SAP Pricing Quotes And Customer Data
Prices come from SAP. When a customer is identified, price questions and quotes use SAP's own pricing for that customer (S/4HANA: SAP's sales-order simulation; Business One: the customer's price list; ECC: your gateway). Velaro does not recalculate SAP prices and never accepts a price typed in chat for an SAP-priced item.
Who sees customer prices: only a customer whose identity is verified. Everyone else sees your normal catalog prices, so nothing breaks while verification is pending.
Quotes: a customer-requested quote is saved as a Velaro quote for your team to review. When an agent names the customer, Velaro can create a real SAP quotation and records the SAP number on the Velaro quote. Retrying the same request returns the same quote instead of creating another.
Customer Data Protection
SAP data is limited to the customer asking:
- A verified customer can only see their own orders, invoices, deliveries, quotes and payments — whichever account number or document the AI is asked about.
- Vendors, purchasing, production, internal activity logs and open-ended customer searches are agent-only.
- Customers cannot create sales orders directly through chat.
- Text that comes from SAP (names, comments) is cleaned before the AI sees it.
Identity is verified with a one-time code sent to the contact's email or phone on file. If a contact's email or phone matches more than one SAP customer, Velaro does not guess — an agent is needed.
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