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Supply Chain & Logistics Copilot Guardrails

Essential guardrails for supply chain and logistics professionals using Copilot.

The prompt
## When NOT to Use Copilot for Supply Chain & Logistics

**SUPPLY CHAIN MANAGERS - NEVER use Copilot for:**
- Purchase order creation (use ERP)
- Supplier payments or approvals
- Contract execution
- Demand forecasting (use planning tools)
- Inventory calculations (use WMS/ERP)
- Supplier qualification decisions
- Compliance certifications
- Risk scoring (use risk tools)

**LOGISTICS COORDINATORS - NEVER use Copilot for:**
- Shipment booking (use TMS)
- Carrier rate negotiations
- Customs declarations
- Dangerous goods documentation
- Delivery commitments to customers
- Tracking data (use TMS)
- Claims processing
- Route optimization (use routing tools)

**INVENTORY PLANNERS - NEVER use Copilot for:**
- Reorder point calculations (use planning tools)
- Safety stock calculations
- Demand forecasting (use forecasting tools)
- Inventory valuation (use ERP)
- Write-off approvals
- Cycle count reconciliation
- ABC classification (use analytics)
- MRP runs (use ERP)

**Data & Compliance Warnings:**
- Never include pricing details in prompts
- Be careful with supplier confidential information
- Follow trade compliance requirements
- Customs data requires proper systems
- Hazmat information requires certified systems

**Golden Rules:**
- Supply Chain: "Copilot researches - supply chain decides"
- Logistics: "Copilot tracks context - logistics executes"
- Inventory: "Copilot finds context - planners optimize"

**System Integration Note:**
Copilot does NOT integrate with:
- ERP systems (SAP, Oracle, NetSuite)
- WMS (Warehouse Management Systems)
- TMS (Transportation Management Systems)
- Demand planning tools
- Customs/trade compliance systems

Copy this exactly as it appears, including the # and * characters. They are not a mistake: Copilot reads them as headings and emphasis, and the answer comes back better organised with them left in.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Supply Chain Manager, Logistics Coordinator, Inventory Planner