Wholesale
AI consulting for wholesalers and distributors
Wholesale margins are thin and the admin is heavy. Orders come in by email, phone and PDF and get keyed by hand. Pricing lives in a spreadsheet that three people update. Supplier invoices are matched against POs one line at a time. Customer service spends the day answering stock and ETA questions the system already knows.
Where the hours go
- Order entry
- Customer orders arriving in every format and being keyed into the inventory system by hand, with errors found at dispatch.
- Pricing and quoting
- Customer specific pricing, contract rates and quotes managed in spreadsheets and email threads.
- Supplier invoices and landed cost
- Matching supplier invoices to POs and receipts line by line, and landed cost calculated late or not at all.
- Stock and ETA queries
- Sales and customer service staff answering availability and delivery questions all day.
How we build
We work with wholesalers, importers and distributors to take that repeated work off the sales and operations team. Most of it sits beside the inventory and accounting systems you already run, reading from them and writing back.
Software we usually meet
- Unleashed
- Cin7
- DEAR
- NetSuite
- MYOB Advanced
- Pronto
- Xero
- MYOB
What we build
Orders into the system without rekeying
Reading inbound orders from email, PDF and spreadsheet. Creating them in your inventory system, and sending anything unclear to a review queue.
Quotes from your pricing rules
Drafting quotes from customer pricing, contract rates and history in your template, for a person to check and send.
Supplier invoice matching
Matching supplier invoices to POs and receipts, coding them, and flagging price and quantity variances before they are paid.
Customer query handling
Drafting answers to stock, ETA and document requests from your own systems, with a person approving what goes out.
Case studies
How it works
- 01
Intro call
A short call to talk through your objectives, goals and timeframes, and agree what success looks like. No problem is too big or too small, whether that is construction estimation, materials procurement, job quoting or AI SEO.
- 02
Discovery
We sit with your team for an extended stretch to understand your business, the systems you run and how the work gets done day to day.
- 03
Roadmap
We put together a roadmap of action items, in order, that takes you from where you are today to what we agreed success looks like.
- 04
Execution
We do the work, check it against the goals we set on the first call and do not call it finished until you are satisfied.
Questions
Can you work with Unleashed, Cin7 or NetSuite?
Yes. Those and most other inventory and accounting systems in this sector have an API. What we build reads from and writes back to yours, and stays out of the way of it as the system of record.
Our customers order in every format imaginable. Can that be automated?
That is the normal case. Order intake is designed per customer format, tested against your own order history, and anything below a confidence threshold goes to a person to check.
Where do you usually start with a wholesaler?
Order entry and supplier invoice matching, because they consume the most hours and the errors are expensive. Pricing and quoting usually come next. Discovery confirms the order for your business.
How do we start?
Book a 30 minute intro call. We talk through what you want to achieve and what success looks like. Then we scope a discovery period with your sales and operations team and quote it before it starts.
Solutions we build here
Other industries
Next step
We map where your hours go and price the work that is worth automating.