Handle account requests and amendments against agreed terms.
- Example roles
- Account support · Order intake
- Working together
- Send validated demand to operations.
AI Agents for
Wholesale & Distribution.
Keep orders moving.
A connected team.
Connect customer requests, stock checks and fulfillment across your wholesale business.
Familiar challenges.
A clearer way to work.
Explore everyday coordination problems and the workflows you can build around them.
A WORKFLOW TO BUILD
Capture the request against the customer and order before routing it.
Your departments.
Every order connects your departments.
Give commercial, warehouse and back-office teams a shared view of the next action.
Your distribution teamShared context
THE WHOLE DEPARTMENT, IN MOTIONAn order changes. Your team stays connected.
An order changes. Your team stays connected.
Your team moves it forward.
In this illustrative workflow, a trade customer adds cartons to an order. The team checks stock and requests approval for a split delivery before confirming anything.
Order WD-1048 / Additional cartons
Wholesale & DistributionTrade order · Email + internal team
EXAMPLEAlex · Trade customer · 10:24Can you add 20 cartons of item A-12 to tomorrow’s order? Please let me know if that changes delivery.
Internal messages stay within your team.The requester sees only the replies intended for them.
SHARED INDUSTRY KNOWLEDGEMany roles.
Many roles.
A shared understanding.
Company policies, department knowledge and role-specific permissions work together. Select a layer to see how it guides the team.
Distribution knowledge
Maintain product references, customer terms, picking cutoffs and stock-source definitions.
IN THIS ORDER EXAMPLE
Allocatable stock is distinguished from expected incoming stock.
EVERY ACTION HAS AN OWNERSee the work.
See the work.
Follow every decision.
Inspect example actions across your teams: who acted, which system was involved and where a person needs to decide.
CONNECTED TO YOUR ORGANIZATIONOne connected team.
One connected team.
Every system you work with.
Click a system to connect it to your wholesale & distribution team.
Illustrative connections, using example data.
ERP
Not connectedConnect ERP to explore how your wholesale & distribution team uses it in this example.
A little more clarity.
What can AI agents do for distributors?+
Defined roles can capture orders, retrieve stock information, coordinate exceptions and prepare customer updates using authorized records.
Will an agent promise stock that is on order?+
Configure the workflow to distinguish on-hand, reserved and expected quantities. Uncertain availability should be verified before a commitment.
Can order changes require approval?+
Yes. The proposed workflow separates requests, internal authorization, customer acceptance and the final order update.
How are trade account terms handled?+
Use the current approved account terms and route exceptions to the responsible sales or finance owner.
Does this replace warehouse staff?+
The example coordinates information and decisions. Warehouse staff retain physical checks and fulfillment responsibility.
Where should we start?+
Start with one order intake channel, a limited product range and reviewed stock checks before enabling order writes.
Make room for
a more connected team.
Connect your order desk, warehouse and people around every customer commitment.
Build your wholesale & distribution team