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AI agent for warehouse managers

Construction Material Delivery Reconciliation Agent

Every delivery reconciled to its order.

Construction Material Delivery Reconciliation Agent: what goes in, what the agent does and what you get

What it does

Materials delivered to site do not always match what was ordered, and a wrong product installed is expensive to remove. This agent compares each delivery slip with the purchase order. It matches item identity, specification code, size and quantity, and records every difference as a discrepancy. Similar product names are never treated as approved substitutes; only a substitution in the approved register counts. It photographs or reads the labels when the slip is unclear, then prepares a reconciliation packet for site logistics, who decides whether to accept, reject or hold the delivery. The agent never accepts goods itself. Edge case: a short delivery is recorded as a partial, and the open quantity stays on the order.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Delivery received 2 USES A TOOL Read the delivery slip and labels 3 USES A TOOL Match items to the purchase order 4 CHECKS THE RESULT Do specification codes and quantities match? If not: check the substitution register and record adiscrepancy. Back to step 3. 5 DOES Prepare the reconciliation packet 6 YOU APPROVE Site logistics accepts or rejects 7 USES A TOOL Update open quantities on the order 8 RESULT Delivery reconciliation
Read the steps as a list
  1. Delivery received
  2. Read the delivery slip and labels
  3. Match items to the purchase order
  4. Do specification codes and quantities match?If not: check the substitution register and record a discrepancy. Back to step 3.
  5. Prepare the reconciliation packet
  6. Site logistics accepts or rejectsThe agent waits here for your OK.
  7. Update open quantities on the order
  8. Delivery reconciliation

How it decides

It matches by specification code, not name.

  • Similar names are not substitutes unless the register says so.
  • Short deliveries are recorded as partials.
  • Every difference becomes a discrepancy line.
  • The agent never accepts goods on its own.

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Which fields must match (default: item, spec code, size, quantity)
  • Quantity tolerance (default 0%)
  • Approved substitution register to check
  • Who decides on acceptance (default: site logistics lead)
  • Supplier notification template

What keeps you in control

It always asks you first

  • Accepting substitutions
  • Supplier claims

Hard limits

  • No substitution acceptance.

It stops when

  • Done: reconciled.

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA delivery of 120 insulation boards arrives on September 8 for PO 4471. The slip shows spec code PIR-100 instead of PIR-120, and only 110 boards. The check fails on both. The agent checks the substitution register, finds no approval, and records two discrepancies. Site logistics rejects the wrong boards, and the agent updates the order with 120 boards still open.

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