Making Changes with VMXpert
On stores where data changes are enabled, VMXpert can do more than look things up — it can update items, build purchase orders, and fix data for you. Every change follows the same rule:
Nothing is written to your data until a person reviews it and clicks Confirm.
The review card
When you ask VMXpert to change something, it prepares the change and shows a card headed "Review before applying" — a plain-English list of every change it wants to make, with two buttons:
- Confirm & apply — the changes are written.
- Cancel — nothing happens at all. VMXpert confirms: "Cancelled — nothing was changed."
The card survives a page reload, and if you walk away without clicking either button, the proposal doesn't disappear — it waits in the Review Inbox on the Agents page for you (or another admin) to decide later. See Approvals.
There is no undo
The review step is the safety mechanism. Once you click Confirm, the changes are applied — there's no undo button. Read the list before you click.
What VMXpert can change
- Items — create and update, including automatic PLU assignment for new items
- Item part numbers
- Purchase orders — create, update, receive, and close, including individual line items
- Vendors and daily journal entries — re-push to QuickBooks
- Emails and file attachments
Why it's safe
Two guarantees are built in:
- Changes go through the same paths as the admin screens. Approving a VMXpert change behaves exactly as if you'd typed it in yourself — the change log, permission checks, and website sync all happen normally.
- Your own POS permissions apply. VMXpert acts as you. If your account can't edit inventory, VMXpert can't edit inventory for you either — no matter how you ask.
Browser actions
Separately from data changes, VMXpert can sometimes operate the screen for you — clicking a button, filling a field. Every browser action shows an "Allow browser action?" dialog first, with exactly what it wants to do and Deny/Allow buttons. Nothing touches your screen without that OK.