Capabilities

What Copilot can do, by area

Copilot understands your whole operation: sales, finance, stock, purchasing, people, customers, projects, support, and assets. This section lists every capability, what it needs from you, and how it works.

Sales

Capability	What it does & how it works
Customer lookup	Finds a customer by name even if you do not type it exactly. It matches in four stages: exact code, then full name, then partial code, then word by word. Returns group, territory, currency, contact details, and current outstanding balance. Leave the name blank to list customers (up to 20), optionally filtered by customer group.
Create customer	Creates a new customer and, when you provide an email, phone, or address, also creates the linked contact and address. It checks for likely duplicates first and warns you before creating. Defaults: customer type Company, group All Customer Groups, territory All Territories.
Create quotation	Builds a draft quotation for a customer from a list of items, each with quantity and rate. You can set a valid-till date. Returns the quotation number and total. Drafts are never submitted automatically.
Sales orders	Lists sales orders with optional filters for customer, status, and date range. Shows order value, delivery, and billing progress for up to 50 orders.
Revenue summary	Totals revenue from submitted sales invoices over a date range, with invoice count and average invoice value. Without a named customer it also returns the top 10 customers by revenue. Filterable by company, customer, territory (branch), and warehouse. Returns and credit notes are excluded.
Sales pipeline	Summarises open opportunities, with totals by status and total pipeline value. Filter by status or salesperson.

Create a quotation for Acme Corp: 10 units of Widget A at 250 each, valid for 14 days

Finance & accounting

Capability	What it does & how it works
Account balance	Returns the balance of a specific ledger account as of a given date, respecting period-closing entries.
Bank balances	Lists all company bank accounts with their current book balance and a combined total. Balances are computed from the ledger as total debits minus total credits per linked account.
Outstanding invoices	Lists submitted sales or purchase invoices that still owe money, ordered by due date, with a grand total of what is outstanding. Optionally filter to one customer or supplier.
Journal entry	Creates a draft journal entry from a set of debit and credit lines, with optional party links. It enforces that total debits equal total credits within a 0.01 tolerance and requires at least two lines.
Payment entry	Records a draft customer receipt or supplier payment, optionally matched against a specific invoice. Defaults to Bank Transfer and today's date. You review and submit.

Record a payment of 5,000 received from Acme Corp against their oldest invoice

Stock & inventory

Capability	What it does & how it works
Stock balance	Shows quantity on hand and valuation rate per item and warehouse. Filter by item, warehouse, or company.
Item lookup	Finds items by exact code, or searches by name and item group. Returns code, name, group, unit, valuation rate, and whether stock is tracked.
Create item	Creates a new product, optionally with a selling rate and default warehouse. Checks for a duplicate code first. Defaults: unit Nos, group All Item Groups, stock tracking on.
Reorder levels	Lists items with a reorder level set, compares each to current stock, and flags shortages first. Tells you how much to order.
Warehouse summary	Summarises each warehouse with total quantity, total stock value, and number of distinct items.
Stock entry	Creates a draft stock movement: receipt, issue, transfer, manufacture, or repack, with source and target warehouses per line.

Which items are below their reorder level in the Main warehouse?

Purchasing

Capability	What it does & how it works
Purchase order	Creates a draft order to a supplier from a list of items. Leave the rate at zero to use the last purchase price. Required-by date defaults to seven days out.
Purchase invoices	Lists supplier bills with filters for supplier, date range, and status (Unpaid, Overdue, Paid, Draft, Cancelled). Shows outstanding amounts and totals.
Supplier lookup	Finds a supplier with the same fuzzy matching as customers, returning group, type, currency, contact, and outstanding balance.
Create supplier	Creates a supplier and optional contact and address, with a duplicate check first.

Customers, projects, support, and assets

Capability	What it does & how it works
Leads	Create, look up, or list leads, with filters for status and company.
Opportunities	Create, look up, or list opportunities, with deal value, status, and expected close date.
Projects	Create, look up, or list projects, with completion percentage, dates, customer, and task list.
Tasks	Create, update, look up, or list tasks, with assignee, priority, status, and due date.
Support tickets	Create, update, look up, or list issues, with customer, priority, status, and resolution details.
Assets	Look up an asset, list assets by category or location, or read a depreciation schedule including book value and accumulated depreciation.

General-purpose capabilities

Beyond the area-specific tools, Copilot can work with any record type your role allows.

Capability	What it does & how it works
Read a document	Fetches a single record by type and name, returning all fields you are permitted to see.
List documents	Returns a filtered, sorted list of any record type. Default 20 rows, up to 100.
Create / update / submit	Creates a draft, updates fields, or finalises a record. Each of these always asks you to confirm first.
Run a report	Runs a named iVendNext report and returns the results as a table.
Advanced query	For complex questions that span several record types, Copilot can run a read-only data query with joins, groupings, and totals. These queries can only read; they can never change data.
Send email	Sends a formatted email to colleagues or to yourself, including styled report emails with metric cards, tables, and bar charts.
Read a file	Reads an uploaded spreadsheet, document, text, or PDF and answers questions about it.
Analyse an image	Reads an uploaded image, including documents, invoices, or receipts, and extracts the key information.

Write actions are gated

Every action that creates, updates, or submits a document produces a draft and waits for your confirmation. Advanced queries are strictly read-only and reject any attempt to change data.