Industry · Wholesale & Distribution

An account rep that takes orders and manages B2B accounts 24/7.

Wholesalers and distributors: B2B account orders, pricing, stock check and reorder reminders — at trade-channel scale.

Wholesale & Distribution · AI agent• Online
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The industry problem

What's breaking in wholesale & distribution right now.

Order calls drain reps

Same accounts placing the same orders weekly via phone — manual capture errors.

Contract pricing confusion

Each account has different prices/terms; reps make mistakes; trust erodes.

Stock check is painful

Buyer asks 'have it?' — rep checks ERP, calls back, sale slipped.

Reorder moments missed

Account runs out; switches to competitor; no proactive reminder.

How it works · 01

What the account rep knows

  • Each B2B account's catalog, pricing, terms
  • Live stock and ETA per SKU
  • Order history and reorder patterns
  • Delivery zones and cutoffs
  • Credit limits and payment terms
  • Promotions and seasonal availability
How it works · 02

What it does for every customer

  • Captures orders by SKU or by template (saved orders)
  • Applies correct contract pricing automatically
  • Checks live stock and offers substitutes if short
  • Sends reorder reminders based on history
  • Issues POs, invoices and statements in chat
  • Handles credit and payment queries with finance team
A real example

Food & beverage distributor · 1,200 trade accounts

Orders/week
5,800
Phone order share
62%
Pricing errors/mo
180
Lost reorders/mo
9%
Before the AI agent
62%
Orders via phone
180/mo
Pricing errors
9%/mo
Lost reorders
Manual
Stock check
Friday · 23:40 Reply < 30s
Cohen Grocery, regular weekly order please. Add 2 cases of olive oil this week, we're running low.
Hi Cohen Grocery — pulling your weekly template (42 SKUs, last week's quantities). Adding 2 cases olive oil (item 4012, your contract price ₪148/case = +₪296). Stock check: all 44 items available except item 8019 (semolina 5kg) — 3 cases in stock vs your usual 5. Two options: 1) Take the 3 + back-order 2 (arrives Mon), 2) Sub item 8021 (semolina 4kg, similar quality, contract price ₪38). Which?
Take 3 + backorder 2. Delivery Thu morning if possible.
Done. Order total ₪14,820, delivery Thu 08:00–11:00 window (your standard). Backorder for semolina ships Mon, arrives Tue 09:00. PO auto-issued, sending invoice + current statement to your email. Your account balance after this order: ₪32,400 (within your ₪50K credit line). Anything else?
What your team sees
Order
✅ Cohen Grocery · 44 SKUs · ₪14,820
Delivery
Thu 08:00–11:00 · standard route
Backorder
Semolina ×2 · Mon ship · Tue arrive
Credit
₪32,400 / ₪50K limit · OK
Account health
On-time payer · 4yr customer
Pushed automatically to your CRM via webhook.
After 4 months
Phone order share
18%
From 62%
Pricing errors
0
Auto-applied
Reorder capture
+ 28%
Proactive reminders
Rep capacity
+ 3x
Focus on growth
Industry-specific

Built for wholesale & distribution.

01

Saved order templates

Knows each account's standard order; reorder in one message.

02

Contract pricing engine

Per-account pricing, terms and rebates applied automatically.

03

Live stock + substitutes

Real-time availability with smart substitution offers.

04

Reorder intelligence

Predicts run-out based on history; nudges before competitors do.

05

PO, invoice, statement in chat

All trade documents accessible in conversation; finance happy.

06

Credit awareness

Knows credit limits; flags orders that need approval; protects ARs.

Who it fits

Made for every shape of wholesale & distribution.

Food & beverage distributors

Trade & on-prem

Consumer goods wholesale

Retail channel

Industrial supplies (MRO)

B2B replenishment

Pharma distribution

Pharmacy channel

Electronics distribution

Reseller channel

Building materials

Contractor accounts

Common questions

  • Yes — native connectors for the tools distributors use (CRM, scheduler, billing, catalog). Custom APIs via webhooks.

Ready when you are

Take orders 24/7. Never miss a reorder.

14 days · No credit card · Cancel any time

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