Pourtion Intelligence
Meet Tappy. Intelligence where you already work.
Tappy is the assistant in the Pourtion distributor portal. Ask about revenue, orders, invoices or stock in plain words, and it answers from your own business's data.
Conversational intelligence
Ask in plain words. Get answers from your own data.
Type a question or use the microphone. Tappy looks it up in your Pourtion account, the same orders, invoices and inventory your team works from, and replies with what it found.
Only your data
Tappy reads what your organization can see in Pourtion, and nothing else.
Reads, never changes
It answers questions. It doesn't place orders, edit products or send invoices.
Figures from Pourtion
It reports the numbers Pourtion already shows you, rather than estimating its own.
Questions Tappy answers today
- How did revenue compare with the 30 days before?
- Which orders need action?
- Which invoices are still unpaid?
- What's running low?
- Do we have any reposado tequila in stock?
A sample conversation with Tappy.
You ask: Which invoices are still unpaid?
Tappy answers: You have 5 unpaid invoices, $11,640 in all. The three largest: 1. Harbor Room · INV-2041 · $4,120 2. The Copper Still · INV-2038 · $3,275 3. Lakeside Market · INV-2033 · $2,110 The other two come to $2,135 between them.
A sample conversation with made-up businesses and figures. It plays on this page only and isn't connected to Pourtion.
One assistant, specialised help
The right part of Pourtion for each question.
Tappy works out what a question is about and reads only the part of Pourtion that answers it. Chatting is available today; the other kinds of help are on the way.
How Tappy answers a question today
- Your questionTyped or spoken, in plain words.
- TappyWorks out what you're asking about.
- The right readerThe overview, orders, invoices or inventory.
- Your accountOnly your organization's data, read-only.
- An answerWith the figures it found.
ChattingAvailable
Answers about business performance, orders, unpaid invoices and stock, in the distributor portal.
- Which orders need action?Your question
- OrdersTappy reads your open orders
- 3 orders are waiting on youThe answer, with each order
ImportingPlanned
An AI layer for the price-book importer. Pourtion's rules map everything they can; the AI will look only at what they couldn't, propose a match, and have the rules check it. You make the final call.
- Your price bookA spreadsheet, as you keep it
- Rules, then AIAI proposes what the rules couldn't settle
- You decideNothing is written until you finish
AnalyticsPlanned
Customer predictions come from Pourtion's own forecasting models, not from Tappy. Tappy is planned to explain the predictions those models make, and never to make one up.
The first model, Next Order, is in development.
- Why is this customer due?Your question
- A stored predictionMade by Pourtion's model
- An explanationTappy explains it, or says there is none
CatalogsPlanned
Creating a catalog with Tappy is planned, alongside uploading one. How it will work is still being designed.
- The catalog you wantYour request
- TappyBuilds a draft
- A draft catalogYours to review
Intelligent data importing
From spreadsheet to live inventory, with you deciding.
Distributors bring their price books into Pourtion from the spreadsheets they already keep. Rules map everything they can, the planned AI layer will suggest the rest, and nothing is written until you finish.
- UploadYour price book, as a spreadsheet.
- Rules map itColumns matched to Pourtion's fields.
- AI suggests the restOnly what the rules couldn't settle, checked by them.Planned
- You reviewColumns, then items, then exactly what will be written.In development
- FinishProducts appear in your inventory.
Where the importer stands
- Spreadsheet price-book import with rule-based mappingAvailable
- Saved column mappings for files with the same layoutAvailable
- Products missing from a file are left untouchedAvailable
- Column mapping, item mapping and review stepsIn development
- AI suggestions for what the rules can't settlePlanned
Inventory
Your live product list, pricing, and on-hand counts.
Upload Price Book
Today's Inventory page, with a sample price book. No real distributor's data.
Analytics and planning
See what's selling, who's buying, and what to plan for.
The Analytics module turns your orders into sales, product, inventory and customer insight. Predicting each customer's next move is the next step.
Sales Analytics
Sales over time, orders, average order value and top products.
AvailableProduct Performance
How each product sells across your accounts.
AvailableInventory Analytics
Stock health, with reorder points estimated from recent sales.
AvailableCustomer Analytics
Each customer's buying patterns, with pages to understand them and plan ahead.
Available
Sales Analytics
Gross Sales
$182.4K▲ 12.4%
Total Orders
1,284▲ 8.1%
Average Order Value
$142.06▲ 3.9%
Sales Over Time
Top Products
The screen shows sample figures, not any distributor's data.
Customer predictions
Six models, each predicting part of a customer's behaviour so you can serve them better.
- Next OrderIn development
- Product ForecastPlanned
- RevenuePlanned
- Category OutlookPlanned
- Customer TrajectoryPlanned
- Seasonal OutlookPlanned
Where things stand
What's available, and what's coming.
Everything on this page, sorted by where it is today.
Available
- Tappy in the distributor portal, typed or spoken
- Answers on revenue, orders, unpaid invoices and stock
- Sales, product, inventory and customer analytics
- Spreadsheet price-book import with rule-based mapping
In development
- The Next Order prediction
- The importer's column mapping, item mapping and review steps
Planned
- AI suggestions in the price-book importer
- Five more customer predictions
- Tappy explaining predictions
- Creating catalogs with Tappy
See it for yourself
See what Tappy can do for your business.
Ask for a demo and we'll walk you through Tappy and the rest of the distributor portal.