AI Order Summary

Overview

The AI Order Summary feature helps buyers quickly review and understand vendor-submitted order reports. It uses AI to generate concise, structured summaries that highlight the most important details, saving time and ensuring nothing gets overlooked. This functionality standardizes report reviews, making it easier to communicate findings, prepare for client updates, and make faster decisions.

Generating an AI Order Summary

Description

Buyers can generate an AI-powered summary of vendor-submitted order documentation. This summary organizes key details into four areas: scope of work, key findings, recommendations, and report date. It also highlights any discrepancies between an order report and form, if applicable.

Step-by-Step Instructions:

1. Open the order that needs review.

   1. Navigate to the order in your dashboard. The order should include either an order report, a form, or both.

2. Locate the “Generate AI Order Summary” button.

   1. This button appears on all vendor-fulfilled orders and is visible to buyers.

3. Click the button to begin generating the summary.

   1. Once clicked, the button text will update to Generating AI Order Summary and a loading spinner will appear. You may navigate away from the page during this process—it will continue running in the background.

4. Review the generated summary.

   1. When the process is complete, the summary will display in an expandable section. The summary includes:

      1. Scope of Work

      2. Key Findings

      3. Recommendations

      4. Date of Report

      5. Discrepancies (if any)

5. Share and collaborate.

   1. The summary is visible to all buyers with access to the order. Colleagues can review and use the same summary for decision-making.

Note:

If you need to request vendor revisions, a fresh summary can be generated once updated reports are submitted.

Providing Feedback on the Summary

Description

To help improve AI performance, buyers can give feedback on generated summaries using a simple thumbs-up or thumbs-down option. This feedback ensures summaries continue to get better over time.

Step-by-Step Instructions:

1. Scroll to the bottom of the summary.

   1. You’ll see a feedback section labeled How did we do?

2. Select a feedback option.

   1. Click the thumbs up if the summary is accurate and useful.

   2. Click the thumbs down if the summary needs improvement. You may be prompted to provide additional context, such as requesting a more concise summary.

3. Save your response.

   1. Once submitted, your feedback is recorded and cannot be changed. Multiple team members can submit feedback for the same summary.

Troubleshooting AI Order Summaries

Description

In rare cases, the AI generation may fail. When this occurs, the system provides a clear error message so you can retry.

Step-by-Step Instructions:

1. Check for an error message at the top of the page.

   1. If the summary fails to generate, an alert will display.

2. Click the Try Again button.

   1. This will restart the summary generation process.

3. If the issue persists, refresh the page and repeat the process.

   1. Ensure that the order documentation is complete before retrying.

Notes:

• Summaries are designed to remain concise and actionable.

• You can generate a new summary after vendor revisions are submitted.

• The feature saves time, standardizes reviews, and ensures faster decision-making.