Exact Online AI prompts: 10 examples for daily use
The power of AI with Exact Online lies in asking the right questions. Below you will find ten practical prompts you can start using today with ChatGPT, Copilot or Claude. Each prompt is ready to copy and tested with Ledger Botje.
Stock and warehouse
1. Stock check at item level
"How much of item A1001 do we have in stock, per warehouse?"
Uses the items.stock tool. Shows available stock per warehouse, including reserved and ordered quantities.
2. Items below minimum stock
"Which items in the main warehouse have less stock than the reorder point?"
Uses the items.stock tool with filters. Ideal for your daily purchasing check.
3. Trace a batch number
"Where is batch number LOT-2026-003 located and what is its full history?"
Uses the warehouse.locations.stock tool. Essential for traceability and quality control.
Orders and purchasing
4. Open sales orders overview
"Show all open sales orders from this week, sorted by delivery date."
Uses the sales.orders.search tool. Gives immediate insight into what needs to be shipped today.
5. Create a purchase order
"Create a purchase order at supplier TechSupply Ltd for 500 units of item VP-200 with delivery date next Friday."
Uses the purchase.orders.create tool. Available with the Advanced plan.
Invoices and finances
6. Outstanding invoices overview
"Which sales invoices have been unpaid for more than 30 days and what is the total amount?"
Uses the invoices.receivable.search tool. Perfect for your weekly debtor review.
7. Revenue per customer this month
"What is the revenue per customer this month, sorted from high to low?"
Uses the invoices.receivable.search tool with aggregation. Handy for sales meetings and reports.
Production
8. Check production order status
"What is the status of all production orders scheduled for this week?"
Uses the production.orders.search tool. Gives the production manager instant overview at the start of the day.
9. Issue material to a shop order
"Issue 100 units of item RM-300 to shop order WO-2026-0095."
Uses the production.materials.issue tool. Speeds up material registration on the shop floor.
Administration and contacts
10. Look up customer details
"Find the contact details and payment terms for customer Bakkerij de Groot."
Uses the accounts.search tool. Handy when you need customer information quickly during a phone call.
Want to discover even more prompts? Browse the full prompt library with dozens of additional examples. Also read our 5 tips to work more effectively with AI and Exact Online for the best results with your prompts.