Wholesale & distribution — Automation for wholesalers and distributors
Inside sales retype POs and takeoffs, AP keys in vendor bills, and AR matches payments by hand. These are the parts software can take over, with reps and managers still deciding price, credit and exceptions. 46 automations fit, each with an example and workflow written for wholesale & distribution.
What wholesale & distribution automate
Showing 46 use cases for wholesale & distribution
- Calls & leadsPlanned for a clientAI receptionistAn AI assistant answers after hours, takes adds for the next truck and routes urgent calls to the on-call rep.Wholesale & distributionHow it works
- Calls & leadsPlanned for a clientMissed-call text-backWhen the counter can't pick up, contractors get a text asking what part they need and whether it's for pickup.Wholesale & distributionHow it works
- Calls & leadsBuilt for a clientInstant lead responseNew account inquiries get a reply right away asking what they buy, how often and where they need delivery.Wholesale & distributionHow it works
- Calls & leadsBuilt for a clientLead qualification & routingSorts new inquiries by territory, product line and size, and routes each to the right rep or branch.Wholesale & distributionHow it works
- Calls & leadsLead nurture sequencesProspects locked into another supplier get useful notes until their contract is up, and the sequence stops on reply.Wholesale & distributionHow it works
- Calls & leadsIn build for a clientWebsite chat assistantAnswers questions about stock, account setup and ordering from your own catalog, and hands pricing to inside sales.Wholesale & distributionHow it works
- Calls & leadsPlanned for a clientQuote follow-upOpen quotes get follow-ups to the buyer before they expire, and questions about price or substitutes go to the rep.Wholesale & distributionHow it works
- Calls & leadsBuilt for a clientQuote & proposal builderProduct lists and takeoffs from customers become draft quotes with their account pricing and current stock.Wholesale & distributionHow it works
- SchedulingBuilt for a clientOnline self-bookingCarriers and vendors book receiving dock appointments online from open dock slots, so the warehouse can plan labor.Wholesale & distributionHow it works
- SchedulingPlanned for a clientDispatch schedulingSuggests the truck and route for each delivery by weight, length and equipment, and texts the contractor a window.Wholesale & distributionHow it works
- Intake & documentsBuilt for a clientDigital intake formsReplaces the paper credit application with an online form that collects references, tax status and contacts.Wholesale & distributionHow it works
- Intake & documentsClient onboardingNew trade accounts get the credit application, tax forms and portal login in one flow, and credit stays your call.Wholesale & distributionHow it works
- Intake & documentsDocument collectionCollects what a new vendor line needs: W-9, insurance, price file, product data and SDS, with reminders for gaps.Wholesale & distributionHow it works
- Intake & documentsBuilt for a clientDocument data extractionVendor price sheets, packing lists and customer POs are read into clean lines matched to your item codes.Wholesale & distributionHow it works
- Intake & documentsBuilt for a clientOrder entry automationEmailed POs in each customer's own format become draft sales orders matched to your SKUs and account pricing.Wholesale & distributionHow it works
- Intake & documentsBuilt for a clientDocument generationBuilds customer price sheets and contract pricing letters from the ERP, ready for the rep to check and send.Wholesale & distributionHow it works
- Intake & documentsDocument classificationSorts PODs, vendor invoices, credit memos and tax certificates from the paperwork inbox, and files each to its order.Wholesale & distributionHow it works
- Intake & documentsVisit reports from field notesTurns a rep's site walk notes and photos into a visit report on the account, with follow-ups flagged.Wholesale & distributionHow it works
- Customer communicationCustomer status updatesBuyers get a confirmation, a shipped or delivered notice, and a call from their rep when an item is backordered.Wholesale & distributionHow it works
- Customer communicationInbox triagePOs go to order entry, vendor invoices to AP and complaints to customer service, each linked to the right account.Wholesale & distributionHow it works
- Customer communicationAI reply draftingDrafts replies to buyers about stock, ETAs, pricing and returns from your ERP, for inside sales to check and send.Wholesale & distributionHow it works
- Customer communicationWin-back campaignsFinds accounts that missed their usual reorder and sends a note from their rep about what they normally buy.Wholesale & distributionHow it works
- Customer communicationRenewal remindersReminds reps and buyers before contract pricing agreements end, with the usage summary ready for the renewal talk.Wholesale & distributionHow it works
- Customer communicationAbandoned cart recoveryTrade buyers who build an order in your B2B portal and leave get a note from their rep, with the cart saved.Wholesale & distributionHow it works
- Customer communicationMeeting notes & follow-upsSales calls and account reviews become a summary, quote requests and a draft follow-up in the CRM.Wholesale & distributionHow it works
- Customer communicationSupport ticket triageCustomer emails about orders, returns and shortages are tagged, matched to the order and routed, urgent first.Wholesale & distributionHow it works
- Billing & paymentsBuilt for a clientInvoicing automationWhen an order ships or is delivered, the invoice is drafted from what shipped, with the PO, freight and backorders.Wholesale & distributionHow it works
- Billing & paymentsPayment remindersAccounts on terms get reminders with the invoice and a statement, and disputes or short pays go to the credit manager.Wholesale & distributionHow it works
- Billing & paymentsFailed payment recoveryWhen a standing-order card is declined, the customer gets a link to update it before the next delivery is loaded.Wholesale & distributionHow it works
- Billing & paymentsSupplier invoice processingVendor invoices are matched to POs and receipts line by line, so backorders and short shipments aren't paid early.Wholesale & distributionHow it works
- Billing & paymentsExpense receipt routingReads outside reps' travel and customer lunch receipts, matches them to card charges and codes them to the account.Wholesale & distributionHow it works
- Billing & paymentsBank and payment reconciliationCustomer payments covering many invoices, or part of one, are applied from the remittance, and short pays are flagged.Wholesale & distributionHow it works
- Billing & paymentsBooking deposits & no-show feesTakes a deposit on special-order and non-stock items, shows the return policy, and charges fees only after review.Wholesale & distributionHow it works
- Inventory & operationsBuilt for a clientInventory syncStock received, allocated and sold updates the ERP, B2B portal and marketplaces, so nobody sells allocated stock.Wholesale & distributionHow it works
- Inventory & operationsBuilt for a clientMulti-supplier stock lookupWhen the warehouse is out, inside sales sees other branches, open POs and vendors who can drop-ship, in one search.Wholesale & distributionHow it works
- Inventory & operationsBuilt for a clientMaterial optimization & job costingCut-to-size orders for sheet, bar or roll stock are planned against full lengths and offcuts, then priced from the plan.Wholesale & distributionHow it works
- Inventory & operationsBuilt for a clientProduction tracking boardEvery order shows picked, packed, staged and shipped, so sales can answer buyers without calling the warehouse.Wholesale & distributionHow it works
- Inventory & operationsBuilt for a clientApproval workflowsPrice overrides below margin, credit holds, returns and large POs go to the right manager, with each decision logged.Wholesale & distributionHow it works
- Inventory & operationsCompliance trackingTracks customers' resale and exemption certificates by state and expiry, and asks for renewals before they lapse.Wholesale & distributionHow it works
- Inventory & operationsRecurring task coordinationCreates cycle counts, cooler checks and forklift inspections on schedule, assigns them and follows up until done.Wholesale & distributionHow it works
- Team & HREmployee onboardingRuns a new warehouse hire through paperwork, safety training, forklift certification and first-week check-ins.Wholesale & distributionHow it works
- Team & HRTimesheets & payroll prepCollects warehouse and driver hours, flags missed punches and overtime, and sends approved totals to payroll.Wholesale & distributionHow it works
- Team & HRStaff schedulingDrafts warehouse shifts from expected order volume and staff availability, sends them out and fills open shifts.Wholesale & distributionHow it works
- Data & reportingBuilt for a clientSystem syncKeeps customers, items, prices and orders matched between the ERP, the B2B web store and the CRM.Wholesale & distributionHow it works
- Data & reportingAutomated reportingA weekly report on sales and margin by rep, fill rate, backorders and AR aging arrives without anyone building it.Wholesale & distributionHow it works
- Data & reportingData cleanup and alertsFlags items priced below cost, duplicate customers and items missing a weight or UPC, and alerts whoever owns them.Wholesale & distributionHow it works
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