Product Catalog

4,287 active products • Last synced 15 minutes ago

Clients

892 active accounts

GP ID	Company Name	Account Owner	Payment Terms	Credit Limit	Orders (30d)	Revenue (30d)	Status

Automation Reports

Performance metrics for the last 30 days

1,247

Total Orders Processed

↑ 23% vs last month

94.2%

AI Accuracy Rate

↑ 3.1% improvement

78%

Full Auto-Submit Rate

↑ 12% vs last month

8s

Avg Processing Time

↓ from 12 min manual

Daily Order Volume

Order Resolution

78% Auto-submitted

16% Quick review

6% Manual decision

AI Accuracy Trend

Top Decision Types

Settings

General
AI & Automation
Integrations
Notifications
Users & Roles

General Settings

Configure basic application behavior

Default Site ID

The GP site used for new orders

Order Number Prefix

Prefix for auto-generated GP order numbers

Default Salesperson

Assigned when no match is found

Time Zone

Used for order timestamps

AI & Automation

Control how the AI processes and routes orders

Auto-Submit Threshold

Orders above this confidence level submit automatically

95%

Auto-Submit Enabled

Allow high-confidence orders to bypass human review

Learn from Corrections

AI improves based on human edits and decisions

Distributor Auto-Select

Automatically choose lowest-cost in-stock distributor

Minimum Match Confidence

Products below this threshold require manual review

70%

Integrations

Manage connections to external systems

ConnectWise Manage

Ticket ingestion and order receiving

✓ Connected

Great Plains (GP)

Sales Transaction Entry and customer data

✓ Connected

AbeTech Portal API

Product catalog and client data

✓ Connected

ScanSource Feed

Distributor pricing and inventory

✓ Connected

BlueStar Feed

Distributor pricing and inventory

✓ Connected

AvaTax

Automated tax calculation

✓ Connected

Notification Preferences

Control when and how you receive alerts

New Order Alerts

Notify when new orders arrive in queue

Decision Required Alerts

Notify when an order needs human input

Auto-Submit Confirmations

Notify when orders are auto-submitted to GP

Error Alerts

Notify on extraction failures or GP errors

Weekly Summary Email

Send weekly performance digest

Users & Roles

Manage team access and permissions

Name	Email	Role	Last Active
Rick Segal	rsegal@abetech.com	Admin	Now
Sarah Chen	schen@abetech.com	Reviewer	10 min ago
Todd Jacobs	tjacobs@abetech.com	Reviewer	1 hour ago
Amanda Johnson	ajohnson@abetech.com	Order Entry	30 min ago
Benjamin Zilmer	bzilmer@abetech.com	Reviewer	Yesterday

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Product Catalog

Clients

Automation Reports

Daily Order Volume

Order Resolution

AI Accuracy Trend

Top Decision Types

Settings

General Settings

AI & Automation

Integrations

Notification Preferences

Users & Roles

✅ Ready to Submit to Great Plains

Original Purchase Order