Distribution / Wholesale
Weekly AI Summary of Aging Stock and Overdue Receivables for Distributors
Sales and finance managers at distributors chase slow-moving stock and overdue receivables from exported files every week. Phak AI summarizes those files in Thai, sorts the items to follow up by value, and splits them by the salesperson in charge. Managers check the summary and pass it on, without waiting for an ERP integration.
The old way
- Export the aging file and filter it by hand weekly
- Receivables sit in another file with no owner
- Summaries run late, and sales hear about it last
With Phak AI
- Upload the files and ask for a 1-page summary
- Overdue items sorted by value and by salesperson
- The manager checks it, then sales follow up
Where chasing aging stock and receivables gets stuck
Files with thousands of rows
The exported aging file lists everything. Someone must filter what is overdue and high in value.
Stock and receivables in different places
The warehouse holds the stock file, accounting holds receivables, and the manager pieces it together.
Unclear who should follow up
Overdue items are not tied to the salesperson in charge, so handoffs are slow and some slip.
Only a few people can do it
Summaries depend on whoever is good at Excel. When that person is away or busy, the week's summary slips.
How the weekly aging stock and receivables summary works
Keep your usual export routine and let the assistant read and summarize.
Export files weekly
The aging stock file and the outstanding receivables file, as Excel or CSV, tagged with salesperson or territory.
Send them to the knowledge base
Upload to the central knowledge base in a board only managers and accounting can see.
Ask for a one-page Thai summary
The manager asks, for example, for the top 10 slow-moving items by value and shops with overdue balances by salesperson.
Check and pass on
The manager checks the numbers against the source files, then sends the list to the salespeople in charge.
Questions for summarizing aging stock and receivables
What we measure for the aging stock and receivables summary
Measured with your own numbers, before and after you start.
- Time to produce one weekly summary
- Value of aging stock and overdue receivables being followed up
- Share of overdue items a salesperson has taken on
- How consistently the summary goes out on schedule each week
Scope of the aging stock and receivables summary
What Phak AI does
- Phak AI summarizes aging stock and receivables files in Thai and names the source files
- Phak AI sorts overdue items by value and splits them by salesperson
- Phak AI limits who can see receivables data by role
What it does not do
- Does not send summaries to sales on its own. The manager checks and passes them on every time. For an executive overview, see CEO Cockpit
- Does not score credit or decide credit limits in place of people
- Does not collect debts or message customers on its own
- Does not replace your accounting system or ERP
Frequently asked questions
Do we need to connect our accounting system first?
No. Start with the Excel or CSV files you already export each week, and connect existing systems read-only whenever you choose.
Receivables data is sensitive. Who can see it?
Access is set by role, for example a board only managers and accounting can see, and every question is logged. See Security for more.
How reliable are the numbers in the summary?
The assistant calculates from the real files and names them. The manager still checks before passing it on. AI drafts, people decide.
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