AI agents for DMSi Agility

List branches

Lists the branches this Agility user may work in.

Find customers

Finds customers by name, ID, address, city, state, ZIP, phone or group, or every customer changed since a time.

List a customer's ship-tos

Lists a customer's ship-to addresses in the branch, optionally matching a name, address, city, state, ZIP, phone or keyword.

Find items

Finds items by code, size, description, extended description or keyword, optionally in an item group, with the price for the user's default customer and the quantities on hand and available.

Stock by branch

Shows an item's stock in every branch: available, on hand, committed, on order, back-ordered and net quantities, for one size of a dimensional item when thickness, width and length are given.

Price and availability

Prices items for a customer (and ship-to and sale type) on a date, today by default, with the quantity available: what the customer would pay for each quantity and unit.

Find sales orders

Lists a customer's sales orders (open by default; invoiced and canceled on request), or finds one by order ID, quote ID, job, reference or customer PO.

Find quotes

Lists a customer's quotes (only open ones on request), or finds one by quote ID, order ID, customer PO, reference, job or external project; with a search, customer <all> searches every customer.

Customer's open activity

Shows everything open for a customer in one call: open sales orders, open quotes, credit memos and the AR balance with its aging.

Find invoices

Lists a customer's invoices dated in a range (only open ones on request), or the invoices of one sales order.

Customer's AR balance

Shows a customer's accounts-receivable balance with its aging buckets and every open invoice.

Find shipments

Finds shipments by order, customer, route, or expected date range, and by status (loaded, staged, en route, delivered, invoiced).

Get a purchase order

Reads a purchase order by its ID: supplier, status, order and expected receipt dates, buyer and ship via, and its lines with quantities and costs.

List sale types

Lists the active sale types (like WH for warehouse), with whether each allows partner entry.

Enter a sales order

Enters a sales order for a customer and ship-to with item lines (code, quantity, unit, and a price only to override Agility's), a sale type that allows partner entry.

Enter a quote

Enters a quote for a customer and ship-to with item lines.