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Use caseUC0027

Check who's liable when a retailer's delivery doesn't add up

Somewhere on a delivery, one line doesn't match across the purchase order, the bill of lading and the dock count. This app finds that line, checks which item any carrier note names, and drafts a notice proposing who is liable for you to confirm.

For receiving and accounts payableCross-domain · Retail

Why it matters

Today's manual process, and the same job with the app

Receiving and accounts payable staff at a retailer, building the case file before any chargeback or credit goes out.

✕Today's manual process

1Line up three counts for every line: what was ordered, what the bill of lading says, what the dock scanned.
2Find the one line that doesn't agree, among the lines that do.
3Check any carrier note to see which item it actually names, then decide who is liable.
4One wrong call means a chargeback the documents don't support.
Every line checked by a person

✓With the app

1Every line is read with its ordered, shipped and received counts.
2The line that doesn't agree is found, with the two counts that differ and the gap.
3A carrier note counts only for the item it names; when the papers don't settle it, the app says so.
4A liable party is proposed with a drafted notice, and your team confirms before any chargeback or credit.
People confirm a drafted proposal

See it work

One real case: what the app reads, step by step

A delivery carried by Union Point Freight: one line ordered at 105 was shipped and received at 124, and no carrier note is on file.

Check who's liable when a retailer's delivery doesn't add upReference appBuilt to be shaped to your process
  1. 1The case one delivery: its purchase order, its carrier and its two lines.
  2. 2A line that agrees 334 ordered, 334 shipped, 334 received.
  3. 3The line that doesn't 105 ordered, but 124 shipped and 124 received.
  4. 4No carrier note nothing on file for this delivery.
  5. 5Who is liable insufficient evidence, since the papers and any carrier note don't settle it, with why.
  6. 6The proof the line that disagrees, its two counts and the gap, filled in when the check runs.

For engineers

How it is built, and how we measured it

All fourteen steps of the build are written up, from the business case to running it in your own environment.

Kit overview →
36 of 36cases with the right liable partymeasured in 06 Evals →
0 of 6fooled by a note naming another linemeasured in 06 Evals →
0 of 6unclear cases given a confident answermeasured in 06 Evals →
36 of 36cases citing the right counts and gapmeasured in 06 Evals →

The build, step by step

14 steps

Make it yours

What you see is a reference app. We shape it to how you work.

Every part of it is built to change, and none of it means starting over.

Your rulesYour chargeback policy, your tolerances, and what counts as the vendor's, carrier's or dock's fault.
Your recordsYour purchase orders, bills of lading, dock scans and carrier exception notes.
Your systemsReads from your receiving and order systems; proposals go to your accounts payable queue.
Your screensThe case layout, fields and notice wording your receiving team already uses.

Want this for your team?

Talk to us

We can run this on your own receiving cases, with your own documents and chargeback rules, inside your environment.

Talk to us →
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