SCENARIO WALKTHROUGH

From client request to NetSuite estimate
in one governed flow

This demo replays one realistic job end-to-end with mock data: a request logged in NetSuite, processed in the ESSI workspace (file extraction → priced estimate → tiers), approved by a human, and pushed back to NetSuite — with zero re-entry.

1 · NetSuite — request received 2 · ESSI — intake 3 · Inventory review 4 · Estimate & tiers 5 · Human approval 6 · NetSuite — estimate created
📥
The job

Meridian Fine Art (mock client) asks UOVO to collect 18 works from a Manhattan townhouse and deliver to Miami. The inventory arrives as a client PDF. One marble sculpture, no freight elevator.

What to watch for

No re-typing of the PDF · the shuttle rate applied proactively with its source cited · a rigging complexity flag adjusting crew & duration · every number explainable.

Governance

Nothing reaches NetSuite without an explicit human approval. Overrides and approvals are captured in an audit trail — and feed the learning loop.

All names, rates and amounts are fictitious mock data for demonstration only. The NetSuite screens are a simplified replica for flow illustration.

SANDBOX — UOVO ActivitiesTransactionsListsReports
HomeOpportunitiesEstimatesCustomersItems
Opportunities › OPP-20871 — Meridian Fine Art

Opportunity OPP-20871

PENDING ESTIMATE
Customer
Meridian Fine Art
Date received
Aug 12, 2026
Sales rep
A. Whitman (Accounts)
Service type
Local collection + National shuttle

Client request (email logged by Accounts)

"Hi — we need 18 works collected from our client's townhouse on the Upper East Side and delivered to our Miami space. Full list attached. One of them is a marble piece, quite heavy — the building has no freight elevator. Timing is flexible within the next few weeks. Could we get an estimate?"
PDF Meridian_Inventory_List.pdf · 18 items · 412 KB
E2
ESSI integration
Send this opportunity — request text and attachment — straight into the ESSI estimate workspace. No copy-paste, no re-typing.
Today
Estimator re-reads the email, re-types the PDF into Excel (30–60 min)
With ESSI
One click carries the request and the attachment into the workspace, context intact.
E2ESSI· Estimate Workspace · Draft EST-DRAFT-2041 JR J. Reyes — Estimator
E2
Imported from NetSuite — Opportunity OPP-20871 · Meridian Fine Art
NetSuite · client request
"…18 works collected from our client's townhouse on the Upper East Side and delivered to our Miami space… one marble piece, quite heavy — no freight elevator. Timing is flexible…"
PDF Meridian_Inventory_List.pdf
E2
I've read the request. Here's what I understood:
Job type: Local collection → National shuttle (NY → FL) 18 works Origin: Manhattan townhouse Destination: Miami Client flexible on timing ⚑ Heavy marble · no freight elevator
One question before I price this: should the marble sculpture be crated for the shuttle leg?
Job context
SourceNetSuite OPP-20871
ClientMeridian Fine Art
RouteNY → FL shuttle
Attachment1 PDF (18 items)
Signals detected
flexible timing → discount eligible
rigging risk → complexity check
no data re-typed
Why this matters

ESSI asks one targeted question instead of guessing — and never invents what it can't infer.

Today
Job details pasted into a chat window by hand; special conditions live in the estimator's memory
With ESSI
Context flows in from NetSuite; risk & discount signals are detected up front and carried through pricing.
E2ESSI· Inventory Review · Meridian_Inventory_List.pdf JR J. Reyes — Estimator
Extracted inventory — 18 items 16 high confidence 2 need a look
#ArtistTitleMediumDimensionsWeightDeclared valueConf.
1E. CallowayHarbor Study IIOil on canvas, framed30 × 40 in18 lb$85,00098%
2M. OseiUntitled (Blue Field)Acrylic, unframed48 × 60 in12 lb$120,00097%
3R. VidalMeridian LinesWorks on paper, glazed22 × 30 in9 lb$34,00099%
7K. TanakaFold Series #4Mixed media panel 76 × 102 61%
Unit missing in source. Suggest: 76 × 102 cm (matches artist's catalog raisonné pattern)
22 lb$61,000review
9A. BrandtCaryatidMarble sculpture36 × 24 × 30 in 55%
Weight not stated. Suggest: ≈ 400 lb (marble, est. from dimensions)
$240,000review
12S. FerroNight IntervalOil on linen, framed50 × 72 in26 lb$150,00096%
… 12 more rows extracted at ≥95% confidence …

Resolve the 2 flagged cells to continue — ESSI never silently guesses low-confidence data.

Extraction summary
Rows found18 / 18
Auto-accepted16 (≥95%)
Flagged for review2
Total declared value$1.28M
Also produced

NetSuite inventory CSV
Templated to UOVO's import spec — replaces the separate reformatting tool.

Grid behaves like a spreadsheet

Arrow keys, copy/paste, fill-down — the muscle memory the team already has.

Today
Re-key 18 rows into Excel, then reformat again in a separate AI tool for NetSuite
With ESSI
2 flagged cells to check (~2 minutes). Estimate input and the NetSuite import file from one upload.
E2ESSI· Estimate EST-DRAFT-2041 · Meridian Fine Art JR J. Reyes — Estimator
Complexity flag — installation & handling. 400-lb marble sculpture, townhouse with no freight elevator → rigging added, +1 crew, +2 hours. Base crew from volume table: 2 → adjusted: 3. (Override available on the line below.)
Estimate tiers — pick what Accounts presents
Summary
Line items8
Crew3 handlers (2 + rigging)
Duration7–10 days (NY–FL lane)
Total (Recommended)$14,506
Internal margin 🔒 role-gated
Never included in client output or the NetSuite push.
Every number explains itself

Click any ⓘ chip on a line to see the rate, formula, or guideline behind it — and the similar past jobs it was checked against.

Today
Estimator must recall the shuttle discount exists, find the guideline PDF, and interpret it
With ESSI
Discount applied proactively with its source cited; complexity caught up front; a defensible Low/Med/High range in one pass.
SC
Approval required — EST-DRAFT-2041
Assigned to S. Carter, Senior Estimator · nothing reaches NetSuite without sign-off
AWAITING APPROVAL
Client
Meridian Fine Art
Tier selected
Recommended — $14,506
Crew / duration
3 handlers · 7–10 days
What ESSI decided — and why (reviewer sees the same citations):
  • NY–FL consolidated shuttle rate applied — source: shuttle rate guideline, flexible-timing tier
  • Rigging +1 crew +2h — trigger: 400-lb marble, no freight elevator · similar job E-24117 (final invoice −3% vs estimate)
  • Fuel surcharge 7.5% — rates console value, last updated Aug 1 by rate owner
  • Registration & coordination fee — flat 5% policy (unchanged, per working group)
Reviewer note (captured in the audit trail):
Audit trail
14:21 — Draft created by J. Reyes from NetSuite OPP-20871 (no manual re-entry)
14:24 — Inventory confirmed: 18 items, 2 flagged cells resolved by user
14:29 — Tier "Recommended" selected; no line overrides
Governance
Human-in-the-loop by design: AI drafts, people approve. Every decision, override, and approval is auditable.
Governed learning
Overrides are captured as signals, never new rules — calibrated against invoice actuals and reviewed by the working group before anything changes tool behavior. ESSI learns the agreed standard, not one person's habit.
SANDBOX — UOVO ActivitiesTransactionsListsReports
HomeOpportunitiesEstimatesCustomersItems
Transactions › Estimates › EST-10432

Estimate EST-10432

CREATED VIA ESSI · APPROVED
Customer
Meridian Fine Art
Total
$14,506.00
Created by
ESSI integration (OAuth) · approved S. Carter
Linked records
OPP-20871 · ESSI EST-2041

Line items — pushed automatically, no re-entry

ItemDescriptionQtyAmount
PACK-STDPacking & materials — 18 works (soft-pack)18$1,860.00
CRATE-CUSCustom crate — marble sculpture 36×24×30 in1$1,450.00
LOC-COLLLocal collection — UES townhouse → UOVO NY (3 crew × 4 h)1$2,340.00
RIG-HOISTRigging & hoist — no freight elevator (+1 crew, +2 h)1$1,120.00
SHUT-NYFLNational shuttle NY → FL — 6 crates, consolidated (flexible timing)1$4,980.00
DEL-INSTDelivery & placement — Miami (2 crew × 3 h)1$1,410.00
FUEL-SURFuel surcharge — 7.5% of transport lines1$655.00
REG-COORDRegistration & coordination — 5%1$691.00
Total$14,506.00

Files

CSV Meridian_Inventory_NetSuite_Import.csv · templated for inventory creation
The loop stays open
When the final invoice is issued on this job, ESSI pulls it back through this same link and scores estimate-vs-invoice variance per line — feeding next month's accuracy report and the similar-jobs knowledge base.
Result
Request → approved estimate in NetSuite in ~11 minutes of user time — vs. hours across two tools today.
Consistency
Same job, same estimate — no matter which estimator runs it. One engine, one rates source, cited guidelines, audit trail end to end.
Self-improving
Overrides + invoice variance compound into better team sizing and truer estimates every week.
Done