> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chemcloud.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Exercises: Supply Chain & Operations

> Hands-on walkthrough of ChemCloud for Supply Chain teams — order management, delivery tracking, COA uploads, and AI-powered logistics workflows.

# ChemCloud Exercises: Supply Chain & Operations

**Purpose:** Hands-on walkthrough of core ChemCloud workflows for Supply Chain and Operations teams, covering order management, delivery tracking, COA handling, and AI-powered logistics workflows.

***

## What We Want to Get Out of This

1. **Show how an end-to-end workflow works** — from order placement through delivery tracking, COA analysis, and supplier feedback
2. **Demonstrate the capability of AI** — see how ChemCloud's AI agents process order updates, analyse COAs, and flag issues
3. **Feel how an AI agent can be like an additional member of the team** — delegate tasks, ask questions, and let it handle the manual work

***

## Before You Start

* Log in to the ChemCloud demo environment
* Have some order confirmations, shipping notifications, or COAs to hand (PDF or email)
* Keyboard shortcut to remember: **Cmd+K** (Mac) or **Ctrl+K** (Windows) opens the AI search/chat anywhere in the app

***

## Exercise 1: Place an Order and Track a Delivery (\~15 mins)

**Objective:** Place an order for an approved material and track it through to delivery.

<Accordion title="Step-by-step Guide">
  <Steps>
    <Step title="Place an Order">
      Find a product with approved materials and place an order. Complete the purchase steps:

      a. Check the volume is correct
      b. Review the terms
      c. Add the required-by date and comment
      d. Review the automations on the final page
    </Step>

    <Step title="Track the Delivery">
      Go to the delivery and update its status through the stages. Add tracking information where available.
    </Step>

    <Step title="Use the Quick Actions">
      Go to the **In Progress Deliveries** page. Click the **three dots** on the right side of a row to quickly update the delivery status.
    </Step>

    <Step title="Try the AI">
      Open the AI Chat (**Cmd+K**) from the search bar in top navigation and ask about your order. Try asking about the delivery status, expected arrival, or what other orders are currently in transit.
    </Step>
  </Steps>
</Accordion>

**Expected Outcome:** Order placed and delivery tracked through its stages.

***

## Exercise 2: Send an Order Update via Email (\~5 mins)

**Objective:** Forward an order confirmation or shipping notification to ChemCloud's AI agent and see how it updates the system automatically.

<Accordion title="Step-by-step Guide">
  <Steps>
    <Step title="Find Your Email Address">
      Navigate to **ChemCloud AI → Email Inbox** to find your ChemCloud email integration address.
    </Step>

    <Step title="Forward an Order Update">
      Forward an order confirmation or shipping notification email to your ChemCloud email address. The AI agent will automatically extract order details, delivery dates, and tracking information.
    </Step>

    <Step title="Check the Results">
      Check back in ChemCloud to see how it was processed. Did it match the right order? Were the delivery details accurate?
    </Step>

    <Step title="Try the AI">
      Ask the AI about the order you just updated via email. Try asking it to summarise the current status or flag if the delivery date has changed from what was originally expected.
    </Step>
  </Steps>
</Accordion>

**Expected Outcome:** Order automatically updated with delivery details extracted from the email.

***

## Exercise 3: Upload a COA on Delivery (\~10 mins)

**Objective:** Simulate receiving a delivery and upload a Certificate of Analysis. See how the AI processes it.

<Accordion title="Step-by-step Guide">
  <Steps>
    <Step title="Find a Delivery">
      Go to a delivery that's been marked as received (or update one to received status).
    </Step>

    <Step title="Upload the COA">
      Upload a Certificate of Analysis against the delivery — either by uploading the file directly or by forwarding it to the ChemCloud email address.
    </Step>

    <Step title="Check AI Processing">
      See how the AI processes the COA. Does it detect the document type correctly? Does it extract the key parameters?
    </Step>

    <Step title="Try the AI">
      Ask the AI to check the COA against the product's internal specification. Does it flag anything out of spec? Try asking about borderline results or parameters close to limits.
    </Step>
  </Steps>
</Accordion>

**Expected Outcome:** COA uploaded and analysed by the AI against the product's internal specification.

***

## Exercise 4: Track Multiple Deliveries and Flag Issues (\~15 mins)

**Objective:** Set up multiple orders at different stages and use the AI to get an overview of what needs attention.

<Accordion title="Step-by-step Guide">
  <Steps>
    <Step title="Set Up Different Stages">
      Make sure you have a few orders at different stages — one awaiting dispatch, one in transit, one delivered.
    </Step>

    <Step title="Simulate a Problem">
      Try to simulate an issue — a late delivery, a missing COA, or a delivery with an out-of-spec COA.
    </Step>

    <Step title="Try the AI">
      Ask the AI:

      * Which deliveries are overdue or at risk?
      * Are there any deliveries missing COAs?
      * What should I action first today?
      * Try asking about a delivery that doesn't exist.
    </Step>
  </Steps>
</Accordion>

**Expected Outcome:** Clear overview of delivery status with AI-flagged issues and priorities.

***

## Exercise 5: Send Feedback to a Supplier (\~10 mins)

**Objective:** After receiving a delivery, use ChemCloud to send feedback to the supplier — whether it's a quality issue, a late delivery, or positive feedback.

<Accordion title="Step-by-step Guide">
  <Steps>
    <Step title="Find a Completed Delivery">
      Go to a delivery that has been received with a COA uploaded.
    </Step>

    <Step title="Send Feedback">
      Use the feedback workflow to send a note to the supplier about the delivery.
    </Step>

    <Step title="Try the AI">
      Ask the AI to draft feedback based on the delivery data. Try asking it to summarise the delivery performance for a particular supplier across multiple orders.
    </Step>
  </Steps>
</Accordion>

**Expected Outcome:** Supplier feedback sent based on delivery and COA data.

***

## Exercise 6: Open-Ended AI Exploration (\~10 mins)

**Objective:** Just play around. Ask the AI whatever questions come to mind about your orders and supply chain data.

<Accordion title="Ideas to Try">
  <Steps>
    <Step title="Upcoming Deliveries">
      What deliveries are expected this week?
    </Step>

    <Step title="Supplier Reliability">
      Which suppliers are consistently late?
    </Step>

    <Step title="Missing Documentation">
      Are there any orders with missing documentation?
    </Step>

    <Step title="Lead Times">
      What's the average lead time for a particular material?
    </Step>

    <Step title="Try to Break It">
      Ask something the system definitely shouldn't know. See if it admits uncertainty or confidently gives a wrong answer. Screenshot it if so!
    </Step>
  </Steps>
</Accordion>

### Things to Note

* What questions did you want to ask that it couldn't answer?
* Were any responses wrong or misleading?
* Did you manage to get it to confidently give a wrong answer? (Screenshot it if so!)