AI automation for distributors
Make an approved buyer a ready buyer.
Connect approved buyer onboarding, catalog permissions and order preparation with checks that expose account problems before they block a sale.
- A starting point
- Dealer onboarding
- Your team owns
- Approvals and exceptions
- We look after
- Setup and monthly care
FOR DISTRIBUTORS
Choose the handoff that needs help.
Dealer onboarding
Turn an approved dealer application into a usable commerce account with the right company, contact and account setup.
B2B account reconciliation
Repair mismatches between approved business buyers and their commerce accounts using the designated source of truth and explicit identity checks.
Catalog access checks
Verify that business buyers have the correct catalog, pricing assignment and location permissions before checkout is marked ready.
Shipping rate validation
Carry a selected, current shipping quote into order preparation and stop stale or mismatched rates from becoming silent checkout errors.
ONE USEFUL FIRST STEP
Start with a process you know.
Take one recently approved account and one account that needed manual repair. Compare the required company, contact, catalog and checkout setup before choosing the first automated check.
Verify the recorded buyer approval and agreed commercial assignment.
Reuse or provision the required company and contact relationships.
Check catalog, location permissions and pricing readiness before enabling the order path.
Validate the selected shipping rate at order preparation and route exceptions to the order desk.
Why this fits your team
Wholesalers, manufacturers and dealer networks
Approval is only one step in a distributor's account setup. The buyer may still need a company relationship, a location role, the correct catalog and a valid shipping selection. An enabled flag can hide incomplete setup until someone tries to order.
We map those prerequisites into a repeatable readiness process. Existing companies and contacts are reused where the identity is clear, and legacy conflicts become review cases instead of another round of duplicate accounts.
AN EXAMPLE
Picture the handoff.
An approved dealer has the correct company record but lacks a location permission. The readiness check identifies the gap before checkout, completes only the permitted repair and records the result for the account team.
Illustrative scenario. Tools and rules are confirmed during scoping.
Your people make the call.
Your team approves the buyer and commercial terms. True identity conflicts, unusual pricing and unavailable shipping options stay with account staff. Automated setup should not silently change the business's terms.
A few measures that matter.
Agree on a starting point. Review what changes.
- Approved buyers reaching verified readiness
- Accounts blocked by catalog or permission issues
- Orders requiring shipping-rate reselection
LET’S MAKE WORK FLOW
Bring us the busywork.
We’ll help you choose a useful first automation.