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Catch item pricing and stock problems before they cost margin
For operations teams who want Business Central items checked for pricing, stock and setup problems, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics 365 Business Central, pick your AI tool and paste the prompt.
The problem
Item data mistakes quietly eat your margin
Items priced below cost, items with no price, negative inventory and blocked items that customers still order all cost money. Finding them means filtering and sorting the item list again and again.
Without PopdockAI
- Sort items by price and cost to spot gaps
- Filter for negative inventory
- Cross check blocked items against open orders
- Repeat it all next month
With PopdockAI
- Every item is tested for pricing, cost and stock problems
- Missing vendors, reorder points and barcodes are flagged
- Blocked items with demand show the affected sales orders
- You get a table per rule, and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Audit item records, optionally only category `{item-category-code}`, and list the ones that break the rules below.
Pass `{company}` as the company argument on every call. If `{company}` is empty, leave the company argument out so the connector's default company is used.
**Step 1: Items**
Call `business-central-get-item` with max-records 1000, and item-category-code when given.
**Step 2: Rules**
* Priced below cost: unit-price below unit-cost, or below last-direct-cost
* No price: unit-price 0 on an item that is not blocked
* No cost: unit-cost and last-direct-cost both 0 with inventory above 0
* Negative inventory
* No vendor-number on an Inventory type item
* No reorder-point on an Inventory type item that has sales orders
* Blocked with demand: blocked true and quantity-on-sales-order or quantity-on-purchase-order above 0
* Missing gtin, when most items in the set have one
**Step 3: Demand on blocked items**
For each blocked item with demand, call `business-central-get-sales-transaction-line` with number set to the item number to list the orders affected.
**Step 4: Report**
A count per rule, a table per rule (item, description, the failing values) and the orders tied to blocked items.
**Rules & Guidelines:**
* This prompt is read-only. Do not call any tool named business-central-create-* or business-central-update-*, in particular not `business-central-update-item`. The user can change prices with the update-item-prices prompt.
**Validation:**
* If no item breaks a rule, say so.Who it's for
One answer, three teams that use it
Inventory managers
Catch negative stock and missing setup
Negative inventory and stocked items with no vendor or reorder point are listed in one pass.
Audit Business Central items for negative inventory and missing reorder points.
Pricing analysts
Find items priced below cost
Items with no price or a price under cost are flagged so you can correct them before more sales go out.
Which Business Central items in the Equipment category are priced below cost or have no price?
Customer service leads
See orders stuck on blocked items
Blocked items that customers are still ordering come with their sales orders, so you can resolve them before customers chase you.
List blocked items in Business Central that are on open sales orders, with the order numbers.
How it works
What PopdockAI does when you ask
You optionally name an item category and your AI assistant reads your Business Central items and tests each one against set rules. It reports only.
01
Ask
You optionally name an item category.
02
Read
It reads your Business Central items.
03
Check
Each item is tested for pricing, cost, stock, vendor and barcode problems.
04
Report
You get a table per rule and the orders tied to blocked items.
The outcome
Pricing and item problems caught before they cost you
Related use cases
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One prompt template with infinite possibilities.
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