What ShelfiQ Can Do — ShelfSpace AI Tools

ShelfSpace AI Invoice Parsing and Beyond

ShelfiQ is more than a chatbot — it is a full operations engine. ShelfSpace AI handles invoice parsing, vendor matching, payment queries, credit memo management, data exports, and promotion negotiation. Everything happens through natural language, whether you are typing in the portal chat or a vendor is replying to an email.

Below is the complete list of what ShelfiQ can do, organized by category. Every tool works in the vendor portal chat and through the retailer AP email bot.

Payment and Settlement Queries

• Recent payments — Look up consignment settlement payouts and wholesale payments, filterable by date range and retailer
• Outstanding balance — Calculate the total amount currently owed across all pending settlements and payments
• Settlement breakdown — Get a line-by-line breakdown of any settlement: gross sales, vendor split, return credits, aging discounts, and fees
• Wholesale payments — View wholesale-only payments with status, memo, and linked purchase orders
• Check downloads — Get a secure link to download any payment check or settlement report PDF

Sales and Inventory

• Sales summary — Aggregated sales data by retailer, product, or time period
• Inventory on hand — Current inventory at all retailers with aging information
• Retail pricing — Current MSRP and category data across partner stores
• Returns summary — Return and destruction data with quantities, reasons, and credit amounts

Credit Memo and Dispute Management

• Approve credit memos — Accept a pending credit memo directly through chat
• Dispute credit memos — Decline a credit with a reason; the dispute is escalated to the ShelfSpace team
• File settlement disputes — Dispute an entire settlement calculation with a written reason
• Mark checks deposited — Confirm that a check has been deposited at your bank

Promotion Negotiation

• Propose promotions — Create a co-op promotion proposal with discount rate, dates, budget cap, and scope
• Respond to promotions — Accept, counter-propose, or decline an incoming promotion offer
• Propose terms amendments — Suggest changes to partnership terms (split percentages, aging windows, return policies)
• Respond to terms changes — Accept, counter, or decline partnership term proposals

See Creating a Promotion for more on how the promotion workflow operates.

Account Management and Data Export

• Export data to CSV — Export sales, inventory, returns, payments, or pricing data as a CSV file
• Performance reports — Generate branded PDF reports with charts and data tables
• Update contacts — Add or update AR contacts, operations contacts, and team members
• Manage users — Invite, remove, or change roles for portal users
• Manage brands — Add, switch, or remove brand locations in your vendor group
• Submit invoices — Parse an attached invoice PDF and match it to an open purchase order
• View pending invoices — See which orders are still waiting for invoices

Safety and Escalation

Some actions have elevated security requirements. Banking information changes always require portal login with MFA — ShelfiQ cannot process them over email. If a conversation becomes contentious or falls outside its capabilities, ShelfiQ escalates to a human with full context preserved.