YP AI Logo
Wholesale & distribution

Attach the right documents to every delivery

Checks each supplier certificate of analysis when the batch arrives, then attaches the specs, SDSs and CoAs each customer requires. Quality releases batches, your team releases shipments.

A warehouse full of pallets
YP×
When
When a CoA arrives or a shipment is prepared
Systems
NetSuiteSharePointOutlook
Mode
Checks and attaches. Quality releases each batch
Problem

Each customer wants different documents. One needs the spec and SDS with every quote, another a CoA for every batch delivered. Someone finds the current version of each document, checks it and attaches it by hand.

What it does

YP knows which documents each customer requires. It checks each supplier CoA against the agreed spec when the batch arrives. At quote or shipment it attaches the current spec, SDS and batch CoA each customer requires.

How it works

See exactly how the work gets done.

The work starts at goods receipt, a quote or a shipment. A supplier CoA at goods receipt, a draft quote or a shipment that is ready in NetSuite starts the run.

Each supplier CoA is checked before the batch is released. The CoA values are compared with the agreed spec at goods receipt. A value out of spec, an outdated SDS or a missing CoA goes straight to quality.

YP applies the document requirements of each customer. Your customer records say which documents are needed, in which language, and whether that applies per quote or per batch.

YP finds the current version of each document. Specs and SDSs come from your document library in SharePoint, and CoAs are matched to the batch number.

Your own people release every batch and every shipment. Quality releases each batch, and your order desk releases each shipment with its documents.

The outcome

Each customer gets the documents they asked for, in the current version. Every CoA can be found by batch.

01
Every CoA checked

Against the agreed spec when the batch arrives

02
3 documents attached

Spec, SDS and batch CoA, as each customer requires

03
Quality releases batches

Your order desk releases each shipment

For your numbers

YP checks every supplier CoA and attaches the documents each customer requires, so shipments leave without paperwork delays and out-of-spec batches stop at receipt.

How it runs

Designed for enterprise.

Private

Runs on your infrastructure. Drawings, prices, client and claims data never train a model.

Explainable

Not a black box. An AI auditor checks that every task was done as intended and proposes improvements.

Traceable

Every value links to the document, rule or record it came from. Every step is logged. A named person approves anything that leaves the building.

Your systems

Works in your ERP, CargoWise, policy system, GIS and file shares. Nothing is replaced.

Not sure where to start?

Put AI to work on your most complex workflows.

Frequently asked questions