Categories / Operations & Inventory
Cin7 AMA AI: GoNano diagnoses stock issues in ~30 seconds vs 1–1.5 hours
A roof-products maker now finds stock discrepancies in 30 seconds instead of an hour or more by asking Cin7's AI assistant in plain English.
- Task
- replace Excel/email/Google Forms inventory with real-time stock answers and B2B ordering
- Result
- inventory discrepancy diagnosis ~30 seconds vs 1–1.5 hours; year-end reporting hours → minutes; ~"a couple hours per order" coordination saved; doubled contractor network to 400+ in ~18 months without proportional back-office headcount; six fewer back-and-forths per order via portal workflow
- Tools
- Cin7 (B2B Portal, QuickBooks sync, AMA Ask-Me-Anything AI agent)
- Setup
- contractors order via B2B Portal → auto notify accounting → payment confirms production → shipping + tracking synced → QuickBooks handles quotes/estimates/orders → ask AMA for stock/mix/forecast questions with graphs + source links
Step-by-step setup guide
Step-by-step setup (paths from Cin7 Core Help)
Step 1. Open AMA. Click Ask AI in the navigation or the AMA icon in the header. Try a sample question first.
Step 2. Ask about stock. For example: "Stock of [SKU] across all warehouses, least to most." Switch between the chart and table tabs and export the table as CSV.
Step 3. Drill in with the suggested follow-ups (by location, date, customer). Start a New Chat for an unrelated topic.
Step 4. Use it for year-end. Ask for revenue by product group or top customers instead of building spreadsheets.
Step 5. Give feedback. Thumbs up or down on answers helps tune it.
Copy-paste questions
Which active products had zero sales in the last 30 days? Include current stock, category and supplier, sorted by stock descending, as a table.
Which sales orders are overdue past their planned ship date as of today? Include customer names.Sources
- Cin7: GoNano. Credit: Joel Stark, GoNano (vendor-published).
- Setup paths: Cin7 Core Help: AMA "Ask Me Anything".
Results as reported by the source; not independently verified. Community-sourced from public sites and attributed to the source platform. Original author? Ask us to correct or remove it. Read the disclaimer.