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See a customer's total exposure across GP and Shopify
For credit and collections teams who want GP receivables and Shopify orders combined by asking their AI assistant.
On this page
Connector
Connect PowerGP Online, pick your AI tool and paste the prompt.
The problem
Total customer exposure is split across GP and Shopify
Credit and collections staff check Dynamics GP aging, then open Shopify for orders and refunds, and piece the two together by hand. Total exposure to one customer is unclear until both views are combined.
Without PopdockAI
- Run GP aging for the customer
- Search Shopify for the same customer by name
- Check unpaid orders, payments and refunds
- Add it all up, sometimes across currencies
With PopdockAI
- GP balance and overdue amounts read by age
- Shopify orders, payments and refunds read for an exact match
- Total outstanding with a line on whether it is rising
- GP only when the Shopify match is unclear, currencies never mixed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Build an exposure view for GP customer `{customer-number}` (company `{company}`, default if empty), combining receivables owed in GP with recent activity in Shopify.
**Step 1: GP receivables**
Call `powergp-online-get-customers` (powergp-online-ai) with `customer-number` = `{customer-number}` for `customer-name` and `balance-due`. Call `powergp-online-get-receivablestransactions` (powergp-online-ai) with the same `customer-number` and read `document-number`, `document-type`, `document-amount`, `unapplied-amount`, `due-date`, `days-past-due`.
**Step 2: Shopify activity**
Call `shopify-get-customer` (shopify) with `name` = the GP `customer-name`. If exactly one match, call `shopify-get-order` (shopify) with its `customer-id`, then `shopify-get-transaction` (shopify) and `shopify-get-refund` (shopify) with the same `customer-id`. Read `total-price`, `financial-status`, `fulfillment-status`, `shop-amount`, `status`, `total-adjustments`.
**Step 3: Report**
GP balance due and overdue amount by age, then Shopify orders not yet paid or fulfilled, recent refunds, and total outstanding across both systems. End with one line saying whether exposure is rising.
**Rules & Guidelines:**
* `powergp-online-*` tools belong to the powergp-online-ai server; `shopify-*` tools belong to the shopify server. Both servers must be connected; if a tool is missing, name the missing server and stop.
* This prompt is read-only. Never call any `shopify-add-*` or `shopify-update-*` tool, and do not change anything in either system.
* Never send messages or change holds or credit in either system.
**Validation:**
* If the Shopify customer is not found or is ambiguous, report GP data only and say why.
* Do not add GP and Shopify amounts together if their currencies differ; show them separately.Who it's for
One answer, three teams that use it
Credit managers
Decide on credit with the full picture
Overdue GP balances and unpaid Shopify orders come together, so a limit decision is based on everything owed.
What is our total exposure to customer CONTOSO002 across GP and Shopify?
Collections specialists
Know the whole balance before you call
See overdue by age, unpaid orders and recent refunds in one reply.
How much does NORTHWIND01 owe in GP, and are there unpaid Shopify orders too?
Finance managers
Spot rising exposure early
One line tells you whether a customer's exposure is growing, so you can act before it becomes bad debt.
Is our exposure to Fabrikam rising across GP receivables and Shopify orders?
How it works
What PopdockAI does when you ask
You give a GP customer number and your AI assistant reads PowerGP Online and Shopify. It sends nothing and changes no holds or credit.
01
Ask
You give the GP customer number.
02
GP
It reads the balance due and receivables by age.
03
Shopify
It finds the customer and reads orders, payments and refunds.
04
Report
You get total outstanding and whether exposure is rising.
What PopdockAI provides
The tools behind the answer
Ready made tools for PowerGP Online and one secure connection to your AI tool. No code, no exports.
powergp-online-get-customers
powergp-online-get-receivablestransactions
shopify-get-customer
shopify-get-order
shopify-get-transaction
shopify-get-refund
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
One customer's total exposure before a credit call
Related use cases
More ways to put this data to work
Match a customer between PowerGP Online and Shopify
Ask your AI to match a customer between GP and Shopify. It compares balance, spend and location and states how confident the match is.
Learn More
Compare PowerGP Online and Shopify item prices
Ask your AI to compare an item's GP price and cost with its Shopify price. It shows margins on both sides and says whether Shopify is lower or below cost.
Learn More
Compare PowerGP Online and Shopify stock by SKU
Ask your AI to compare stock by SKU between GP and Shopify. It ranks the differences and puts oversell risk first without changing anything.
Learn More
Find PowerGP Online items missing from Shopify and the reverse
Ask your AI to find catalog gaps between GP and Shopify. It lists items missing on either side, flags look-alike SKUs and warns when the comparison is partial.
Learn More
Profile a PowerGP Online customer account
Ask your AI to profile a customer and it reads addresses, salesperson, receivables and 12 months of orders from Dynamics GP into one view. It never changes records.
Learn More
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.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.