A checked order-entry draft
Original PO lines alongside SKU matches, conversions, account terms, and held exceptions.
AI for Wholesale distribution
Get the order right. Before it reaches the floor.
Prepare customer orders and replenishment reviews with the account terms, item cross-references, and pack-size evidence that distributors depend on.
Order-desk workspace
A useful handoff
The order, checked line by line.
| Order detail | Check | Next step |
|---|---|---|
| Customer item code | Approved alias found | Review proposed SKU |
| Ordered quantity | Case versus each | Confirm pack conversion |
| Quoted price | Agreement date conflict | Account owner to review |
Keep item matches, quantity conversions, and commercial exceptions visible.
Built around your work
The work behind the industryWhere the day
Where the day
gets held up.
A buyer orders in cases, the warehouse stocks in eaches, and a customer-specific code hides the standard SKU. A useful workflow reconciles those meanings before a sales-order entry or buying decision commits the business.
Sound familiar?
Order-desk staff translate customer product codes and pack sizes by hand.
Purchase-order prices need checking against account agreements and effective dates.
Planners reconcile reserved, incoming, and available stock before preparing replenishment.
Practical places to put AI to workStart with a task
Start with a task
your team recognizes.
Open a workflow to see its inputs, prepared output, and review point.
Workflow 01
Prepare checked sales-order entries
Put original customer lines beside proposed SKU matches, pack conversions, and unresolved terms.
See the inputs, work & handoff Workflow 02Prepare a replenishment review
Reconcile stock states and inbound orders before applying the planner's existing reorder rules.
See the inputs, work & handoff Workflow 03Keep product records consistent
Organize documented product attributes, variant identifiers, and units for the catalog owner's review.
See the inputs, work & handoffA useful first projectOne workflow.
One workflow.
A concrete handoff.
Choose one customer group and order format. Confirm the owners of item mappings, prices, inventory planning, and order acceptance.
Scope a first projectProject outline01
Prepare orders for one customer group
Bring these inputs
- Customer purchase orders
- Approved item and pack mappings
- Dated account terms
- The prepared output
- A source-linked sales-order draft with proposed entries, quantity conversions, and held lines for the order desk.
- The person who reviews it
- Order-desk lead, with account, credit, and inventory owners for their respective decisions.
- What we would test
- Try an each-versus-case mismatch, an obsolete item alias, and a revised PO with the same number. The draft must preserve the original lines and hold unresolved conversions or terms.
Tangible work
What the team takes away.
A planner’s replenishment worksheet
Existing stock rules supported by reconciled reservations, inbound orders, and source timestamps.
A maintained mapping handoff
Item aliases and units owned by master-data staff, with corrections and duplicate-order protection.
Built for the settingThe details
The details
that shape the scope.
Units change the transaction
Case, pallet, length, weight, and each need approved conversions. A plausible item match can still be the wrong quantity.
Terms belong to the account and date
Negotiated prices, ship-to records, credit status, and requested delivery dates have different owners and effective periods.
Availability is not a commitment
On-hand inventory, reservations, incoming stock, and allocation rules must remain distinct. A prepared draft cannot promise a ship date or authorize a substitution.
Test the awkward cases.
Try a case-versus-each mismatch, an expired price agreement, a PO amendment with the same number, a discontinued item alias, and a requested substitution.
The help behind the workflowChoose the work.
Choose the work.
Then the right service.
010203
Explore all services ↗Custom AI software
Create an order review workspace around customer codes, pack sizes, account terms, and held lines.
Document intelligence
Extract purchase-order lines and supplier product facts while retaining their original source references.
Process automation
Route order exceptions and approved handoffs to the order desk, account owner, or inventory planner.
A few useful answers
Before we begin.
Should we start with order entry or replenishment?
Choose the task with a clear owner and repeatable inputs. Order entry fits repeated code, pack, and price checks; replenishment fits the work of reconciling stock states before applying established planning rules.
What if customer item mappings are incomplete?
Start with a customer group whose mappings have an owner. Keep unknown aliases and unclear pack conversions in a review queue, then use confirmed corrections to improve the approved reference records.
Can it accept emailed purchase orders?
An approved email intake can be scoped, but attachments and extracted values require checks. Receiving a PO does not mean accepting its terms.
Will it override credit holds or choose replacements?
No. Credit authority and customer-approved substitutions remain with the designated business owners.