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Confirm a web order landed in Dynamics GP
For sales teams who take orders in WooCommerce and invoice in Dynamics GP, and want to check an order by asking their AI assistant.
On this page
Connector
Connect WooCommerce, pick your AI tool and paste the prompt.
The problem
Confirming a web order reached the ERP takes guesswork
Web orders are meant to flow into Dynamics GP, but confirming one did means searching sales documents by amount and date. Several close candidates make it easy to pick the wrong one.
Without PopdockAI
- Read the WooCommerce order total and date
- Guess a date window in Dynamics GP
- Scan sales documents for a matching total
- Pick the wrong one when several are close
With PopdockAI
- The order and its lines are read
- Sales documents near the order date are searched by total, name and PO
- Every candidate is listed when several match
- The amount difference is shown, 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:** Check whether WooCommerce order `{order-number}` has a matching sales document in PowerGP company `{company}`, and compare the totals.
**Step 1: Read the order**
Call `woocommerce-get-order` (woocommerce server) with `order-number` = `{order-number}`. Keep `order-id`, `created-date`, `status`, `total`, `billing-last-name`, `customer-email`. Then call `woocommerce-get-order-line` with `order-id` for `line-sku`, `line-quantity`, `line-total`.
**Step 2: Search PowerGP sales**
Call `powergp-online-get-salesdocuments` (powergp-online-ai server) with `document-date.from` = the order date minus 7 days, `document-date.to` = the order date plus 30 days, `document-amount.min` = total minus 1, `document-amount.max` = total plus 1, and `company` = `{company}`. For candidates, check `customer-name` against the billing name and `customer-po` against the order number. Optionally call `powergp-online-get-salestransactions` with the candidate `document-number` and `item-number` = a `line-sku` to compare lines.
**Step 3: Report**
Order summary, the matching sales document (`document-number`, `document-type`, `document-date`, `document-amount`, `sop-document-status`) or the statement that none was found, and the amount difference.
**Rules & Guidelines:**
* Tools starting powergp-online- are on the powergp-online-ai server; tools starting woocommerce- are on the woocommerce server. Both servers must be connected.
* This prompt is read-only. Never call any WooCommerce write tool (`woocommerce-update-product`, `woocommerce-update-product-variation`, `woocommerce-add-product`, `woocommerce-update-order`, `woocommerce-add-order`, `woocommerce-add-order-note`, `woocommerce-add-refund`, `woocommerce-add-coupon`, `woocommerce-update-coupon`, `woocommerce-add-customer`, `woocommerce-update-customer`, `woocommerce-send-order-details`).
* Report what the tools return. Do not guess values.
**Validation:**
* If the order does not exist, stop. If it is unpaid or cancelled, say a missing PowerGP document may be expected.
* If several documents match, list them all and do not pick one.Who it's for
One answer, three teams that use it
Sales operations
Answer where an order is
Confirm a web order made it into Dynamics GP, with the amount difference if there is one.
Has WooCommerce order 20931 reached Dynamics GP in company TWO?
Customer service agents
Check before you reply to a customer
Know whether the order is in the ERP before telling a customer it is being processed.
Find the Dynamics GP sales document for WooCommerce order 18877 in the TWO company.
ERP administrators
Investigate a missing order
See whether a document exists, or whether a missing one is expected for unpaid or cancelled orders.
WooCommerce order 21004 is missing from GP. Check for close matches by total and PO number.
How it works
What PopdockAI does when you ask
You give the order number and GP company, and your AI assistant looks for the matching sales document in PowerGP Online. It never chooses between close matches and changes nothing.
01
Ask
You give the order number and company.
02
Read
It reads the WooCommerce order and its lines.
03
Search
It looks for sales documents with a matching total, name and PO number.
04
Report
You get the match or a statement that none exists, with the difference.
What PopdockAI provides
The tools behind the answer
Ready made tools for WooCommerce and one secure connection to your AI tool. No code, no exports.
woocommerce-get-order
woocommerce-get-order-line
powergp-online-get-salesdocuments
powergp-online-get-salestransactions
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Know whether a web order reached Dynamics GP
Related use cases
More ways to put this data to work
Compare WooCommerce prices with PowerGP Online cost
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Ask your AI to check WooCommerce products against the PowerGP Online item master and it lists missing items, products with no SKU and possible SKU collisions.
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Match a WooCommerce customer to a PowerGP Online account
Ask your AI to match a WooCommerce customer to their PowerGP Online account and it shows recent orders, balance due and open items, never choosing on a weak name match.
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Reconcile WooCommerce stock with PowerGP Online by SKU
Ask your AI to compare WooCommerce stock with PowerGP Online quantities by SKU and it lists the mismatches, missing SKUs and untracked products without changing anything.
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Backfill WooCommerce orders into Rillet
Ask your AI to backfill WooCommerce orders into Rillet and it finds orders with no invoice, matches customers, and creates invoices with net and tax after you confirm.
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One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
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