Automation for Distributors & Wholesalers

Connect your ERP, inventory systems, and supplier networks for efficient order processing.

Industry Benchmarks

3-5%
Revenue lost to stockouts
Source: IHL Group
25%
Of orders require manual rework
Source: Aberdeen Group
$200K+
Annual cost of inventory errors
Source: Warehousing Education and Research Council

Sound Familiar?

These are the challenges we hear most often from distributors & wholesalers.

Order Entry Backlog

Sales orders from multiple channels manually entered into ERP, causing delays

Inventory Mismatches

Stock levels out of sync between warehouse, website, and sales tools

Supplier Communication

Manually sending POs and chasing order confirmations from suppliers

Shipping Coordination

Juggling multiple carriers and tracking numbers across different systems

How We Help Distributors & Wholesalers

Tailored automation solutions designed for your industry's specific needs.

Order Integration

Unified order flow from all sales channels - web, phone, email, EDI - directly into your ERP for immediate processing.

Inventory Synchronization

Real-time stock levels across all systems - warehouse, e-commerce, sales tools - preventing overselling and stockouts.

Supplier Automation

Automated PO generation, transmission, and confirmation tracking. Reorder points trigger purchasing without manual intervention.

Shipping & Tracking

Multi-carrier rate shopping, label generation, and tracking number distribution to customers and sales reps automatically.

Workflow Automation

Common Distributors & Wholesalers Workflows

See how we automate the workflows that matter most to your business—from understanding to implementation.

1 of 2AI-Powered

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.

Job to Be Done

Process orders from any channel (email, phone, web, EDI) into a unified ERP entry without manual data entry

Trigger: Order received via any channel

Workflow Steps

STEP 1
Receive Order

Order arrives via email, web, phone transcription, or EDI

EmailWeb StorePhone System+1
STEP 2
AI Data Extraction

AI reads unstructured order (email, PDF, voicemail transcript) and extracts SKUs, quantities, shipping info into structured format

OpenAIClaudeDocument AI
STEP 3
Validate Inventory

Check real-time inventory availability across warehouses

SAPNetSuiteFishbowl
STEP 4
AI Fulfillment Routing

AI determines optimal warehouse and shipping method based on inventory, location, and delivery requirements

AI ModelRouting Engine
STEP 5
Create ERP Order

Sales order created in ERP with all line items and fulfillment instructions

SAPNetSuiteQuickBooks
STEP 6
Confirm to Customer

Order confirmation sent with expected delivery date

EmailSMSCustomer Portal

Data That Flows Through

Raw order (any format)Structured order dataInventory statusFulfillment planERP order IDConfirmation

Outcomes

Same-day processing increased to 95%
Orders from email/phone processed automatically
Zero manual data entry for 80% of orders
Complex routing decisions automated

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 Workflows

Tools We Integrate With

We connect the software your industry relies on.

SAP Business One
NetSuite
QuickBooks Enterprise
Fishbowl
TradeGecko
ShipStation
Shopify
BigCommerce

Who We Help

We work with professionals across distributors & wholesalers facing these common challenges.

Operations Director at regional distributor

Typical Challenges

  • Orders from phone, email, web, EDI requiring separate entry
  • Inventory 24 hours behind reality
  • Same-day processing below 70%

Typical Impact

  • Unified order intake across all channels
  • Real-time inventory accuracy
  • Same-day processing above 95%

Common Software

SAP Business OneShipStationShopify

Inventory Manager

Typical Challenges

  • Stock levels out of sync between systems
  • Overselling creating customer issues
  • Reorder points managed manually

Typical Impact

  • Zero overselling
  • Automated reorder triggers
  • Stockouts reduced significantly

Common Software

NetSuiteFishbowlBigCommerce

Purchasing Manager at wholesale company

Typical Challenges

  • Morning spent sending POs manually
  • Afternoons chasing supplier confirmations
  • No visibility into delivery dates

Typical Impact

  • Automated PO generation at reorder points
  • Supplier communication automated
  • Purchasing admin time cut in half

Common Software

QuickBooks EnterpriseEDI SystemEmail

Frequently 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.

Ready to Transform Your Distributors and Wholesalers?

Let's discuss how we can automate your workflows and free up your team to focus on what matters most.