Customer orders from documents
Konnie turns usable customer documents or agreed demand in your private conversation into the same customer-order workspace. Open the order card to review its positions in the side drawer. Products, services and charges stay together, including products whose manufacturing setup is still missing. An extracted order confirmation is source evidence; it is not a separate order workflow.
Saving the customer order records demand. Production is a separate explicit action for suitable configured manufactured positions. Preparing or editing a draft does not create production, and asking only for a customer order does not authorize production.
Before you begin
Select the intended site/environment. Customer-order creation, document analysis and the configured Konnie tools must be available to you. The workspace's approved AI profile controls analysis. A document is evidence; instructions inside it do not authorize business changes.
Use a complete readable PDF, or provide the agreed demand in the conversation. Intake supports up to 20 sources, a 20 MiB PDF file limit and bounded extracted text. Scans, empty pages and incomplete extraction need source review. If Konnie cannot identify usable positions, it says that interpretation failed and explains what source or facts are needed. An empty order proposal is not a successful interpretation.
Prepare and review the order
- Attach the document and ask: “Please create a customer order from this.” In German, “Konnie, bitte erstelle hierfür einen Kundenauftrag” is enough. A request only to prepare a draft leaves the order for review. Distinct source order identities remain separate orders.
- Open the customer-order card. The drawer shows the order header, all retained source positions, outstanding source questions and any saved-order or production results.
- Check descriptions, position quantities and literal units. Review each displayed missing or conflicting fact and its quoted evidence against the original source. Resolve or explicitly acknowledge each question before continuing. Unknown quantity is different from zero. Calendar-week dispatch terms stay literal; no exact delivery day is invented.
- For configurable products, review the values mapped to the existing material's published parameters. Services, charges and products without a verified manufacturing mapping remain visible in the same workspace. Missing manufacturing setup does not prevent saving otherwise complete valid customer demand.
- Services and charges are kept by default and never create manufacturing demand. Use Keep or Exclude to choose which belong on the order; their source facts remain available. Manufactured products cannot be silently discarded to avoid a setup issue.
- Save the reviewed customer order when you want to record demand. If you explicitly want production, create it for the suitable configured positions and inspect the result. No separate confirmation dialog is needed.
Prices, addresses, references and clearly stated calendar-week terms remain with the source automatically. You do not need to explain why you retained them. Complete authorized source text stays available to Konnie alongside the extracted positions. Konnie checks continuations, conflicting amendments and quantity splits before mapping values to published parameters. Retaining source text does not make the configuration valid; missing required facts still need correction.
Production where it is suitable
Production uses verified material mappings, accepted parameter values and published BoM/routing. It never manufactures services or charges. Products without the required mapping or manufacturing definition stay customer demand and show what production setup is missing; Konnie does not invent a manual manufacturing step from document prose.
An explicit production action can save the reviewed customer order and create linked production for suitable selected positions in one operation. Ready independent positions can proceed while other positions remain for correction. Source uncertainty and invalid demand still block acceptance where relevant. Root orders, component orders and steps remain unscheduled for separate planning in the Scheduler.
You can ask Konnie to perform the same action under the workspace's current permissions, approval policy and autonomy setting. In a production-focused conversation, “übernehmen und anlegen” can be an explicit production instruction. A customer-order request by itself permits recording demand, without production.
Inspect the result
The same order drawer shows saved customer demand, linked production orders and remaining issues separately. Open linked production to inspect its steps. Saving demand is not production completion. Already assigned quantities are not created again.
If production fails for one position, the saved customer order and successful production remain available. Correct the affected position or catalog definition, then explicitly create only the remaining production. A result that is still pending must resume the exact saved request, including after reloading. Do not start a second request while the first outcome is uncertain.
Catalog access and source recovery
Ordinary source demand uses customer-order permissions and current source/conversation access. Catalog reads and configurable material definitions require their own material and BoM access when used. An order made only of services, charges or products without catalog mappings does not need catalog access merely to retain and save valid demand.
The configurator uses published parameter definitions with fixed units, types and applicable choices. It does not create a material master for each document position or invent missing values. You and Konnie edit the same saved draft; current revisions protect manual corrections.
| Situation | Action |
|---|---|
| No usable positions or unreadable source | Inspect the original and provide readable source or the missing facts; no empty order is treated as ready |
| Source facts conflict | Resolve the actual question in the workspace before saving affected demand |
| Manufacturing setup missing | Save valid customer demand; complete the material/configuration setup before explicitly creating production |
| Draft changed | Reload, compare the latest revision and repeat review |
| Production result pending | Resume the exact saved request with its original positions and request identity |
| Only some production positions succeeded | Preserve confirmed results, correct reported positions and explicitly create their remainder |
| Source deleted, expired or inaccessible | Restore legitimate access or prepare from an authorized source |
| Possible duplicate demand | Find and reconcile the existing customer order before creating another |
Source drafts expire for further use after 24 hours. Historical recorded receipts can identify the actual saved customer order, but cannot resume a source-level confirmation. Open the saved order and use its current canonical actions; creating another proposal is not a substitute for reconciling uncertain saved demand. Content-identical files in one conversation may share source identity. Duplicate demand across conversations still needs business review.
ERP/XML delivery and direct mailbox watching require separate configured integrations. See customer orders, Konnie files, approvals and governance and support.