Prompt library
Copy and paste these example prompts into your AI assistant to get started with Exact Online right away.
Tip: Replace the example names (item codes, customer names, order numbers) with your own data. The AI will recognize your question and look up the right data in Exact Online.
Inventory management
How much of item A1001 do we have in stock?
Retrieves total stock levels per warehouse.
Which items have less than 10 units in stock in the Utrecht warehouse?
Searches for low stock items in a specific warehouse.
At which storage locations in the main warehouse is item B2003 stored?
Shows stock per location within a warehouse.
What is the full history of batch number LOT-2024-001?
Shows all transactions: receipts, deliveries, transfers.
Where was serial number SN-50023 delivered to?
Full traceability of a serial number.
Trace batch number LOT-2024-001 through the full chain
Full traceability: from purchase through production to customer delivery.
Which items need reordering? Check stock and create purchase order
Checks minimum stock levels and generates reorder suggestions.
Advanced
Search for item "bolt M8" by code or description
Searches items by (part of) code, barcode or description.
Create a new item: code SCH-M10, description "Bolt M10x30"
Creates a new item in Exact Online.
Advanced
Update the description of item A1001 to "Bolt M8x50 galvanized"
Updates the properties of an existing item.
Advanced
Link item A1001 to the Rotterdam warehouse with minimum stock of 100
Creates or updates an item warehouse link.
Advanced
Sales orders
Which sales orders are open for customer Bakkerij de Groot?
Searches open sales orders for a specific customer.
Show the details of sales order SO-2026-0153 including all lines
Retrieves full order details with lines and delivery status.
Which sales orders from the past 7 days are not yet fully delivered?
Filters by date and delivery status.
Walk through the full order-to-cash process for a customer
Full workflow: create order, deliver, invoice and verify payment.
Set up a new customer with addresses, contacts and pricing
Step-by-step customer account setup with all associated data.
Advanced
Create a sales order for customer Jansen BV with 200 units of BR-001 and 50 units of BR-002
Creates a new order with multiple lines.
Advanced
Add 100 units of item C-300 to sales order SO-2026-0153
Adds a line to an existing order.
Advanced
Update the description of sales order SO-2026-0153
Updates the details of an existing sales order.
Advanced
Delete sales order SO-2026-0200
Deletes a sales order from Exact Online.
Advanced
Purchase orders
Show all open purchase orders from supplier Van Dijk Supplies
Searches open purchase orders for a supplier.
Which purchase orders are expected to arrive this week?
Filters by expected receipt date.
What is the receipt status of purchase order PO-2026-0089?
Shows which lines have been received and which are still open.
Create a purchase order at supplier Van Dijk for 1000 units of VP-500
Creates a new purchase order.
Advanced
Update the delivery date of purchase order PO-2026-0089 to next week
Updates an existing purchase order.
Advanced
Delete purchase order PO-2026-0100
Deletes a purchase order from Exact Online.
Advanced
Walk through the full purchase-to-pay process
Full workflow: create purchase order, receive goods, verify invoice and process payment.
Set up a new supplier with items and prices
Step-by-step supplier account setup with item links.
Advanced
Which suppliers deliver item B2003 and at what price?
Searches supplier items for purchase comparison.
Link supplier Van Dijk to item B2003 with purchase price €5.00
Creates a new supplier item link.
Advanced
Goods receipts & deliveries
Book a goods receipt for purchase order PO-2026-0089: 500 units of VP-500
Books a receipt and updates stock.
Advanced
Which goods receipts were booked today?
Overview of incoming goods for today.
Create a delivery for sales order SO-2026-0153 with tracking code 3SNLPOST1234
Books a delivery with shipping details.
Advanced
Show the details of delivery GD-2026-0201
Shows exactly what was delivered.
Which deliveries were made to customer Bakkerij de Groot in February 2026?
Searches deliveries by customer and period.
Production orders
Which production orders are open and what is their progress?
Overview of all active shop orders.
Show the details of shop order WO-2026-0042 including bill of materials
Full shop order details with BOM and status.
Show the bill of materials for item FP-100
Views the BOM with required materials.
Issue 50 units of item RM-200 to shop order WO-2026-0042
Books material issue to the shop order.
Advanced
Report 100 units as finished on shop order WO-2026-0042
Completion report for produced quantity.
Advanced
Register 2.5 hours on operation step 10 of shop order WO-2026-0042
Time registration on a specific routing step.
Advanced
Show the routing steps of shop order WO-2026-0042
Views routing with planned and actual times.
Walk through the full production cycle for item FP-100
From creating shop order to material issue, completion report and stock update.
Create a production order for 500 units of item FP-100
Creates a new shop order.
Advanced
Update the planned quantity of shop order WO-2026-0042 to 200 units
Updates an existing shop order.
Advanced
Reverse the material issue of 50 units RM-200 on shop order WO-2026-0042
Corrects a previously issued material booking.
Advanced
Receive 20 units of by-product BP-050 from shop order WO-2026-0042
Books a by-product generated during production.
Advanced
Warehouse management
Which warehouses are available and what is the active warehouse?
Overview of all warehouses and the current active one.
Create a new warehouse with code MAG-03 and name "Warehouse South"
Creates a new warehouse in Exact Online.
Advanced
Update the description of warehouse MAG-01
Updates the properties of an existing warehouse.
Advanced
Show all storage locations of the main warehouse
List of all locations within a warehouse.
Transfer 50 units of item A1001 from the Amsterdam warehouse to Rotterdam
Creates a warehouse transfer.
Advanced
What is the status of warehouse transfer WT-2026-0018?
Transfer details including processing status.
Switch to the Utrecht warehouse
Changes the active warehouse for follow-up queries.
Process warehouse transfer WT-2026-0018
Finalizes a warehouse transfer and updates stock.
Advanced
Customers & suppliers
Search for customer "Bakkerij" by name
Searches customers by (part of) name, code or email address.
Show all suppliers from Amsterdam
Searches suppliers by city.
Create a new customer: Bakkerij Jansen, Hoofdstraat 1, 1234 AB Amsterdam
Creates a new customer account in Exact Online.
Advanced
Update the email of customer Bakkerij Jansen to info@bakkerijjansen.nl
Updates the details of an existing account.
Advanced
Add a delivery address to customer Bakkerij Jansen: Industrieweg 5, Rotterdam
Creates a new address for an account.
Advanced
Add contact person Jan de Vries (jan@bakkerijjansen.nl) to customer Bakkerij Jansen
Links a contact person to an existing account.
Advanced
Sales returns
Create a sales return for sales order SO-2026-0153: 10 units of BR-001 (defective)
Plans a return for a sales order.
Advanced
Which planned sales returns are still open?
Overview of all returns still to be processed.
Show the details of sales return SR-2026-0005
Views the contents and status of a return.
Add 5 units of item BR-002 to sales return SR-2026-0005
Adds an extra line to a sales return.
Advanced
Process sales return SR-2026-0005
Finalizes the return and updates stock.
Advanced
Financial
Which sales invoices are outstanding for customer Bakkerij de Groot?
Searches outstanding sales invoices for a customer.
Show the details of sales invoice SI-2026-0100
Retrieves full invoice details with lines.
Which purchase invoices from supplier Van Dijk are still unpaid?
Searches outstanding purchase invoices per supplier.
Give an overview of all outstanding invoices
Total overview of unpaid debtors.
Search for GL account "revenue" or "4000"
Searches general ledger accounts by name or code.
Show the journal entries on GL account 4000 for this month
Views transaction lines on a specific GL account.
Which bank entries were posted this week?
Searches bank entries by period and status.
Show the details of bank entry BNK-2026-0050
Views a bank entry with all lines.
Analyze outstanding sales invoices and payments
Overview of outstanding debtors with due dates and amounts.
Review purchase invoices against orders and receipts
Compares purchase invoices with ordered and received quantities.
Run the month-end close checklist
Step-by-step check: open items, bank reconciliation and closing.
Create a bank entry for €1,500 on GL account 1000 with description "Payment invoice SI-2026-0100"
Creates a new bank entry with journal lines.
Advanced
Add an extra line to bank entry BNK-2026-0050 for GL account 4000
Adds a journal line to an existing bank entry.
Advanced
Cashflow
Which payments are still outstanding?
Searches outstanding creditor payments.
Which receivables are overdue?
Searches outstanding debtor receivables past due date.
Show the details of the payment to supplier Van Dijk
Shows details of a specific outstanding payment.
Which payment conditions are configured?
Overview of all payment conditions with terms and discounts.
Process the outstanding payments
Processes a batch of payments for disbursement.
Advanced
Which direct debit mandates are active?
Overview of active direct debit authorizations.
Create a direct debit mandate for customer Bakkerij Jansen
Link a new direct debit mandate to a customer.
Advanced
Which banks are available?
Overview of available banks in the system.
Quotations & opportunities
Which quotations are open for customer Jansen BV?
Searches open quotations per customer.
Show the details of quotation QU-2026-0030 with all lines
Views a quotation including items and amounts.
Create a quotation for customer Bakkerij Jansen with 100 units of BR-001 and 50 units of BR-002
Creates a new quotation step by step with multiple lines.
Advanced
Add 200 units of item C-300 to quotation QU-2026-0030
Adds an extra line to an existing quotation.
Advanced
Which sales opportunities are currently active?
Overview of open sales opportunities.
Show the details of opportunity OP-2026-0010
Views an opportunity with status and amounts.
Create a new opportunity for customer Jansen BV worth €50,000
Creates a new opportunity.
Advanced
Update opportunity OP-2026-0010 to stage "Quotation sent"
Updates the status or details of an opportunity.
Advanced
What is the sales price of item BR-001 for customer Bakkerij de Groot?
Looks up customer-specific sales prices.
Set the sales price of item BR-001 to €12.50 for customer Bakkerij de Groot
Creates or updates a customer-specific sales price.
Advanced
Which sales prices are configured for item BR-001?
Shows all price agreements for an item.
Walk through the quotation lifecycle: create to convert to order
Full workflow: draft quotation, follow up and convert to sales order.
Projects & time tracking
Which projects are currently active?
Overview of all running projects.
Show the details of project PRJ-2026-005
Views project details including budget and status.
Which hours were logged this week?
Overview of time registrations.
Which subscriptions are active?
Searches running subscriptions.
Show the details of subscription SUB-2026-0001
Views subscription details.
Assembly
Which assembly orders are open?
Searches open assembly orders.
Finish assembly order ASM-2026-0012
Marks an assembly order as completed.
Advanced
Administration
Which administrations do I have access to?
Shows all Exact Online administrations you can access.
Switch to administration "Productie BV"
Changes the active administration.
Which shipping methods are available?
List of shipping methods for use with deliveries.
Which units of measure are available?
List of units (pieces, kg, liters, etc.).
Which currencies are supported?
List of available currencies in the administration.
Find and remove duplicates and inactive data
Identifies duplicate or inactive accounts, items and records for cleanup.
Analysis & overviews
Give an overview of all open sales orders sorted by amount
Overview with sorting for prioritization.
Which customers have invoices overdue by more than 30 days?
Debtor analysis based on outstanding invoices.
Compare the purchase orders of January and February 2026
Period comparison for purchasing analysis.
Which items were delivered the most in Q1 2026?
Top items analysis based on deliveries.
Create an Excel overview of all open sales orders
Combines Ledger Botje with Code Interpreter for export.
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