AI-Agents for Wholesale Distribution
Agents help wholesale distributors keep stock flowing to retailers and other businesses.
Remind the reviewer before an inventory purchase request is due.
Your current reviewer receives a timely card link before a purchase request is due. Your team can see when the reminder went out.
4 toolsSend inventory suppliers W-9 corrections with a way to edit their forms.
Your supplier gets clear W-9 corrections and a way to update the same form, so you can review the revised paperwork.
Keep each quoted item within its discount limit.
Your sales team gets a clear quote decision, with the exact line to fix when a discount exceeds the limit you set.
4 toolsCatch expired wholesale offers and unapproved terms before approval.
Your quote approvals come with a clear decision, and rejected quotes show the date or terms change needed before resubmission.
4 toolsSend inventory supplier bills with approval violations to the policy owner.
Your policy owner gets supplier bills that break approval rules, so those exceptions have someone to review them.
Check show contacts against buyer criteria before adding them to outreach.
Your outreach list gets qualified trade show prospects with checked card details and the show recorded as their source.
Draft replies to buyers' order questions for review.
Get an email draft in the customer's conversation. Review an answer based on your team's guidance before you send it.
6 toolsDraft buyer discount replies against earlier account offers.
You get a reply ready to review in the customer's conversation, with a flag when the price needs a decision.
Draft replies to buyers asking for lower quoted prices.
Get an email reply draft when a customer asks for a discount. Review the offer or decline against your rules before you send it.
Send approved product suppliers a portal invitation for setup.
Suppliers get the form to start setup, and your procurement team gets the portal link to keep the purchase moving.
Start supplier setup for approved orders for resale inventory.
Your supplier setup work follows purchase orders, with a linked case when needed and a clear reason when no new case opens.
Rewrite first emails to prospective buyers using the revised sales pitch.
Your cold outreach emails reflect the revised pitch before launch, with specific reasons for contacting each audience ready for review.
