Flag pricing exceptions
Extensions checks quotes against your approved pricing rules and reports anything that falls outside them.
Your team: Reviews exceptions and decides next steps.
Find open orders with no hauled tickets in the selected period.
Flag matching orders for review and prepare a summary.
Repeat the review after approval.
Tell the assistant what the workflow needs to do in plain language. It builds the steps and logic for you.
Perform a dry run to see any actions an Extension would take using your Fastweigh data. Review the results before anything changes. If the dry run finds a problem, Extensions flags it and helps you fix it before you move forward.
Review the results, fix anything that needs attention, and approve the workflow when it is ready.
Extensions checks quotes against your approved pricing rules and reports anything that falls outside them.
Your team: Reviews exceptions and decides next steps.
Extensions identifies the correction each quote needs and prepares it for approval.
Your team: Reviews and approves each change.
Extensions approves quotes that meet the rules and holds the exceptions for review.
Your team: Reviews exceptions only.
Extensions checks quotes awaiting review and applies approved pricing rules before billing. Each run includes a change report.
Your team: Reviews the run history when needed.