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User Manual · Chapter 0 — Your company: setup, preferences, and room to grow

Intelligence and capture — AI analyst and email-in documents

  • AI analyst. On, your company gains the two AI assistants of Chapter 2: Ask AI, which answers questions about your numbers in plain language, and the Action Assistant, which proposes routine work — payment reminders, draft documents — for a human to confirm. The assistants work only from your company's governed numbers and only ever prepare drafts; a person always confirms. AI use draws on the AI allowance in your subscription plan, so the switch and the plan together decide how much of it you use.
  • AI managers. Alongside the assistants, your company may gain AI managers: standing roles — one for inventory, one for cash, and so on — each defined centrally as a pack that fixes what the manager watches, which governed numbers it may read, what it may prepare (always as a proposal for a human to confirm — a manager never posts, approves or pays), and two monthly budgets of its own: how many AI narrations and how many analytics runs it may spend, on top of your plan's AI allowance. Each manager has its own switch in this group, off by default; switching one off stops its duties and hides its screens. The two budget fields beside a manager's switch override that manager's budgets for your company only — leave them blank to keep the pack's budgets. When a manager runs out of budget it does not go silent: its reports keep arriving with the numbers only, and a finding says why. Managers arrive one at a time as they are released. The first is the Inventory Manager — §5.13 is its story — and it has since been joined by the Sales, Procurement, Finance, Manufacturing and Donations Managers, whose shared story is §5.14.
  • Channel connections. Your company can connect its online channels — Shopify, WooCommerce, Amazon, and the advertising platforms — so orders and advertising spend flow into the same books and the same analytics as everything else. Each connection carries its own credentials, held encrypted on the company record; enabling a channel is a switch here, and Chapter 2 explains what the numbers do once they arrive.
  • E-commerce. On, your products and product families carry their storefront side: the E-commerce tab of §6.13 on the product form and the product page, and the shared storefront profile on the family form. The E-commerce profile starts with this switch on. Leave it off if you do not sell online and those sections simply never appear — and if you connect a store, they appear anyway, switch or not: live channel information is never hidden. Turning the switch off never deletes anything you have stored; it only hides it.
  • Document capture (email-in). On, supplier bills and receipts can be emailed into BlossomERP. They land in a capture inbox, are read automatically — the supplier, the number, the date, the totals — and are offered to your team as draft bills for review. Nothing captured is ever posted without a human approving it; capture removes typing, not judgement. Chapter 14 tells the full documents story.

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