Automations · Section 05

The weird stuff, automated.

Every vertical has workflows the off-the-shelf SaaS won't touch — EDI, retail chargebacks, channel P&L, carrier-specific label quirks. EA ships custom agents for those.

EDI partnersWalmart · Dunhams Carriers liveFedEx · USPS · UPS AccountingQBO (live) MarketplacesShopify · Amazon · Walmart
01

Retail EDI

The unsexy workflow that actually matters. Purchase orders, ship notices, invoices, remittances — all the X12 traffic your retail partners require, automated end-to-end through BOS, not bolted on through a per-transaction EDI vendor.

Walmart · Dunhams
Inbound

850 / 860 — Purchase orders

Ingest Walmart POs and change orders via AS2, parse line items, confirm MABD, and stage for fulfillment. Bad DC codes and ASN-required flags caught at ingest, not at the dock door.

  • AS2 server
  • X12 005010 850
  • Auto-split multi-PO
  • MABD tracking
Outbound

856 — Advance ship notice

Generate ASNs at the moment of label print — correct packing hierarchy (shipment → order → tare → pack), real SSCC codes, and clean GS1 IDs. Every 856 is validated against the inbound 850 before transmission.

  • Tare/pack nesting
  • SSCC generation
  • GS1 GLN
  • FedEx tracking sync
Outbound

810 — Invoices

Invoicing fires on ship confirmation. Unit prices are pulled from the contract (not from the PO), invoice numbers are guaranteed unique, and the same number posts to QBO and the 810 so reconciliation is trivial.

  • Contract-priced
  • Unique invoice #s
  • QBO sync
  • Line-level detail
Inbound

820 / 864 / 997 — The rest

Remittance advice (820) triggers KJ's reconciliation. Application advice (864) surfaces partner-side issues. Functional acknowledgements (997) confirm every outbound transaction landed. Nothing goes silent.

  • 820 parser + ADX
  • 864 triage
  • 997 confirmation
  • DLQ with retry
02

Reconciliation & disputes

Retailers deduct. They always have. The difference with EA: every deduction is classified, every disputable one is packaged with evidence, and every recovered dollar is reconciled against the originating dispute — automatically.

KJ · ROS
KJ — Katherine Johnson

Remittance reconciliation

KJ ingests every payment notice — EDI 820, Walmart check notice XLS, ACH bank deposit — and stages it for QBO posting. Gross invoice, deduction codes, and reversals all reach your channel P&L at line-item resolution. NASA-grade accuracy for every dollar in and out.

  • 820 + check parser
  • QBO credit memos
  • Bank deposit matching
  • Daily summary
  • Monthly channel P&L
ROS — Rosalind Franklin

Dispute preparation

Every POD / OTHER deduction KJ flags lands in ROS's queue. She pulls signed POD from FedEx, drafts the APDP narrative, assembles the evidence packet, and emails your rep — so disputes ship in under 60 seconds, not 60 minutes. Recoveries reconcile back to the original case when reversal credits land on the 820.

  • POD evidence retrieval
  • APDP case prep
  • Kelly handoff email
  • Pattern detection
  • Recovery reconciliation
03

Reporting that runs itself

Reports you used to build manually on Monday mornings — pulled, rendered, emailed, filed, and recorded as KPIs without a human in the loop. Every report is reproducible (every pull has a timestamp, every number has a source).

Weekly + on-demand
Retail channel

Walmart weekly reports

Every Monday at 6 AM: Retail Link logs in (headless browser), pulls OTIF + scorecard + item-level performance, parses the XLS, writes KPIs, and emails you the deltas. No manual download, no "what changed this week" question.

  • OTIF tracking
  • Scorecard deltas
  • Item performance
  • Weekly email brief
Search & SEO

SEOphia audits

On-demand or scheduled: Google Search Console + Analytics + full site crawl + PageSpeed + DataForSEO keyword + competitor + backlink-gap analysis. One report, saved as a document, emailed, and summarized to Telegram.

  • GSC + GA4
  • Site crawl
  • Core Web Vitals
  • DataForSEO
  • Competitor gap
Ecommerce

Sales attribution & P&L

Every Shopify order classified by acquisition channel (organic, paid, email, direct), attribution persisted, and channel P&L staged nightly. When a marketing agent claims a win, the number is already in the ledger.

  • Per-order attribution
  • Channel P&L
  • COGS linkage
  • Return cohort
Executive

Daily briefings

Orion composes the morning briefing from every agent's previous-day output: cash position, AR aging, shipments out, new leads, agent anomalies. Lands in Telegram at 8 AM ET before you pour coffee.

  • Multi-agent rollup
  • Anomaly flagging
  • Telegram delivery
  • Archived in /briefings
04

Fulfillment & shipping

Manifest is the standalone shipping platform inside BOS — direct carrier APIs where they matter, invoice-grade label printing, rate shopping across services, and tenant-specific quirks (Walmart DC routing, FedEx contract rates, retail-specific label formats) baked in.

Manifest
Carriers · direct APIs

FedEx · USPS · UPS · DHL

Direct integration with every major US carrier — no EasyPost middleware, no per-label markup. Contract rates honored. Tracking events flow back into the order record for ship-to-deliver visibility on every PO.

  • FedEx Ship API
  • USPS Web Tools
  • UPS OAuth 2.0
  • Tracking event ingestion
Print infrastructure

PrintNode + Zebra + HP

One click in BOS → label prints on the Zebra, packing slip prints on the HP, invoice number on both. Kelly printed 22 live POs worth of labels + slips in her first session. Every print is logged with the PO and invoice for traceability.

  • PrintNode cloud
  • Zebra ZPL direct
  • HP packing slips
  • Grayscale default
Rate intelligence

Rate shopping

Before the label prints, BOS quotes every eligible service across every eligible carrier and picks the cheapest that meets the delivery window. The routing decision is logged on the shipment for post-hoc audit.

  • Multi-carrier quotes
  • Service selection
  • Delivery SLA honored
  • Cost logged
Retail-specific

Walmart DC routing

Walmart's DC codes, MABD windows, and routing-guide quirks turned into first-class fields on the PO. The routing instructions auto-populate when the order lands — no lookup table on Kelly's desk.

  • DC → routing map
  • MABD enforcement
  • Packaging rules
  • BOL automation
05

Marketplace integrations

One catalog, many storefronts. Product data lives in BOS (source of truth) and pushes to every channel. Orders pull back in for unified fulfillment. Inventory stays synced so you don't oversell.

Shopify · Amazon · Walmart · Etsy
Push-only

Shopify

BOS catalog is the source of truth. Product changes push to Shopify (title, description, pricing, metafields) on edit. Orders pull back through the ecom_sales_analyst for attribution and P&L. Shopify is a rendering layer, not a database.

  • Catalog push
  • Order pull
  • Attribution
  • Inventory sync
Selara

Amazon Marketplace

Selara owns listing optimization, Sponsored Products, Buy Box strategy, and FBA/FBM operations. Inventory replenishment, price-match monitoring, and review sentiment all flow into her weekly plan.

  • Listing optimization
  • PPC campaigns
  • Buy Box monitoring
  • FBA inbound
Walmart 3P

Walmart Marketplace

Separate from vendor/EDI — the seller channel. Listing optimization, pricing, Buy Box, WFS inventory, upcoming Late Shipment Rate monitoring. Tracked independently so marketplace numbers don't pollute vendor P&L.

  • Listing optimization
  • WFS inventory
  • Pricing strategy
  • Seller Performance
Marta

Google Shopping

Marta manages the Merchant Center feed, free listings, and Shopping Ads. Feed quality issues caught before they disable the campaign; competitive price intel lets Selara and Storia react before the Buy Box swings.

  • Feed validation
  • Free listings
  • Shopping Ads
  • Price intel
Case in progress

American Whistle — 80-year manufacturer, modern ops stack

AWC sells pealess whistles to Walmart (vendor + marketplace), Dunhams, Shopify DTC, and Amazon. EA runs their EDI, prints their labels, reconciles their 820s, prepares their disputes, and files their weekly OTIF reports — while Kelly spends her time on customer service instead of spreadsheet cleanup.

22
POs labeled & shipped live in first session
65
Historical Walmart checks auto-reconciled
$7K+
Disputable POD deductions surfaced
< 60s
Average time from flag to Kelly-ready dispute
Got a weirder workflow?

If a human does it on a Monday, we can automate it.