Predictika · Inventory management service quotes

An AI sales agent's inventory management services quote, checked before it goes out

An AI sales agent prepares a service quote for an industrial customer that wants Rubix-style inventory management: a solution (Inscan scanning, Managed Inventory, Invend vending or an Insite on-site team), a delivery level, optional add-ons, sites, stock locations, items, annual spend and a contract term. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the service line and returns a verdict and every reason.

Scope: Inventory management service quotes: Inscan, Managed Inventory, Invend and Insite, delivery levels, add-ons, sites, locations, capacity and contract term (modeled prices). See everything this validator covers

This validator models inventory management service quotes, not just the scenarios shown below.

  • Solution fit — Invend needs vending machines and holds a limited number of items per machine, Insite needs on-site team members and enough annual spend, Inscan suits simpler stores, and machines or staff are quoted only with their own solution.
  • Sites, locations and term — every site needs a stock location, contract terms are 12, 24, 36 or 60 months, and the term saving grows with the term.
  • Delivery and add-ons — next-day and 24/7 emergency delivery, consignment stock, condition monitoring and e-procurement, with the combinations that do not work together, and the approval levels for large rollouts, 60-month terms and very large spend.

Any inventory management service quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: the Rubix product catalogue and third-party brand pricing. Public versus modeled: the four solution names (Inscan, Managed Inventory, Invend, Insite) and the service names (consignment stock, condition monitoring, e-procurement, 24/7 emergency delivery) are public; every capacity, rule, approval threshold and price is modeled by Predictika from comparable industrial distribution service contracts and is not published by Rubix. The prices are modeled values, not Rubix prices.

The AI sales agentBuilds the service quote from the conversation and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed figures.

6 scenarios in 3 groups · each group runs from the agent’s first attempt to the outcome · click one to switch

What the agent proposes

The AI sales agent says

Illustrative agent statement. The validator receives the structured request below.

Proposing agent: AI sales agent (scripted)

Before sending, the agent must call Recorded run

Predictika validator


      
Waiting for the call.

Where rules-based CPQ gets it wrong

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Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules, as in Salesforce CPQ) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.

What the validator caughtTypical rules-based CPQPredictika
Options that depend on the solutionOnly with care
Machines, on-site staff, item capacity and consignment stock each apply to one solution only, so every field needs a rule that looks at the solution chosen in another field.
The solution and every option are fields of one quote and are checked together on every call.
Capacity that depends on a countOnly with workarounds
Whether 80 items fit depends on the number of vending machines, and whether sites are covered depends on the number of locations, so a stored table or script has to compute the limit and compare it.
The capacity and coverage limits are computed inside the validator and compared with the quote on every call.
Add-ons that depend on the termOnly with workarounds
Condition monitoring needs a contract of at least 24 months, which ties an add-on to the term and to the solution.
Each add-on rule is a finding of the same call, listed next to the others.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved or a step is completed, so a rep often fixes one error and meets the next.
All findings come back together, whatever order the choices arrived in.

What this validator catches: findings from its test cases

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Every rule is checked on every call, in any order the choices arrive; one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.

1Contract terms are 12, 24, 36 or 60 months; the quote has 18 months.
2A 60-month term carries an 8 percent saving and needs commercial approval.
3The quote needs at least 1 stock location; it has 0.
43 stock locations cannot cover 4 sites; each site needs at least one location.
5Inscan batch scanning is quoted for up to 500 items; the quote has 501 items.
624/7 emergency delivery is not quoted with the Inscan solution.
7An Invend vending quote needs at least 1 vending machine.
8400 items cannot be held in 0 vending machines; one machine holds up to 48 items.
92 vending machines are quoted but the solution is not Invend.
10An Insite quote needs at least 1 on-site team member.
11An on-site Insite team is only quoted for customers spending at least 250 thousand pounds a year; the quote has 249 thousand.
121 on-site team members are quoted but the solution is not Insite.
13Consignment stock cannot be added to Invend vending, whose machine stock is replenished by Rubix.
14Condition monitoring sensors need a contract of at least 24 months; the quote has 12 months.
15A customer with 11 sites needs a national account manager to confirm the rollout plan.
16An annual spend of 5,001 thousand pounds needs a director to approve the pricing.

Scenarios and results

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The recorded result of the validator for each scenario on this page: the request the AI agent sent, the verdict, and every finding, in the order they appear above.

1. Invend vending, capacity and add-ons: An Invend vending service with consignment stock and condition monitoring on a 12-month term

The agent's request. Please quote the Invend vending service for 2 sites with 3 stock locations. Include 80 items, 1 vending machine, standard delivery, consignment stock, condition monitoring, a 12-month term and an annual spend of 300 thousand pounds. It is ready to send.

Verdict: Blocked.

  • Vending machines too small for the item list. 80 items cannot be held in 1 vending machines; one machine holds up to 48 items.
  • Consignment stock not with Invend. Consignment stock cannot be added to Invend vending, whose machine stock is replenished by Rubix.
  • Condition monitoring needs 24 months or more. Condition monitoring sensors need a contract of at least 24 months; the quote has 12 months.

2. Invend vending, capacity and add-ons: The agent resubmits after fixing the errors

The agent's request. Please quote the Invend vending service for 2 sites with 3 stock locations. Include 80 items, 2 vending machines, standard delivery, condition monitoring, a 36-month term and an annual spend of 300 thousand pounds. It is ready to send.

Verdict: Allowed.

  • Quote summary (modeled price). 2,850 GBP per month after a 5 percent term saving; 102,600 GBP over the term (modeled prices, not Rubix list prices).

3. Insite on-site team, spend and term: An Insite on-site team with one team member, a vending machine and a 30-month term

The agent's request. Please quote the Insite on-site team for 2 sites with 3 stock locations. Include 400 items, 1 vending machine, 1 on-site team member, standard delivery, a 30-month term and an annual spend of 180 thousand pounds. It is ready to send.

Verdict: Blocked.

  • Contract term not available. Contract terms are 12, 24, 36 or 60 months; the quote has 30 months.
  • Machines only with Invend. 1 vending machines are quoted but the solution is not Invend.
  • Insite needs enough annual spend. An on-site Insite team is only quoted for customers spending at least 250 thousand pounds a year; the quote has 180 thousand.

4. Insite on-site team, spend and term: The agent resubmits after fixing the errors

The agent's request. Please quote the Insite on-site team for 2 sites with 3 stock locations. Include 400 items, 2 on-site team members, next-day delivery, a 36-month term and an annual spend of 420 thousand pounds. It is ready to send.

Verdict: Allowed.

  • Quote summary (modeled price). 7,362 GBP per month after a 5 percent term saving; 265,032 GBP over the term (modeled prices, not Rubix list prices).

5. Inscan scanning, items and sites: An Inscan scanning service for 650 items with 24/7 delivery across three sites

The agent's request. Please quote the Inscan scanning service for 3 sites with 1 stock location. Include 650 items, 24/7 emergency delivery, a 24-month term and an annual spend of 300 thousand pounds. It is ready to send.

Verdict: Blocked.

  • Every site needs a stock location. 1 stock locations cannot cover 3 sites; each site needs at least one location.
  • Inscan is for simple stores. Inscan batch scanning is quoted for up to 500 items; the quote has 650 items.
  • 24/7 delivery not with Inscan. 24/7 emergency delivery is not quoted with the Inscan solution.

6. Inscan scanning, items and sites: The agent resubmits after fixing the errors

The agent's request. Please quote the Inscan scanning service for 3 sites with 3 stock locations. Include 450 items, next-day delivery, a 24-month term and an annual spend of 300 thousand pounds. It is ready to send.

Verdict: Allowed.

  • Quote summary (modeled price). 1,164 GBP per month after a 3 percent term saving; 27,936 GBP over the term (modeled prices, not Rubix list prices).

Narration transcript

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The text of the narrated walkthrough, step by step.

  1. Welcome to a demo of Predictika's Validator. An AI sales agent prepares a service quote for an industrial customer that wants Rubix-style inventory management: a solution (Inscan scanning, Managed Inventory, Invend vending or an Insite on-site team), a delivery level, optional add-ons, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the service line and returns a verdict and every reason.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote the Invend vending service for 2 sites with 3 stock locations. Include 80 items, 1 vending machine, standard delivery, consignment stock, condition monitoring, a 12-month term and an annual spend of 300 thousand pounds. The rest of the request is on screen.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with three findings, all in one answer. 80 items cannot be held in 1 vending machines; one machine holds up to 48 items. Consignment stock cannot be added to Invend vending, whose machine stock is replenished by Rubix. Condition monitoring sensors need a contract of at least 24 months; the quote has 12 months.
  6. The validator returned three blocking findings in one answer. A check that reads one field at a time would pass most of this; it shows only when the choices in the quote are checked against each other.
  7. What this shows: for options that depend on the solution, a rules-based CPQ is error-prone for this.
  8. Now the agent resubmits.
  9. The corrected request. It changes the vending machines to 2 and the term to 36 months. It removes the consignment stock.
  10. It calls the validator again.
  11. This time the validator clears it.
  12. All three earlier findings are cleared.
  13. Three problems caught in one call, fixed in one pass, and a clean quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.