Automation for Distributors & Wholesalers
Connect your ERP, inventory systems, and supplier networks for efficient order processing.
Challenges We Solve
Tap each card to see how we solve the most common challenges facing distributors & wholesalers.
Order Entry Backlog
Sales orders from multiple channels manually entered into ERP, causing delays
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Order Integration
Unified order flow from all sales channels - web, phone, email, EDI - directly into your ERP for immediate processing.
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Inventory Mismatches
Stock levels out of sync between warehouse, website, and sales tools
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Inventory Synchronization
Real-time stock levels across all systems - warehouse, e-commerce, sales tools - preventing overselling and stockouts.
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Supplier Communication
Manually sending POs and chasing order confirmations from suppliers
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Supplier Automation
Automated PO generation, transmission, and confirmation tracking. Reorder points trigger purchasing without manual intervention.
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Shipping Coordination
Juggling multiple carriers and tracking numbers across different systems
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Shipping & Tracking
Multi-carrier rate shopping, label generation, and tracking number distribution to customers and sales reps automatically.
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Common Distributors & Wholesalers Workflows
See how we automate the workflows that matter most to your business—from understanding to implementation.
AI-Powered Multi-Channel Order Processing
Orders arrive in every format imaginable—emails with attachments, phone voicemails, web forms, EDI transmissions. AI extracts and normalizes the order data, validates against inventory, and creates ERP entries automatically.
Process orders from any channel (email, phone, web, EDI) into a unified ERP entry without manual data entry
Workflow Steps
Receive Order
Order arrives via email, web, phone transcription, or EDI
AI Data Extraction
AI reads unstructured order (email, PDF, voicemail transcript) and extracts SKUs, quantities, shipping info into structured format
OpenAI
ClaudeDocument AIValidate Inventory
Check real-time inventory availability across warehouses
SAP
NetSuite
FishbowlAI Fulfillment Routing
AI determines optimal warehouse and shipping method based on inventory, location, and delivery requirements
Create ERP Order
Sales order created in ERP with all line items and fulfillment instructions
SAPNetSuite
QuickBooksConfirm to Customer
Order confirmation sent with expected delivery date
Data That Flows Through
Outcomes
Implementation Options
This workflow can be built on any of these platforms. Click to see implementation notes:
Ready to automate these workflows for your business?
Discuss Your WorkflowsReady to Transform Your Distributors and Wholesalers?
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Contact UsFrequently Asked Questions
Which ERP systems do you integrate with?
We work with major ERP systems including SAP Business One, NetSuite, QuickBooks Enterprise, Sage, Acumatica, and industry-specific platforms. We can also integrate with inventory management tools like Fishbowl and Cin7.
Can you handle EDI integrations?
Yes, we regularly set up EDI connections with major retailers and trading partners. We can translate between EDI formats and your internal systems, eliminating manual EDI document processing.
What about multi-warehouse operations?
Our integrations support multi-location inventory, warehouse transfers, and location-based fulfillment routing. We can optimize order routing based on inventory availability and shipping costs.