u/Comprehensive_List84

Hey everyone, I'm looking to automate a process in purchasing at a wholesale/distribution company and I'm trying to figure out if I can automate a very manual part of our order process using Claude's API. I have zero dev experience but I'm willing to learn - just want to know if this is actually doable before I commit.

**The current process (very manual):**

We receive large wholesale orders from customers, usually as Excel files. Each order has three columns: product code, description, and quantity.

For every single line on the order, someone has to:

  1. Look up that product in our system

  2. Find all available stock batches in our warehouse

  3. Apply a set of rules to pick the best batch - things like expiry date, warehouse location, and minimum stock thresholds (anything below a certain level is classed as unavailable even if it shows stock)

  4. Adjust quantities so they match full box/tray sizes (we can only ship in multiples of a tray quantity)

  5. Note anything that's out of stock separately - we have a weekly out-of-stocks list with expected return dates supplied by purchasing

The output we need is basically: product, best batch, expiry date, quantity after tray adjustment, and a separate section for anything that's out of stock or unavailable.

**What I'm imagining:**

A simple internal tool where I upload the customer's Excel order file, it queries our system (which runs on SQL), applies all of the above rules, and spits out a completed report. No one needs to manually touch the ERP. I want Claude to handle the logic - things like "pick the earliest expiry batch above the minimum threshold, round down to the nearest tray size, flag everything else as OOS."

The out-of-stocks list would be uploaded separately once a week by purchasing, and the tool would cross-reference it automatically.

**My questions:**

- Is this a realistic project for someone learning to code? What stack would you recommend?

- How would Claude API fit into this - is it the right tool for applying business rules to structured data, or is there a better approach?

- The system runs on SQL - how straightforward is it to query a SQL database as part of a pipeline like this?

- Any gotchas I should know about before I start?

Appreciate any advice - happy to answer questions if I haven't explained something clearly.

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u/Comprehensive_List84 — 6 days ago