AI and managed IT for wholesalers and distributors.

These are the first four automations we usually build for wholesale and distribution. Each one runs on ChatGPT, Claude, Gemini, Copilot or any other AI platform, connects to the tools you already use, and keeps a person on every decision that matters. A single workflow typically costs about $5,000 in the market, and our fixed quote comes in under it.

• Email and PDF order entry.Orders arriving by email, PDF or spreadsheet are read, matched to customer item numbers and entered as draft sales orders. Inside sales confirms anything flagged before the order is released. Example: saves about 10 hours a week for a team handling 60 orders a day.
• Price and availability replies.Customer requests for pricing and stock are answered with a drafted reply pulled from your ERP. A rep reviews the reply and sends it. Example: cuts reply time from hours to minutes.
• Vendor invoice matching.Vendor invoices are matched against purchase orders and receiving records, and mismatches are flagged with the reason. Accounts payable approves each exception. Example: saves about 5 hours a week in AP.
• Backorder and delivery updates.When ship dates slip, affected customers get a drafted update with the new date and options. A rep approves each message before it goes out. Example: cuts inbound 'where is my order' calls by about a third.

Automation only holds up on systems that are patched, backed up and locked to the right people. Managed IT help desk and monitoring start at $75 per user per month and run 24x7x365, with upkeep and security added a la carte.

• Reliable warehouse Wi-Fi for scanners and printers.
• Tested backups of ERP and warehouse management data.
• Email protection against fake vendor banking changes.
• Secure remote access for reps on the road.

Distributors that take cards fall under PCI DSS, customer and employee data falls under the NY SHIELD Act and New Jersey's breach notification law, and some food distributors face FDA traceability recordkeeping rules. This is general information, and your own advisers have the final word.

For example, a 35-person distributor receives about 60 emailed orders a day, and each takes 6 minutes to key into the ERP. With an order entry automation, most orders arrive as drafts with item numbers matched, and staff spend about 1 minute confirming each one. That frees around 5 hours a day for calling customers.