Automation that keeps orders, inventory, and partners aligned
Operations and supply chain teams sit at the centre of every cross-system flow in the business — orders moving through ERP, inventory updates in WMS, logistics handoffs to carriers, and vendor data flowing in from partner portals. Primo deployments here handle the cross-system work that keeps all of these aligned without slowing the cycle.
The work that lives between ERP, WMS, and everyone else
Operations and supply chain processes are stitched across systems that were chosen for different reasons in different years. ERP holds the orders and the master data. WMS runs the warehouse. The TMS runs logistics. Suppliers send ASNs, forecasts, and invoices through portals or EDI. Customers expect status updates that pull from all of the above. Most of the integration was either never built or runs on overnight batch.
The result is that an order moving through the supply chain crosses several systems and several handoffs, with manual reconciliation closing the gaps. When volumes grow or systems change, the team grows with them — because the gluing work is invisible until it stops happening.
Primo deployments in operations run inside the customer's infrastructure boundary, integrating with ERP, WMS, TMS, and partner systems as a layer on top — without replacing what's already there. See deployment architecture →
Typical workflows we automate in operations and supply
Each pattern below is a recurring scenario across our operations deployments. The focus here is what gets automated and how — typical outcomes across all patterns are aggregated in the section below.
- 01
Order management across systems
A single customer order can pass through CRM, ERP, OMS, WMS, TMS, and back to the customer through a portal or notification. Each handoff is a place where the order can stall, mismatch, or fall into an exception queue.
What Primo automates
- Order intake from CRM, web, EDI, and portal channels
- Validation against pricing, eligibility, inventory, and credit rules
- Cross-system propagation to ERP, OMS, WMS, and TMS
- Exception handling and routing for orders that fail mid-flow
- Status updates back to CRM, customer portals, and internal queues
- 02
Vendor onboarding and evaluation
New supplier setup requires document collection, validation against tax and registry data, sanctions and risk checks, financial-soundness review, and master-data setup in ERP. The data lives across external rating sources, internal ERPs, and document archives.
What Primo automates
- Vendor data collection from external rating sources and registries
- Document classification and field extraction (registration, tax, insurance, certifications)
- Cross-checks against sanctions, watchlists, and internal master data
- Risk flagging and escalation routing to procurement and compliance
- Master-data setup in ERP and contract metadata handoff to legal
- 03
Inventory updates and reconciliation
Inventory in ERP is rarely accurate without continuous reconciliation against physical receipts, issues, transfers, scrap, and cycle counts. Each adjustment requires data from a different system and approvals from different roles.
What Primo automates
- Reconciliation of physical counts against ERP inventory
- Posting of receipts, issues, transfers, and scrap from operational systems
- Cycle-count scheduling and exception routing
- Adjustment approvals through workflow with full audit trail
- Inventory accuracy and write-off reports back to finance and operations
- 04
Logistics handoffs and carrier integration
Shipping involves handoffs between WMS, TMS, carrier systems, customs, and customer portals — each with its own format, timing, and acknowledgement requirement. Most companies still manage a long tail of these handoffs through manual portals and email.
What Primo automates
- Shipment data preparation from WMS and TMS
- Submission to carrier and customs systems through portals or EDI
- Confirmation handling and exception routing for failed shipments
- Status updates back to ERP and customer-facing tracking channels
- Reporting on on-time performance and exception patterns
- 05
Procurement and PO management
Procurement workflows touch ERP, vendor master, contract repository, approval workflow, and supplier portals. The approval decision is usually quick; the data assembly and system updates around it are what consume the cycle.
What Primo automates
- Purchase requisition validation against contracts, budgets, and master data
- PO generation and submission to vendors through portal or EDI
- Order confirmation handling and exception routing
- 3-way match preparation against goods receipt and invoice
- Reporting back to procurement, finance, and category managers
What operations and supply teams typically see
Aggregated ranges based on industry RPA benchmarks for operations and supply functions and Primo's deployments across retail, manufacturing, and heavy-industry operations. For customer-attested numbers from individual deployments, see customer stories →
Reduction in order-cycle handling time
Across ERP, OMS, WMS, and partner handoffs.
Drop in inventory reconciliation errors
After stabilization, with cross-system validation rules tuned.
Throughput on vendor onboarding
Per supplier, comparing automated intake to manual workflow.
Reduction in cost-per-transaction across supply operations
For automated workflows across order, inventory, and procurement.
Ranges synthesized from industry analyst research and published RPA benchmarks for operations and supply functions. Individual deployment results depend on baseline maturity, process scope, and integration complexity.
Operations and supply deployments typically integrate with ERP (SAP, Oracle, 1C), WMS and inventory systems, TMS and carrier platforms, supplier and customer portals (EDI, marketplace channels), and customs and regulatory systems.
Built on Orchestrator·Robot·AI Server. For deployment topology and cross-system integration patterns, see architecture.