Overview
Insights lets you ask questions about the business information available to your account and turn useful answers into reports or follow-up work. The result depends on the data, business-unit scope, and permissions behind the question.
Ask a useful question
- Open Insights.
- Enter the question in What would you like to know?
- Include the business unit, supplier, item, and date range that matter.
- Review the answer and any tables, explanations, or proposed follow-up actions.
- Open the underlying records before making a purchasing decision or applying a change.
Examples
- Which purchasing items need attention in my restaurant this week?
- Show recent purchasing activity for this supplier.
- Help me understand this item's stock changes over the selected period.
Ask one clear business question at a time. A request for every possible metric is harder to review than a specific question with a defined scope.
Save useful work
Use the available save-report action when you want to retain the result. If the assistant prepares carts or other follow-up work, open and review it before sending orders or relying on the proposed quantities.
Review limitations
Missing mappings, delayed sync, incomplete invoices, or unreliable inventory data can affect the answer. An assistant explanation is not a replacement for the actual PO, receipt, count, or supplier agreement.
If the answer does not fit
Check the active account and unit, clarify the date range, and correct incomplete source data. Ask a follow-up that points to the specific discrepancy rather than repeatedly asking the same broad question.