a count, a transfer or a stock correction. StockChief transcribes it and matches the spoken products, quantities, locations and purchase order to your records, converting boxes through recorded packs; anything unclear waits in Needs you. Each posts through its own service: receiving, the physical count with its stock value, or an approved transfer that holds the stock. A person confirms every receipt, write-off and count difference over your limits. Lots, serials and weights use the purchase order’s voice note page.
Not included
Prepares it; you approve
No training needed
No training needed
Files every document on the right PO, order or product.Working workflow
Available now: Finds exact purchase orders, customer orders and products from new originals in an approved mailbox scope. Preserves the complete original, the quoted record references and the filing history. You can also check a saved attachment or upload an original yourself. Unclear or conflicting references and scans need your review.
Not included
No training needed
No training needed
No training needed
Reads contracts and pulls out prices, terms and end dates.Working workflow
Available now: Reads complete PDF, Word, text and scanned contracts into private prices, currencies, units, payment conditions, notice periods and end-date facts beside literal original quotes. Retains every source section and original file; unclear, conflicting or OCR-derived facts need owner review. Uses 100 AI credits per complete file and one new document, reusing a paid mailbox source receipt. Failed readings refund the new credits. New prices, terms and financial records still need separate approval.
Answers or suggests
Answers or suggests
No training needed
No training needed
Forecasting & planning8 duties
Forecasting & planning: permitted control for each plan
Agent duty
Starter
Growth
Pro
Custom
Forecasts demand for each item, with seasons.Working workflow
Available now: Forecasts every product each day from its own confirmed orders and recorded sales, and tests each method on held-out days. With a year of history it follows yearly and weekday patterns. Each week's forecast is scored against what then sold. On Growth and up the forecasts drive the reorder list and the daily reorder point check. You can keep any product on plain sales history.
Answers or suggests
No training needed
No training needed
No training needed
Plans stock for a promotion or sale and drafts the POs.Working workflow
Available now: Plans stock for a promotion or sale and drafts the purchase orders, one per supplier. Start from a recorded promotion, which gives its name, dates and products, or enter them yourself, with your extra demand percentage for the promotion days. It uses 90 days of warehouse issues, current promises, dated incoming orders and each supplier’s packs and minimums. Pro reviews each plan and draft. Custom can prepare each supplier’s draft alone within your goods-value limit. Prices never change; approval, sending and payment stay with you, and a draft can be undone.
Not included
Not included
Prepares it; you approve
No training needed
Forecasts new products using similar items.Working workflow
Available now: Forecasts each product added in the last 90 days from similar items with the same units and at least eight weeks of sales, chosen by you or by explicit rules: the same product, category or brand first, then a selling price within 25% and matching details. The similar items' own forecasts carry their seasons, and the new product's early sales count more each day. With no clear similar item it stops and asks you to choose one.
Not included
Answers or suggests
No training needed
No training needed
Plans ahead for holidays and supplier shutdowns (e.g. Chinese New Year).Working workflow
Available now: Plans stock for holidays and supplier shutdowns such as Chinese New Year. Enter the checked dates once for one or more suppliers; with no SKU codes it plans every product each supplier mainly supplies that sold here lately, and lists products missing supplier terms. It covers demand until the next delivery from warehouse issues, promises and dated incoming orders, in whole packs. Growth suggests. Pro and Custom keep plans current and, within your goods-value limit, prepare each draft before the last order date. Approval, sending and payment stay with you; a draft can be undone.
Not included
Answers or suggests
No training needed
No training needed
Spots trends early: an item suddenly selling faster.Working workflow
Available now: Checks every product each day: its last 14 days of confirmed orders and recorded sales against its own forecast from the history before them. A change of three standard deviations, at least 1.5 times faster on three or more sale days or half as slow, is a trend. One unusually large order is left out as a one-off. Trends go to Needs You, and while one lasts planning follows the recent pace until it eases or you dismiss it.
Answers or suggests
No training needed
No training needed
No training needed
Answers "what if" questions ("what if sales go up 20%?").Working workflow
Available now: Answers five what-if questions from your records, using the run-out calculation: sales up or down by a percentage; selling prices changing, with how far sales could fall and earn the same; supplier costs changing, with the price that keeps today’s margin; a supplier’s deliveries taking more or fewer days, with what runs out and the extra stock to cover it; and losing a supplier, with products that have no other supplier and orders that would not arrive. Each compares today with the what-if case per product, on the page and in Ask. It never guesses how customers react and changes nothing.
Not included
No training needed
No training needed
No training needed
Sets safety stock by how often you can afford to run out.Working workflow
Available now: Each day, after the forecasts, sets safety stock for every stocked product and location from your target for its A, B or C class: a percentage of reorders without running out, or how many times a year you can afford to run out. It uses how far sales stray from the forecast, how late deliveries came against their promised dates and the recorded lead time. The reorder point builds on it. Missing facts hold the change with the reason. Every change is logged and can be undone.
Not included
Prepares it; you approve
No training needed
No training needed
Shows when each item will run out, and what running out costs.Working workflow
Available now: Every day, on every plan, works out when each item runs out: free stock after open orders and backorders, against the demand forecast day by day and purchase orders with a delivery date. It shows the next delivery, the gross margin lost each day without stock (selling price less cost) and in total before the delivery, and how many open customer orders would wait. Items that run out before their next delivery go to Needs You, ranked by that cost. Overdue or undated deliveries are listed but not counted.
No training needed
No training needed
No training needed
No training needed
Reports & questions14 duties
Reports & questions: permitted control for each plan
Agent duty
Starter
Growth
Pro
Custom
Answers any question in plain words, in any language.Working workflow
Available now: Ask in your language and get plain answers without training. StockChief uses the current records you are allowed to see, keeps exact quantities and identifiers, and labels general explanations separately. It uses the saved answer language unless you request another one. Model-based answers use AI credits. The default fast answers to exact record questions can run without a model.
No training needed
No training needed
No training needed
No training needed
Shows the records behind every answer.Working workflow
Available now: Every Ask answer that read records links to them: the list or review filtered the way the answer counted (who owes you, orders placed in the period, the same report run again) and up to twelve of the records themselves. Answers joined from several reads, the agent’s checked answers and reports keep their links. Each person sees only pages their role may open, so costs and money stay with those allowed to see them.
No training needed
No training needed
No training needed
No training needed
Builds a report from one sentence.Working workflow
Available now: Builds a report from one sentence on every plan and shows the sentence with a live preview; nothing is saved or emailed until you press Save report. A saved report keeps the exact definition and runs it again on current records, on your schedule. A sentence it cannot build is refused with sentences you can build here, and a source your plan does not include shows the plan. Reports use no AI credits.
No training needed
No training needed
No training needed
No training needed
Emails reports on a schedule.Working workflow
Available now: Emails scheduled reports at the local time you choose. Existing schedules can keep delivering to your account email. Set up report emails from a connected mailbox to include an Excel or PDF attachment and choose team members who have access. StockChief checks the current schedule and recipients before sending each slot once.
No training needed
No training needed
No training needed
No training needed
Sends a briefing: what happened and what needs you.Working workflow
Available now: Delivers the previous business day's briefing on its own at the time you choose (7:00 every day until you choose; with Monday to Friday, Monday's covers the weekend): what happened (stock receipts, issues, transfers, adjustments, finished and verified work) and what needs you (approvals, late orders, shipments and invoices, stock-outs and low stock). It shows in Needs you and is emailed from the mailbox you choose to the people you choose, each with their own Needs you list. The email waits during the first 14 days, pause, Watch only and Ask me first, where you can send it from the page.
No training needed
No training needed
No training needed
No training needed
Explains changes ("why did margin drop in March?").Working workflow
Available now: Explains why sales, gross profit, cost of goods or stock value changed between two months, for the business or one item, channel, customer or warehouse, on the page and in Ask. It splits the change into volume, mix, selling price, cost per unit, discounts, returns and other postings, or the stock roll-forward, adding up exactly, each linked to its records. Cost changes link to receipts, landed costs and supplier price increases; write-offs, channel fees and likely stockouts are shown too. After each month ends it flags changes of 20% or more in Needs you.
Not included
No training needed
No training needed
No training needed
Month-end stock value and cost of goods report.Working workflow
Available now: Makes the month-end stock value and cost of goods report after each month ends: for each location, opening value, received, cost of goods sold, counts and adjustments, written off, transfers and closing value, from the stock records, leaving out later postings. Totals are checked against Inventory in your books; postings only in the books are listed and any difference is flagged in Needs you until a later check clears it. Download it as Excel or PDF. Closing the month in your books stays with you.
Not included
No training needed
No training needed
No training needed
Board or investor pack with charts.Working workflow
Available now: Custom builds a board or investor pack as a PDF with charts: six months of sales, gross profit and margin, cash tied up in stock, days of supply and stock turns, the best items, and problems from the records (write-offs, count differences, a books difference, overdue invoices, items out of stock), with a short commentary written only from those numbers. Each currency has its own pages. Download it any time, keep a copy, or choose a day each month and StockChief builds the pack for the month that just ended and tells you in Needs you.
Not included
Not included
Not included
No training needed
Exports any answer to Excel or PDF.Working workflow
Available now: Exports Ask answers, records, tables, work documents and conversations to Excel, PDF or CSV. Only the person who asked can download them. When the download font cannot display the text, choose Print or save as PDF to use your browser’s fonts.
No training needed
No training needed
No training needed
No training needed
Monthly ROI report: hours saved (counted from real actions) and $ caught vs your plan price.Working workflow
Available now: Makes the ROI report for each month that ends, on every plan. Hours saved count each finished agent task times your own timed minutes, or StockChief's standard minutes marked as estimates. Money caught lists each amount with its record: supplier credits from claims, disputes and returns, applied credit notes, rebates, claim refunds, corrected invoices, duplicate invoices stopped, freight saved and proven stock-outs avoided. Both are compared with your plan price, each currency apart. The worker tells you in Needs you, and by email when alerts are on. Excel and PDF downloads.
No training needed
No training needed
No training needed
No training needed
Stock health report: turns, GMROI and days of supply per item.Working workflow
Available now: Shows stock turns, gross margin return on inventory (GMROI) and days of supply for each item at each location, over up to the last 90 days, from the stock value records, posted sales and cost of goods, and stock on hand. Bins count with their warehouse. When goods carry no cost or the records disagree, the money ratios are withheld. Growth, Pro and Custom check every item each day on their own and flag in Needs you up to five that earn back less than they cost to hold. Starter gets one suggestion.
Answers or suggests
No training needed
No training needed
No training needed
Forecast accuracy, fill rate and on-time-in-full, for customers and suppliers.Working workflow
Available now: Shows how close StockChief's saved weekly forecasts came to what sold (MAPE and bias, per product and overall; weeks with no sales and stock-out weeks counted apart), and fill rate and on-time-in-full for customers, from orders against shipments, and for suppliers, from purchase orders against receipts. Orders without a promised date are left out and counted. Growth, Pro and Custom keep the month so far and the last month current on their own each day and keep each month's figures. Download it as Excel or PDF, or read it in Ask.
Not included
No training needed
No training needed
No training needed
Supplier review pack you can send to the supplier each quarter.Working workflow
Available now: After each calendar quarter StockChief prepares a review pack for every active supplier with orders placed in that quarter: each order line, what arrived by the quarter end, whether it arrived in full by the promised date, and the fill rate, with only that supplier’s own orders. It keeps the PDF and sends it to the supplier’s email from your connected mailbox, once per supplier and quarter. A missing supplier email, no mailbox, or two mailboxes with none chosen stops that pack and asks in Needs you.
Not included
Not included
No training needed
No training needed
Year-end stocktake and valuation pack for your accountant.Working workflow
Available now: After each year end you saved, StockChief makes the workbook for your accountant: the valuation method, closing stock value from your books, the year’s stock value changes by location with write-offs and write-downs, approved counts with their differences, and signed-off stocktakes; unapproved counts are left out. It keeps it and emails it to your accountant from your mailbox once per year. A missing email, no mailbox, or two with none chosen stop and ask in Needs you; books that differ from stock records wait for you.
Not included
No training needed
No training needed
No training needed
Alerts & monitoring8 duties
Alerts & monitoring: permitted control for each plan
Agent duty
Starter
Growth
Pro
Custom
Low stock and stock-out alerts.Working workflow
Available now: Alerts you on its own, on every plan, when a product falls to its reorder point, or to your own alert level when it has none, and when it runs out. StockChief checks through the day, turns a low-stock alert into a stock-out and clears it when stock recovers. Alerts show on the alert page and in Needs you. Choose a connected mailbox and new alerts are emailed to you. Emails wait during the first 14 days, pause, Watch only and Ask me first; with Ask me first you can send them yourself.
No training needed
No training needed
No training needed
No training needed
Watch rules in plain words ("tell me if any Nike item drops under 20").Working workflow
Available now: Watches what you describe in plain words, on its own on every plan: any item, or a brand, category, supplier, location or tag, for stock under, over or out, a selling price change, sales above or below a number over a day, week or month, or a batch expiring within some days. It reads the rule without guessing, shows how it read it and asks back when a name or number is unclear. It checks rules through the day and alerts in the app, in Needs you and by email, like stock alerts. Rules count against your plan's rule allowance; Starter gets 5.
No training needed
No training needed
No training needed
No training needed
Late POs, late shipments and overdue invoices.Working workflow
Available now: Alerts you on its own, on every plan, to purchase orders past their expected date with goods still to come, customer orders not shipped by the date promised, shipped parcels past their delivery date, and customer invoices and supplier bills unpaid past their due date. Each alert carries its date, follows changes, is reminded daily and clears when goods arrive, the order ships or is delivered, or the invoice is paid. Alerts show on the page and in Needs you, and are emailed to you from the mailbox you choose. Emails wait during the first 14 days, pause, Watch only and Ask me first.
Available now: Alerts you on its own, on every plan, when a channel shows more of a product than you can sell (after orders, protected stock, holds and your channel buffer) and when a channel's sync is paused, needs a new sign-in, failed, went quiet or stopped sending orders, or a stock update failed. It checks through the day and clears each alert once fixed. Alerts show on their page and in Needs you, and are emailed from the mailbox you choose; emails wait during the first 14 days, pause, Watch only and Ask me first, where you can send them yourself.
No training needed
No training needed
No training needed
No training needed
Cost and margin alerts: cost up, margin under your %.Working workflow
Available now: Alerts you on its own, on Growth, Pro and Custom, when a cost rises by your percentage or more: the saved purchase cost, the cost of goods received with their freight and duty, or a supplier's new price waiting for review. It also alerts when gross margin, before fees and shipping, falls under your percentage for an item, a category or a sales channel. Costs in different currencies are never compared. Alerts clear when no longer true, show in Needs you and are emailed from your mailbox; emails wait in the first 14 days, pause, Watch only and Ask me first. Starter is excluded.
Not included
No training needed
No training needed
No training needed
Unusual activity: big adjustment, changes at night.Working workflow
Available now: Alerts you on its own, on Pro and Custom, to activity that looks unusual in the last seven days: a stock correction or selling price change over your limit or three times what is usual for that product, one person making your number of changes or deletions in a day or three times their usual, and anything changed in the hours you watch. Logins are not recorded, so they are not checked. Nothing is blocked. Alerts are audited, show in Needs you and are emailed from your mailbox; emails wait in the first 14 days, pause, Watch only and Ask me first.
Not included
Not included
No training needed
No training needed
Passes an alert to the next person if no one answers.Working workflow
Available now: On Pro and Custom, once you choose how many hours to wait, passes any alert or approval in your Needs you that nobody answers to the next person on its own: the team member with the right permission and enough approval limit, least senior first, then back to you. Each person gets the same wait, sees it in Needs you and gets an email from your mailbox; "I'm on it" or dealing with it stops it. Purchase signatures keep their own window. Passing on waits in the first 14 days, pause, Watch only and Ask me first, where you can pass an item on yourself. Every step is audited.
Not included
Not included
No training needed
No training needed
Sends alerts by push, SMS or email: you choose per alert.Limited scope
Available now: Sends alerts by text and push as well as email, on every plan; you choose for each kind of alert, including items passed on and approvals. Each person confirms their mobile number with a texted code and turns push on in each browser. Alerts go to you; passed-on items and approvals go to whoever has them. Texts and push wait in the first 14 days, pause, Watch only and Ask me first, where you can send them yourself; each is checked again before it goes out and never sent twice. Live sending needs the server's Twilio account and push keys.
No training needed
No training needed
No training needed
No training needed
Team & approvals8 duties
Team & approvals: permitted control for each plan
Agent duty
Starter
Growth
Pro
Custom
Needs you: one list of every decision, approve similar ones in one tap.Working workflow
Available now: Needs you is one list of every decision: purchase orders, transfers, returns and prepared changes waiting for approval join the rest, and below Pro they all go to the owner. Similar approvals for the same person (same kind and supplier, route or location, each within that person's limits) are approved or declined in one tap; each still goes through its own service and checks, and any that fail stay with the reason. Two-person approvals and Ask conversations are decided one by one. No groups in the first 14 days or Watch only.
No training needed
No training needed
No training needed
No training needed
Lets you approve from email or phone.Working workflow
Available now: Sends each approval waiting in someone's Needs you to them once, by email, text or push as you choose, on every plan, with its own link. Opening it approves nothing; the person signs in and sees it as it is now. Purchase orders, transfers, second purchase signatures and suggested QC holds approve with one tap, checked again against the person's permission, limit and any change since they looked; each is audited and recorded once. Other approvals open their own page. Sending waits in the first 14 days, Watch only and Ask me first.
No training needed
No training needed
No training needed
No training needed
Sends each approval to the right person by role and amount.Working workflow
Available now: Sends every waiting approval (purchases, stock adjustments and write-offs, refunds and credits, landed costs, supplier prices, transfers, returns) to one person: the owner's rule first ("refunds over $500 go to Sarah"), else the team member with its permission, the whole inventory and the lowest limit that covers it, else the owner. Limits are checked again on approval. The first 14 days, Watch only, pause and Ask me first keep everything with the owner. Each reviewer is audited.
Not included
Not included
No training needed
No training needed
Gives staff tasks (count this shelf, pick this order) and checks they're done.Working workflow
Available now: Gives staff tasks of every main kind: pick this order or wave, put away this receipt, inspect this delivery held for QC, move stock to the right bin, and count this shelf. Each task goes to a team member who can do that work and reach its warehouse, shows on their phone and in Needs you, and is checked off only when the work’s own record shows it done: the wave scanned, the put-away confirmed, the inspection recorded, the move scanned, the count saved. Tasks past their due time are flagged to the owner and the person. The owner can assign, decline or withdraw any task.
Not included
Prepares it; you approve
No training needed
No training needed
Writes step-by-step SOPs from how your team really works.Working workflow
Available now: Writes step-by-step procedures for receiving, picking, dispatch, counting and customer returns from how your team really works: the scans, QC checks, put-aways, phone counts and return decisions recorded around each completed example. A step done in most examples becomes a step, in the order staff did it; rarer ones become notes. Nothing is invented: with no recorded examples, nothing is written. You can edit the staff text, and go back to an earlier staff version.
Not included
Prepares it; you approve
No training needed
No training needed
Answers staff "how do I…" questions inside the app.Working workflow
Available now: Answers staff “how do I…” questions inside the app on every plan, from the in-app guide. Each answer fits the person’s role, permissions and warehouses and the work the plan includes, and links to the page where the work is done. It covers counts, receiving, sales, transfers and purchasing, and the newer work: pick waves, put-aways, delivery checks, bin moves, staff tasks, team procedures, the daily team summary, customer returns, purchase requests, stock alerts, the yearly stocktake and pausing StockChief. Ask uses the same guide.
No training needed
No training needed
No training needed
No training needed
Daily team summary: who did what, and what's late.Working workflow
Available now: Writes a daily team summary on its own after each business day, from the records: who did what (stock receipts, shelf positions counted, pick lines scanned, put-aways confirmed, adjustments, bin moves, inspections, returns and staff tasks done, by person), what is late now (staff tasks past their time, customer orders and purchase orders past their dates, other overdue records) and the exceptions (shortages, put-aways into another bin, failed inspections, counts that differ, refused scans). It shows on its page and in Needs you, and is emailed from the mailbox you choose.
Not included
No training needed
No training needed
No training needed
Logs everything it did and why, with undo where possible.Working workflow
Available now: Keeps one log of everything StockChief did on every plan: what it did, why, the rule, limit or approval that allowed it, and its evidence in the audit trail. Undo is one tap where nothing changed since, through the job’s own undo; sent emails, bought labels, orders sent to suppliers, moved stock and posted money show how to correct them. Pro and Custom export the log; Custom also reads it through the API.
No training needed
No training needed
No training needed
No training needed
Integrations & channels9 duties
Integrations & channels: permitted control for each plan
Agent duty
Starter
Growth
Pro
Custom
Watches Shopify, Amazon, eBay and Woo sync and fixes common errors.Limited scope
Available now: Watches the sync with Shopify, WooCommerce, BigCommerce, Square and Clover and fixes the common errors: it renews a sign-in before it runs out, tries a stock update again after the channel asked it to wait, matches a channel product to the one product with the same SKU code or barcode (with undo), sends a failed stock update again while the channel still shows the last checked count, and registers a lost order webhook again. A refused sign-in and anything else wait for you. Starter suggests each fix. StockChief has no Amazon or eBay connection.
Answers or suggests
No training needed
No training needed
No training needed
Sets stock buffers per channel so you never oversell.Limited scope
Available now: Keeps whole units, or a share of the stock, back from what each Shopify or WooCommerce channel may sell, to reduce overselling while the channel catches up. StockChief works each buffer out from how fast the product sells elsewhere on its busiest day and how far behind the channel can be. With your rule for a channel, Growth drafts the buffers for approval and Pro and Custom set them on their own up to your limit; bigger ones wait for you. A buffer you set yourself is left alone, and changes can be undone. StockChief has no Amazon or eBay connection.
Not included
Prepares it; you approve
No training needed
No training needed
Sends invoices and bills to QuickBooks or Xero.Limited scope
Available now: Sends open customer invoices and supplier bills to QuickBooks or Xero as invoices and bills, from the date you choose, built from their own books entries and checked against what the books show. Their journals then carry only what the documents do not, so nothing is counted twice. A missing link to a customer, supplier, account, tax code or QuickBooks product stops and asks. A document already in the books under the same number is linked only when it matches exactly, and an unclear send is never repeated until a person checks the books.
Not included
Not included
After you train it
No training needed
Handles EDI orders, ship notices (ASN) and invoices with big retailers. Pro: paid add-on.Limited scope
Available now: Reads each retailer’s EDI orders (850) into customer orders, then sends the acknowledgment (855), a ship notice (856) as each shipment leaves and the invoice (810) once the order is fully shipped and invoiced, through the EDI provider interface. Each retailer is set up once with its customer, warehouse, currency and largest order. An unknown retailer, an unmatched item or unit, a retailer change or a record that no longer matches stops and asks in Needs you. Every document is saved before it leaves and audited, never sent twice. Retailer certification and live network acceptance remain open.
Not included
Not included
EDI add-on · No training needed
No training needed
Sends orders to your 3PL and reads their stock and shipping back.Limited scope
Available now: Sends each order confirmed for a warehouse your 3PL runs to that 3PL, then reads its shipping back: each shipment it marks shipped becomes a StockChief shipment with the carrier and tracking number, so stock leaves and the invoice follows. Stock the 3PL reports shows with partner stock and is read again hourly. A missing fact, a shipment that does not match what was reserved or has no tracking, and a lost answer stop and ask; nothing is sent or recorded twice. ShipBob’s sandbox and any 3PL with the same adapter shape work; live 3PL qualification remains open.
Not included
Prepares it; you approve
No training needed
No training needed
Reads your Gmail or Outlook and drafts replies.Working workflow
Available now: Prepares replies to email from known customers and suppliers in your connected Gmail or Outlook, from your records. A reply goes from the mailbox the email came to, in the same conversation. Unknown senders, money, commitments such as dates or cancellations, first emails to someone, attachments, unclear conversations and email another job answers always wait for you. With two mailboxes, nothing goes on its own until you choose one.
Not included
Prepares it; you approve
No training needed
No training needed
Answers you in Slack, Teams or WhatsApp.Limited scope
Available now: Answers you and your staff in Slack, Microsoft Teams or WhatsApp, on Pro and Custom without training. Each person links their own Slack or Teams user with a one-use code, or the mobile number they confirmed for alerts. Answers are private and use that person’s own permissions, so costs reach only roles that may see them; the owner can also read agent reviews. Nothing is changed from a chat; change requests get a link to StockChief. Every answer is audited. Starter and Growth are excluded.
Not included
Not included
No training needed
No training needed
Starts jobs from your other systems (API) and sends webhooks.Working workflow
Available now: Custom starts a registered Agent review, saved report, playbook or routine from another system using an owner-issued API token. Every routine checks its current plan, mode and limits. An idempotency key prevents duplicate starts. Signed webhooks report the result, and the audit trail identifies the API client.
Not included
Not included
Not included
No training needed
Moves your data in from your old system on day one.Working workflow
Available now: Moves your data in from your old system’s CSV and Excel exports: products, stock by location with value, suppliers, customers, open purchase and sales orders (sales orders unconfirmed), unpaid invoices and bills, and opening books. An unknown table, unreadable value or missing total stops and asks. Records are checked against the export’s totals and every saved balance against the records; a difference stops and asks. Growth drafts the plan; you approve and open the inventory. Pro and Custom do both on their own when all matches, outside the first 14 days, Watch only, a pause and Ask me first.
Not included
Prepares it; you approve
No training needed
No training needed
Lots, expiry & recalls7 duties
Lots, expiry & recalls: permitted control for each plan
Agent duty
Starter
Growth
Pro
Custom
Warns before stock expires and suggests where to sell it first.Working workflow
Available now: Warns before batches expire, using the warning days you set for every product, a category or one product (30 days if you set none), in the app, in Needs you and by email from your connected mailbox. Each warning shows where to sell first: orders due before it expires, other locations with orders, the channels it is listed on, and a clearance plan for what will be left. Picks take the soonest expiry first. Emails wait during shadow mode, pause, Watch only and Ask me first.
No training needed
No training needed
No training needed
No training needed
Picks oldest or soonest-to-expire first (FIFO / FEFO) when reserving.Working workflow
Available now: Reserves exact FIFO receipt layers or FEFO lots and serials within every native allocated location of a confirmed customer order, including variants, kits and measured goods. Protects other orders, transfers and accepted physical picks. Missing age, expiry, cost or actual independent weight needs evidence. Reservations change no stock or value; people confirm the exact physical goods separately.
Not included
Prepares it; you approve
No training needed
No training needed
Traces a recall in minutes: which customers got which lot.Working workflow
Available now: Finds the customers, quantities and original sales or custody records for an exact lot. Covers warehouse and supplier-direct orders, kit components, rental and outgoing consignment, including goods later returned.
No training needed
No training needed
No training needed
No training needed
Blocks recalled or expired lots from being shipped.Working workflow
Available now: Blocks recalled or expired batches on every way out: picks and shipments, transfers to another location, the quantity offered on sales channels, kit components, rentals and consignment. Only a write-off or a return to the supplier takes them out. A person places a recall; releasing one always needs a person and a reason, and both are audited. Open transfers and reservations that still name a blocked batch show in Needs you. Blocks hold in every mode, including pause and shadow mode.
Not included
No training needed
No training needed
No training needed
Shows a serial number's full history.Working workflow
Available now: Shows recorded receipts, both legs of transfers, issues, supplier-direct dispatches and returns for an exact serial, ordered by time and linked to the original product or order.
No training needed
No training needed
No training needed
No training needed
Links certificates (CoA, safety sheets) to lots and flags missing ones.Working workflow
Available now: Preserves original certificates of analysis and safety sheets and links them to exact native SKUs and lots. Required evidence is checked against business-local expiry dates for recorded warehouse, serialized and supplier-direct lots. Missing or expired certificates appear in Needs You. Original bytes and link history stay available after downgrade.
Not included
Prepares it; you approve
No training needed
No training needed
Prepares audit and compliance reports.Working workflow
Available now: Prepares a compliance report for any period from your records: where each batch came from and went, recall decisions and who received recalled batches, expiry write-offs, stock adjustments with who and why, stocktake sign-offs and quality checks. Each report is frozen and downloads as Excel or PDF. Growth drafts each report for you to finalize. Pro and Custom produce them weekly or monthly on their own. A stock removal with no recorded reason, shadow mode, pause or Ask me first leaves the report as a draft for you.
Not included
Prepares it; you approve
No training needed
No training needed
Trust & safety9 duties
Trust & safety: permitted control for each plan
Agent duty
Starter
Growth
Pro
Custom
Shadow mode: for 14 days it only watches, then shows what it would have done and saved.Working workflow
Available now: For a new account's first 14 days StockChief only watches. Reorders, transfers, counts, count lists, credit and delivery holds, payment reminders and tracking emails record what they would have done, with amounts. A report shows the orders it would have placed, the stockouts it would have prevented (from your stock records) and the money it would have caught. When the 14 days end, Needs you asks you to switch on automatic work per area or for everything, or keep watching. Switched-on areas get your plan's highest mode; the rest keep watching, and spending still needs your limits.
No training needed
No training needed
No training needed
No training needed
Shows how sure it is on every action, and asks when it isn't sure enough.Working workflow
Available now: Every purchase order, transfer, count posting and tracking email shows how sure StockChief is: high, medium or low, with reasons from the facts that action checks: prices and stock, missing facts, earlier orders, counts and delivered emails. When a required fact is missing or does not match it is low and always asks. You choose whether it may act on its own when fairly sure or only when very sure; below that it asks instead. The level shows on the review pages, in Needs you and in Ask.
No training needed
No training needed
No training needed
No training needed
Gives you a data health score on day one, with a fix list.Working workflow
Available now: Gives a data health score from 0 to 100 on day one, worked out by the worker after each import, once a day and when you ask. Every active product is checked for a usable SKU, a unique barcode, a purchase cost, a weight, not being a duplicate, a supplier, a reorder point, stock not below zero and a count in the last year, with the result for each check. A fix list puts the most urgent first and links to where each fix is made, mostly the bulk fixes for product data. The score shows on its own in Needs you and on its page on every plan, also while StockChief only watches.
No training needed
No training needed
No training needed
No training needed
Pauses itself if spend or volume looks unusual (circuit-breaker).Working workflow
Available now: Pauses all automatic work on its own when today’s automatic activity is far above a usual day: purchases, transfers, labels, emails to suppliers and customers, changes routines carry out (refunds and credits, stock, landed costs, orders), and price and cost changes, by count, kind and money, against the last 28 days. It tells the owner at once in Needs you and by alert email, during the pause. Only the owner resumes, after confirming the review, and the resume is audited. Nothing trips in the first 14 days or Watch only.
Not included
No training needed
No training needed
No training needed
Vacation mode: sends approvals to a deputy while the owner is away.Working workflow
Available now: While the owner is away, every approval that would wait for them goes to their deputy when the deputy may approve it: purchases, transfers, returns, stock changes and write-offs, refunds and credits, landed costs and supplier prices, similar ones in one tap, and a second signature unless the deputy gave the first. Their own permissions and limits apply. Owner-only approvals and private Ask decisions stay with the owner. The first 14 days, Watch only and pause delegate nothing. On return Needs you hands back what was decided.
Not included
No training needed
No training needed
No training needed
Hides costs and margins from roles that shouldn't see them.Working workflow
Available now: Costs need purchasing or accounting access; margins, profit and stock value need accounting access, on every plan. Pages, report pages and their PDF and spreadsheet downloads, count worksheets and their CSV, the monthly ROI email, alerts passed to someone else, Needs you and Ask all follow it; the owner keeps every figure. Growth and above show who sees what by role.
Not included
No training needed
No training needed
No training needed
Daily "what I did" digest, with one-tap undo.Working workflow
Available now: Writes a daily “what I did” digest on its own on Growth, Pro and Custom. It lists each action with a one-tap undo or how to correct it, opens in Needs you and is emailed from your chosen mailbox. The email waits during the first 14 days, pause, Watch only and Ask me first, where you can send it from the page.
Not included
No training needed
No training needed
No training needed
Needs two people to approve anything over the $ you set.Working workflow
Available now: Two different people, each allowed to approve it, must approve anything over the owner's amount: purchase orders, refunds and credits, stock adjustments and write-offs, and landed-cost postings from any page or routine. Anything in another currency, or whose amount is unknown, also needs two. Each approval is bound to the exact amount, so a change needs fresh approvals, and the same person twice counts once. The second approval goes to the next eligible person's Needs you; where only the owner may post, the owner posts last.
Not included
Not included
No training needed
No training needed
Suggests what to automate next each month, with the hours it would save.Working workflow
Available now: Finds repeat approved purchase regroupings each month and estimates future review time from owner timing samples. Teaching the matching rule clears the suggestion.
No training needed
No training needed
No training needed
No training needed
Training & playbooks8 duties
Training & playbooks: permitted control for each plan
Agent duty
Starter
Growth
Pro
Custom
Follows rules you write in plain words ("always split POs over $10k"). Starter: up to 5.Working workflow
Available now: Write a rule in plain words. StockChief reads it without AI as a watch alert, a reorder point or buffer, an always or never supplier rule, combining or splitting draft purchase orders, or who approves what over an amount. It shows exactly what the rule will do and saves it only when the owner confirms, through that kind's own service and the shared rule allowance. A rule that needs a higher plan names that plan. Words it cannot read exactly are refused with the reason and examples. Supplier rules steer reorders and stop to ask when no allowed supplier is left.
No training needed
No training needed
No training needed
No training needed
Learns from your approvals and stops asking about what you always OK.Working workflow
Available now: Notices when you approve the same routine five times in a row without a change, for every job your plan trains, and offers to stop asking: draft routines, releases, waves, transfers, put-away, bin moves, QC holds, count sheets, reorder points, slow stock, catalogue fixes, retirements, supplier dates, claims, quotes and returns, van routes, check-ins, order pages and invoices. You confirm once and it saves that job’s own rule, within what you approved and your limits. Never for what always needs a person, under Ask me first or Watch only, or in the first 14 days.
Not included
No training needed
No training needed
No training needed
Suggests a new rule when it sees you fix the same thing again and again.Working workflow
Available now: Suggests a rule when you make the same fix three or more times in 30 days: stock corrected at one warehouse (a recurring blind count), the quantity raised on draft orders to one supplier (that supplier’s minimum order), the same stock moved between two locations (keep it stocked at the destination), or the same reorder suggestion declined (a lower reorder point). Each rule comes from those records, shows what it would have done, and counts toward your rules once accepted. Price changes are never suggested.
Not included
No training needed
No training needed
No training needed
Tests a new rule on past data first and shows what it would have done.Working workflow
Available now: Replays a new rule on your last 90 days of records before it is switched on and shows what it would have done: reorder points and alerts against stock levels, stock protection against outgoing stock, supplier terms against past orders, transfer and purchase limits against past transfers and orders, counts against past corrections, and taught routines against past approvals. The test changes nothing and is kept with the rule when you switch it on.
Not included
No training needed
No training needed
No training needed
Learns each customer's and supplier's habits.Working workflow
Available now: Learns each customer's habits from confirmed orders: how often, usual weekday and size, and whether they are due to order. Learns each supplier's from completed deliveries: usual lead time and its spread, on-time rate, and short or over deliveries. Shows them on the customer and supplier pages. A product with no deliveries of its own and no owner lead time plans and dates new orders with the supplier's usual lead time instead of the promise. No limit or setting changes, and this waits in the first 14 days, Watch only and pause.
Not included
No training needed
No training needed
No training needed
Reads your SOP documents and follows them.Working workflow
Available now: Reads supplied PDF, Word, text and scanned procedures into ordered original quotes, then follows them. Each clause that matches a rule kind exactly becomes a rule you confirm, one by one or all at once; it keeps its link to the clause, counts toward your rules and then applies on its own. Staff steps, unclear or scanned words and anything without an exact rule are kept for people with the reason. Ask can walk through a procedure. 100 AI credits and one document per reading; failed readings refund both.
Not included
Not included
No training needed
No training needed
Runs your custom playbooks (multi-step jobs), on a schedule too.Working workflow
Available now: Runs your playbooks in order, by hand or every day or week. A step can be a review or work from another job, such as slow stock steps, product data fixes or freight costs, done through that job’s own limits. Each step is checked before the next; the run stops and asks in Needs you when a step fails or leaves work for a person, then continues where it stopped. Scheduled runs keep to the first 14 days, pause, Watch only and Ask me first.
Not included
After you train it
No training needed
No training needed
Remembers how each manager likes their reports and approvals.Working workflow
Available now: Remembers how each Custom manager likes their reports and approvals: report dates, rows and download format, the order and first filter in Needs you, grouped or one-by-one approvals, the channel approvals reach them on and the hour for new scheduled reports. It learns from that manager’s own repeated choices, never from anyone else’s. A choice on a page always wins, and every preference shows where it came from and can be reset.
Not included
Not included
Not included
No training needed
You stay in control: payments, refunds, price changes, physical receipts, write-offs, large count changes, new suppliers and authority increases still need the human approvals required by the workflow. Lower limits you set always win.
Add more when you need it
Monthly add-ons renew separately from your main plan. Each paid month of credits or documents is available for that add-on’s billing period.
5,000 additional AI creditsStarter, Growth, Pro, Custom$49/monthAwaiting usage cost review500 additional documentsStarter, Growth, Pro, Custom$49/monthBilling setup pending5 additional locations and 1 inventoryStarter, Growth$29/monthBilling setup pendingEDI with big retailersPro$299/monthBilling setup pending
How limits, usage and connections work
A product can have many variants. Each active combination of up to three options counts as one SKU. Option names and values are yours to choose. One product with 10 variants and 100,000 units counts as 1 product and 10 SKUs. There is no plan-based cap on units of stock; quantity precision and exact-value safeguards apply.
Products, SKUs, people, inventories, connections, usage and storage are shared across the account. Warehouses, bins and custom roles are counted per inventory. Pending invitations occupy a person slot. Archived records retain their history and stored data. Row allowances apply per import; file-size and format limits also apply. Use CSV for the largest imports. Storage measures uncompressed business data and original attachments in decimal GB, excluding shared indexes, backups and service telemetry.
AI Work Credits pay for AI work. Incoming email processing counts unique accepted messages; outgoing sending counts recipients; Connected Operations count committed external business changes. Ordinary browsing, manual work, polling, API pagination and provider retries do not consume Connected Operations. An AI question costs 20 credits and AI mapping for an imported file costs 100 credits. Agent reports and alerts use no credits. Its email or external action uses the separately listed allowance. API requests and delivered webhooks have their own resource allowance, with no automatic overage billing.
Shipping postage and merchant card fees are billed by your connected provider. Customer payment connections are included on paid plans where production-supported and require provider setup. Check each provider's supported operations and availability. Custom ERP connections require agreed mappings and qualification; an integration category does not promise every vendor or operation.
Upgrades unlock after confirmed payment and start a new billing month. Eligible downgrades start at the end of your paid term. Existing records and accepted credit grants are preserved. A qualifying subscription refund cancels renewal, provides 30 days of read-only export access, then deletes workspace data. Read the subscription terms.