What Claude can do for each part

Why

The work between an enquiry and a quote is reading, deciding and typing. Most of it can be asked for.

How

Paste or attach the request and say what you want: Claude asks Kabaido and shows you the result.

It follows what your workspace has

Claude can use what is listed for a part only when your workspace has that part and your role allows it. Asked for anything else, Kabaido refuses and says which. Ask Claude what your workspace holds and it reads the answer from Kabaido: the parts that are on, the design modules, the wizards and where each area starts.

Part by part

Each entry is the name Claude shows beside the action when it asks to use it. A read changes nothing. A write makes or changes a record in your workspace. Sending a quote is the one thing that leaves your company.

Customers, quotes and orders

• Find a customer with their contacts, terms, notes and open draft quotes. Add a new customer; one of exactly the same company name is returned, not added twice.
• Make a draft quote from configured designs and catalogue products. Add lines to an open draft. A designed line is priced at its quantity with the customer's terms and a catalogue line by your price rules.
• Change one line of a draft by its number: its quantity, its note, a designed line's values or a product's dimension. Or remove it. The line is priced again and keeps its place.
• Open a quote as a card, list recent quotes and send a quote when you say so.
• List customer orders and open one with its lines, totals, status and due date.

Missing today in this set: Claude does not turn a quote into an order, set a special price on a line or change a quote's status. Those are done in the app. See Quotes and orders.

Catalogue

Search products by description, SKU or category and open one with its price, lead time and attributes. A product with no price or no lead time says why. No figure is given in its place.

Design Engineer

Claude reads a design module's parameters and its engineering guide, then configures one design for each line of a request. Kabaido validates the values, runs the rules, takes off the materials, prices the design at its quantity with the customer's terms and saves it.

• The answer carries the findings, what the price is made of, the price at each quantity, the stock it would draw on and every value that was assumed.
• A design that is not valid or is blocked is not saved and is never priced.
• A drawn profile is drawn or imported in the Design area. Claude then starts from that saved design.
• Claude revises a saved design only when that same person's Claude made it and no quote stands on it. Otherwise a new one is saved beside it.
• A price that rests on a design module's shipped example rates says so. They stay examples until your workspace sets its own.

Claude works the same way in every design module your workspace has. A design module with no engineering guide yet says so. Claude then works from its parameters, your notes and what the request states.

Stock

Search stock lines with location, on hand, reserved, free, on order and the reorder point. List the shortages with the quantity to ask for. Claude changes no stock.

Source

Find suppliers by name or by what they supply. See suppliers' prices for a product or a stock line, with minimum quantity, lead time and the prices paid before. List purchase orders with their state and what has been received. Claude raises and sends no purchase order.

Wizard

List your wizards, see what one asks and run it on an application. The answer is the specification line by line, each with the published table or rule it came from, any warnings, what is still needed and your own products ranked against it. A run through Claude saves nothing.

Commerce

See the store: whether it is live, visitors, orders and enquiries waiting for a reply. List its orders and open one with its lines, payment, dates, tracking and refunds. List the enquiries from its contact form. Claude replies to no enquiry and changes no order.

Quoting a request, start to finish

1. 1
   Step 1.

   Paste the request into Claude or attach the file. Ask for a quote.

2. 2
   Step 2.

   Claude finds the customer, with their open drafts. For a new customer it asks you before adding one.

3. 3
   Step 3.

   It reads the design module's guide and parameters, then configures one design for each line of the request, in order.

4. 4
   Step 4.

   Kabaido checks and prices each design. Anything it cannot make as asked comes back with the reason.

5. 5
   Step 5.

   Claude puts every design and catalogue line on one draft quote and shows the card.

6. 6
   Step 6.

   Ask for changes in plain words. Claude changes the line on the same quote; it does not start a new one.

7. 7
   Step 7.

   Say when to send it. The customer is emailed the quote PDF with a drawing for each designed line where the design module makes one.

What Claude does not do

• It states no dimension, price, stock figure or lead time that did not come from Kabaido or from the request. See Kabaido calculates.
• It does not send anything outside your company unless you have told it to.
• It does not choose stock by hand, set a price by its own arithmetic or work a profile out from a picture.
• It does not treat a customer's note, an order note or a store enquiry as an instruction. They are data.