{"id":72179,"date":"2026-10-01T09:00:00","date_gmt":"2026-10-01T07:00:00","guid":{"rendered":"https:\/\/symmy.com\/erpedie\/prompty-pro-ucetni\/"},"modified":"2026-10-01T09:00:00","modified_gmt":"2026-10-01T07:00:00","slug":"prompty-pro-ucetni","status":"publish","type":"erpedie","link":"https:\/\/symmy.com\/cs\/erpedie\/prompty-pro-ucetni\/","title":{"rendered":"30 prompt\u016f pro \u00fa\u010detn\u00ed: na co se pt\u00e1t AI nad ERP"},"content":{"rendered":"<p>Kdy\u017e m\u00e1te AI asistenta napojen\u00e9ho na ERP, nejv\u011bt\u0161\u00ed p\u0159ek\u00e1\u017ekou b\u00fdv\u00e1 pr\u00e1zdn\u00e9 okno: nev\u00edte, na co se zeptat. Sepsali jsme proto t\u0159icet dotaz\u016f, kter\u00e9 \u00fa\u010detn\u00ed, jednatel\u00e9 i obchodn\u00edci pou\u017e\u00edvaj\u00ed nej\u010dast\u011bji. Sta\u010d\u00ed je zkop\u00edrovat a upravit si obdob\u00ed nebo n\u00e1zev firmy. U ka\u017ed\u00e9ho je napsan\u00e9, co v\u00e1m vr\u00e1t\u00ed.<\/p>\n<h2>Kr\u00e1tk\u00e1 odpov\u011b\u010f<\/h2>\n<div class=\"ep-answer\">\n<p><strong>Nejl\u00e9pe funguj\u00ed konkr\u00e9tn\u00ed dotazy s obdob\u00edm, firmou a jasn\u00fdm v\u00fdstupem<\/strong>, nap\u0159\u00edklad \u201eKter\u00e9 p\u0159ijat\u00e9 faktury maj\u00ed splatnost tento t\u00fdden? Se\u0159a\u010f je podle \u010d\u00e1stky.\u201c AI si data najde p\u0159\u00edmo ve va\u0161em ERP, tak\u017ee nemus\u00edte nic exportovat. \u010c\u00edsla ale v\u017edycky berte jako podklad a p\u0159ed odesl\u00e1n\u00edm nebo za\u00fa\u010dtov\u00e1n\u00edm je ov\u011b\u0159te.<\/p>\n<\/div>\n<p>Dotazy funguj\u00ed v Claude i ChatGPT, pokud m\u00e1te AI napojen\u00e9 na ERP p\u0159es <a href=\"\/cs\/erpedie\/co-je-mcp-server\/\">MCP server<\/a>. Jak to nastavit, popisujeme pro <a href=\"\/cs\/erpedie\/jak-pripojit-claude-k-pohode\/\">Pohodu<\/a>, <a href=\"\/cs\/erpedie\/jak-pripojit-claude-k-heliosu\/\">Helios iNuvio<\/a> a <a href=\"\/cs\/erpedie\/jak-pripojit-claude-k-abra-flexi\/\">ABRA Flexi<\/a>.<\/p>\n<h2>Pohled\u00e1vky a upom\u00ednky<\/h2>\n<ul class=\"ep-cards\">\n<li><strong>\u201eKte\u0159\u00ed odb\u011bratel\u00e9 maj\u00ed faktury po splatnosti nad 50 000 K\u010d?\u201c<\/strong>Seznam dlu\u017en\u00edk\u016f s \u010d\u00e1stkou a po\u010dtem dn\u00ed po splatnosti. Dobr\u00fd za\u010d\u00e1tek ka\u017ed\u00e9ho pond\u011bl\u00ed.<\/li>\n<li><strong>\u201eKdo jsou na\u0161i nejrizikov\u011bj\u0161\u00ed dlu\u017en\u00edci?\u201c<\/strong>Firmy, kter\u00e9 plat\u00ed opakovan\u011b pozd\u011b nebo maj\u00ed vysok\u00fd otev\u0159en\u00fd z\u016fstatek.<\/li>\n<li><strong>\u201eJak plat\u00ed firma Alfa za posledn\u00ed rok? Vypi\u0161 pr\u016fm\u011brn\u00e9 zpo\u017ed\u011bn\u00ed.\u201c<\/strong>Platebn\u00ed mor\u00e1lka jednoho z\u00e1kazn\u00edka, kdy\u017e se rozhodujete o splatnosti nebo z\u00e1loze.<\/li>\n<li><strong>\u201eP\u0159iprav text upom\u00ednky pro t\u0159i nejv\u011bt\u0161\u00ed dlu\u017en\u00edky.\u201c<\/strong>Claude sep\u00ed\u0161e zdvo\u0159il\u00fd text s \u010d\u00edsly faktur a \u010d\u00e1stkami. Odesl\u00e1n\u00ed nech\u00e1te na sob\u011b.<\/li>\n<li><strong>\u201eKter\u00e9 faktury vydan\u00e9 v z\u00e1\u0159\u00ed je\u0161t\u011b nejsou uhrazen\u00e9?\u201c<\/strong>Rychl\u00e1 kontrola, co z minul\u00e9ho m\u011bs\u00edce z\u016fstalo otev\u0159en\u00e9.<\/li>\n<\/ul>\n<h2>Z\u00e1vazky a platby<\/h2>\n<ul class=\"ep-cards\">\n<li><strong>\u201eKter\u00e9 p\u0159ijat\u00e9 faktury maj\u00ed splatnost tento t\u00fdden?\u201c<\/strong>Podklad pro platebn\u00ed p\u0159\u00edkaz se\u0159azen\u00fd podle data splatnosti.<\/li>\n<li><strong>\u201eKolik celkem zaplat\u00edme dodavatel\u016fm v p\u0159\u00ed\u0161t\u00edch 14 dnech?\u201c<\/strong>Sou\u010det z\u00e1vazk\u016f podle splatnosti, kdy\u017e pl\u00e1nujete hotovost.<\/li>\n<li><strong>\u201eM\u00e1me n\u011bjak\u00e9 p\u0159ijat\u00e9 faktury po splatnosti?\u201c<\/strong>Seznam toho, co ho\u0159\u00ed, abyste nep\u0159i\u0161li o dobr\u00e9 vztahy s dodavateli.<\/li>\n<li><strong>\u201eSed\u00ed mi saldo s firmou Beta? Vypi\u0161 otev\u0159en\u00e9 polo\u017eky.\u201c<\/strong>Otev\u0159en\u00e9 faktury a dobropisy s jedn\u00edm partnerem, t\u0159eba p\u0159ed odsouhlasen\u00edm salda.<\/li>\n<li><strong>\u201eOd kter\u00fdch dodavatel\u016f jsme letos nakoupili nejv\u00edc?\u201c<\/strong>\u017deb\u0159\u00ed\u010dek dodavatel\u016f podle obratu, u\u017eite\u010dn\u00fd p\u0159ed vyjedn\u00e1v\u00e1n\u00edm cen.<\/li>\n<\/ul>\n<h2>DPH a uz\u00e1v\u011brka<\/h2>\n<ul class=\"ep-cards\">\n<li><strong>\u201eP\u0159iprav podklad pro p\u0159izn\u00e1n\u00ed DPH za z\u00e1\u0159\u00ed.\u201c<\/strong>Souhrn vydan\u00fdch a p\u0159ijat\u00fdch doklad\u016f podle sazeb, kter\u00fd porovn\u00e1te se sestavou v ERP.<\/li>\n<li><strong>\u201eVypi\u0161 p\u0159ijat\u00e9 faktury za z\u00e1\u0159\u00ed nad 10 000 K\u010d v\u010detn\u011b DPH.\u201c<\/strong>Doklady, kter\u00e9 se v kontroln\u00edm hl\u00e1\u0161en\u00ed uv\u00e1d\u011bj\u00ed jednotliv\u011b.<\/li>\n<li><strong>\u201eJsou v z\u00e1\u0159\u00ed doklady bez vypln\u011bn\u00e9ho DI\u010c u odb\u011bratele?\u201c<\/strong>Rychl\u00e1 kontrola chyb p\u0159ed pod\u00e1n\u00edm.<\/li>\n<li><strong>\u201eKter\u00e9 doklady za z\u00e1\u0159\u00ed je\u0161t\u011b nejsou za\u00fa\u010dtovan\u00e9?\u201c<\/strong>Seznam toho, co chyb\u00ed p\u0159ed uz\u00e1v\u011brkou m\u011bs\u00edce.<\/li>\n<li><strong>\u201eNajdi fakturu na 48 500 K\u010d od firmy Gama z l\u00e9ta.\u201c<\/strong>Dohled\u00e1n\u00ed dokladu podle \u010d\u00e1stky, firmy nebo textu, kdy\u017e nezn\u00e1te \u010d\u00edslo.<\/li>\n<\/ul>\n<h2>Sklad<\/h2>\n<ul class=\"ep-cards\">\n<li><strong>\u201eKter\u00e9 polo\u017eky jsou pod minim\u00e1ln\u00edm stavem?\u201c<\/strong>Seznam k objedn\u00e1n\u00ed bez proch\u00e1zen\u00ed skladov\u00fdch karet.<\/li>\n<li><strong>\u201eM\u00e1me skladem polo\u017eku XYZ aspo\u0148 50 kus\u016f?\u201c<\/strong>Rychl\u00e1 odpov\u011b\u010f pro obchod, v\u010detn\u011b rezervac\u00ed, pokud je ERP eviduje.<\/li>\n<li><strong>\u201eKter\u00e9 polo\u017eky se za p\u016fl roku ani jednou neprodaly?\u201c<\/strong>Le\u017e\u00e1ky, kter\u00e9 v\u00e1\u017eou pen\u00edze.<\/li>\n<li><strong>\u201eJak\u00e1 je hodnota z\u00e1sob na sklad\u011b podle skupin?\u201c<\/strong>P\u0159ehled pro veden\u00ed nebo inventuru.<\/li>\n<li><strong>\u201eKolik kus\u016f polo\u017eky XYZ m\u00e1me rezervovan\u00fdch a pro koho?\u201c<\/strong>Rezervace podle zak\u00e1zek, kdy\u017e z\u00e1kazn\u00edk \u010dek\u00e1 na dod\u00e1n\u00ed.<\/li>\n<\/ul>\n<h2>Obchod a z\u00e1kazn\u00edci<\/h2>\n<ul class=\"ep-cards\">\n<li><strong>\u201eCo firma Alfa letos objednala a kdy naposledy?\u201c<\/strong>Historie z\u00e1kazn\u00edka p\u0159ed telefon\u00e1tem nebo sch\u016fzkou.<\/li>\n<li><strong>\u201eP\u0159iprav mi p\u0159ehled z\u00e1kazn\u00edka Gama p\u0159ed sch\u016fzkou.\u201c<\/strong>Obrat, otev\u0159en\u00e9 objedn\u00e1vky, platebn\u00ed mor\u00e1lka a posledn\u00ed doklady na jednom m\u00edst\u011b.<\/li>\n<li><strong>\u201eKte\u0159\u00ed z\u00e1kazn\u00edci letos nakoupili m\u00e9n\u011b ne\u017e loni?\u201c<\/strong>Seznam firem, kter\u00fdm se vyplat\u00ed zavolat.<\/li>\n<li><strong>\u201eKter\u00e9 objedn\u00e1vky \u010dekaj\u00ed na vy\u0159\u00edzen\u00ed d\u00e9le ne\u017e t\u00fdden?\u201c<\/strong>Zaseknut\u00e9 objedn\u00e1vky d\u0159\u00edv, ne\u017e si z\u00e1kazn\u00edk st\u011b\u017euje.<\/li>\n<li><strong>\u201eKdo jsou na\u0161i nejv\u011bt\u0161\u00ed z\u00e1kazn\u00edci za posledn\u00ed rok?\u201c<\/strong>\u017deb\u0159\u00ed\u010dek podle obratu s pod\u00edlem na celkov\u00fdch tr\u017eb\u00e1ch.<\/li>\n<\/ul>\n<h2>Cash-flow a veden\u00ed<\/h2>\n<ul class=\"ep-cards\">\n<li><strong>\u201eJak vypad\u00e1 cash-flow v\u00fdhled na p\u0159\u00ed\u0161t\u00edch 30 dn\u00ed?\u201c<\/strong>O\u010dek\u00e1van\u00e9 p\u0159\u00edjmy a v\u00fddaje podle splatnost\u00ed.<\/li>\n<li><strong>\u201eSrovnej tr\u017eby leto\u0161n\u00edho a lo\u0148sk\u00e9ho pololet\u00ed po m\u011bs\u00edc\u00edch.\u201c<\/strong>V\u00fdvoj tr\u017eeb v tabulce, kterou m\u016f\u017eete rovnou poslat d\u00e1l.<\/li>\n<li><strong>\u201eJak\u00e9 jsou v\u00fdnosy a n\u00e1klady po st\u0159edisc\u00edch za t\u0159et\u00ed \u010dtvrtlet\u00ed?\u201c<\/strong>Hospoda\u0159en\u00ed po st\u0159edisc\u00edch bez ru\u010dn\u00ed sestavy.<\/li>\n<li><strong>\u201eKter\u00e9 n\u00e1kladov\u00e9 polo\u017eky letos nejv\u00edc vzrostly?\u201c<\/strong>Rychl\u00fd pohled, kde ut\u00edkaj\u00ed pen\u00edze.<\/li>\n<li><strong>\u201eShr\u0148 mi m\u011bs\u00edc z\u00e1\u0159\u00ed v p\u011bti bodech pro jednatele.\u201c<\/strong>Stru\u010dn\u00fd p\u0159ehled tr\u017eeb, pohled\u00e1vek a hotovosti, kter\u00fd se d\u00e1 vlo\u017eit do e-mailu.<\/li>\n<\/ul>\n<h2>Jak napsat dobr\u00fd dotaz<\/h2>\n<ol class=\"ep-steps\">\n<li><strong>Uve\u010fte obdob\u00ed.<\/strong> \u201eZa z\u00e1\u0159\u00ed\u201c, \u201eza t\u0159et\u00ed \u010dtvrtlet\u00ed\u201c nebo \u201eod za\u010d\u00e1tku roku\u201c. Bez obdob\u00ed AI h\u00e1d\u00e1.<\/li>\n<li><strong>\u0158ekn\u011bte, o kterou firmu jde.<\/strong> Pokud m\u00e1te v ERP v\u00edc \u00fa\u010detn\u00edch jednotek, napi\u0161te, ve kter\u00e9 se m\u00e1 hledat.<\/li>\n<li><strong>P\u0159idejte hranici nebo filtr.<\/strong> \u201eNad 50 000 K\u010d\u201c, \u201ejen tuzemsk\u00e9\u201c, \u201ejen st\u0159edisko Brno\u201c. Odpov\u011b\u010f bude krat\u0161\u00ed a p\u0159esn\u011bj\u0161\u00ed.<\/li>\n<li><strong>\u0158ekn\u011bte, co chcete dostat.<\/strong> \u201eSe\u0159a\u010f podle \u010d\u00e1stky\u201c, \u201edej to do tabulky\u201c, \u201eshr\u0148 v p\u011bti bodech\u201c. AI pak v\u00fdsledek rovnou p\u0159iprav\u00ed do podoby, se kterou budete pracovat d\u00e1l.<\/li>\n<\/ol>\n<div class=\"ep-note\">\n<h2>Co za v\u00e1s AI neud\u011bl\u00e1<\/h2>\n<p>AI \u010dte data, kter\u00e1 m\u00e1te v ERP. Kdy\u017e v ERP chyb\u00ed doklad nebo je \u0161patn\u011b za\u00fa\u010dtovan\u00fd, AI to nepozn\u00e1 a odpov\u011b\u010f bude stejn\u011b nep\u0159esn\u00e1 jako data. \u010c\u00edsla pro p\u0159izn\u00e1n\u00ed, uz\u00e1v\u011brku nebo upom\u00ednky proto v\u017edycky porovnejte se sestavou v ERP. AI tak\u00e9 nenahrazuje \u00fa\u010detn\u00ed nebo da\u0148ovou radu: p\u0159iprav\u00ed podklad, rozhodnut\u00ed je na v\u00e1s.<\/p>\n<\/div>\n<h2>Bezpe\u010dnost<\/h2>\n<p>Ve v\u00fdchoz\u00edm stavu AI data jen \u010dte a nic do ERP nezapisuje. P\u0159\u00edstup se nastavuje po agend\u00e1ch, tak\u017ee obchodn\u00edk nevid\u00ed tot\u00e9\u017e co hlavn\u00ed \u00fa\u010detn\u00ed a mzdy se obvykle nezp\u0159\u00edstup\u0148uj\u00ed v\u016fbec. Co si pohl\u00eddat, ne\u017e AI k dat\u016fm pust\u00edte, rozeb\u00edr\u00e1me v \u010dl\u00e1nku <a href=\"\/cs\/erpedie\/bezpecnost-ai-nad-firemnimi-daty\/\">Bezpe\u010dnost AI nad firemn\u00edmi daty<\/a>.<\/p>\n<h2>\u010cast\u00e9 ot\u00e1zky<\/h2>\n<details class=\"ep-faq\">\n<summary>Funguje to s na\u0161\u00edm ERP?<\/summary>\n<p>MCP servery m\u00e1me pro POHODU, Money S4\/S5, Helios iNuvio, KARAT, ABRA Gen, ABRA Flexi a Odoo. Seznam s podrobnostmi najdete na str\u00e1nce <a href=\"\/cs\/erp-mcp\/\">MCP servery pro ERP<\/a>. N\u00e1zvy agend se mezi syst\u00e9my li\u0161\u00ed, dotazy ale funguj\u00ed stejn\u011b.<\/p>\n<\/details>\n<details class=\"ep-faq\">\n<summary>Mus\u00edm um\u011bt programovat nebo ps\u00e1t vzorce?<\/summary>\n<p>Ne. Pt\u00e1te se b\u011b\u017enou \u010de\u0161tinou, stejn\u011b jako byste se ptali kolegy. Dotazy z tohoto \u010dl\u00e1nku sta\u010d\u00ed zkop\u00edrovat a upravit obdob\u00ed nebo n\u00e1zev firmy.<\/p>\n<\/details>\n<details class=\"ep-faq\">\n<summary>Jak moc se d\u00e1 na \u010d\u00edsla spolehnout?<\/summary>\n<p>\u010c\u00edsla poch\u00e1zej\u00ed p\u0159\u00edmo z va\u0161eho ERP, nejsou odhadnut\u00e1. Spolehliv\u00e1 jsou tak, jak spolehliv\u00e1 jsou data v ERP. U d\u016fle\u017eit\u00fdch v\u00fdstup\u016f, jako je p\u0159izn\u00e1n\u00ed DPH, je porovnejte se sestavou v syst\u00e9mu.<\/p>\n<\/details>\n<details class=\"ep-faq\">\n<summary>Uvid\u00ed AI mzdy?<\/summary>\n<p>Jen pokud mzdovou agendu v\u00fdslovn\u011b povol\u00edte. B\u011b\u017en\u011b se mzdy a dal\u0161\u00ed citliv\u00e9 oblasti nezp\u0159\u00edstup\u0148uj\u00ed v\u016fbec.<\/p>\n<\/details>\n<p>Chcete to vyzkou\u0161et nad vlastn\u00edmi daty? Pod\u00edvejte se na <a href=\"\/cs\/erp-mcp\/\">MCP servery pro ERP<\/a> a domluvte si kr\u00e1tkou uk\u00e1zku.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Hotov\u00e9 dotazy, kter\u00e9 m\u016f\u017eete polo\u017eit Claude nebo ChatGPT nad daty z va\u0161eho ERP: pohled\u00e1vky, platby, DPH, sklad, z\u00e1kazn\u00edci i cash-flow. U ka\u017ed\u00e9ho dotazu je napsan\u00e9, co v\u00e1m vr\u00e1t\u00ed, a na konci tipy, jak se pt\u00e1t, aby odpov\u011b\u010f sed\u011bla.<\/p>\n","protected":false},"author":0,"featured_media":72180,"template":"","erpedie-topic":[98],"class_list":["post-72179","erpedie","type-erpedie","status-publish","has-post-thumbnail","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/symmy.com\/cs\/wp-json\/wp\/v2\/erpedie\/72179","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/symmy.com\/cs\/wp-json\/wp\/v2\/erpedie"}],"about":[{"href":"https:\/\/symmy.com\/cs\/wp-json\/wp\/v2\/types\/erpedie"}],"version-history":[{"count":0,"href":"https:\/\/symmy.com\/cs\/wp-json\/wp\/v2\/erpedie\/72179\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/symmy.com\/cs\/wp-json\/wp\/v2\/media\/72180"}],"wp:attachment":[{"href":"https:\/\/symmy.com\/cs\/wp-json\/wp\/v2\/media?parent=72179"}],"wp:term":[{"taxonomy":"erpedie-topic","embeddable":true,"href":"https:\/\/symmy.com\/cs\/wp-json\/wp\/v2\/erpedie-topic?post=72179"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}