Wholesale and distribution
AI for wholesale and distribution businesses
AI and automation for multi-site wholesalers and B2B distributors in Sydney, Brisbane, Melbourne and across Australia and New Zealand, built into the ERP your teams already use. Work starts with discovery on one quote or order queue, then a shadow pilot, then rollout.
Sound familiar?
Quotes wait on two people
Pricing knowledge sits with a few senior staff.
Purchase orders retyped
Emailed and PDF orders keyed in line by line.
Pricing checked by hand
Customer prices, rebates and discounts checked per quote.
Stock questions by email
Availability and lead times looked up one at a time.
Invoices and freight
Supplier and carrier charges matched by hand.
Reporting across sites
Warehouses and entities compared in spreadsheets.
What we build
AI quoting workflow
AI reads the enquiry, matches SKUs, applies ERP customer pricing and your margin rules, and drafts the quote in the ERP. Out-of-policy discounts go to a manager.
Purchase order capture
Emailed and PDF orders read, checked against customer, item and price data, and queued for approval into the ERP.
Supplier invoice and freight matching
Invoices matched to purchase orders and receipts, freight charges to consignments, with mismatches sent to a person.
Reporting
One view across warehouses and entities, refreshed from the ERP.
Your ERP stays the source of truth
Prices, stock and customer terms are read from your ERP, and approved work is written back to it. Nothing posts until a person approves it, and every step is logged.
- No new platform for staff to learn
- A person approves every customer-facing output
- You own the code
How an engagement runs
Discover
One process at one site, with a measured baseline of volume and turnaround.
Prove
AI runs in shadow mode on live orders while your team works as today, and we compare.
Build
Connected to your ERP, with approvals and logs.
Run
We support it, or hand it to your IT team with the code and documentation.
Systems we work with
We connect to the platforms you already run. You keep your licences and your data.
- SAP Business One
- Microsoft Dynamics 365 Business Central
- Oracle NetSuite
- Pronto Xi
- Xero
Proof: records to quote lines
We built the defect quoting engine for a national fire protection provider. It categorises technician defect records and suggests quote lines for the quoting team to check.
- Built in the client's own cloud in Sydney
- Read-only access through restricted views
- Go-live based on measured agreement
Questions
Can AI create quotes directly in our ERP?
Yes. AI drafts the quote through your ERP's API, so it appears as a normal quote in SAP Business One, Business Central, NetSuite or Pronto Xi. A rep checks and sends it, and quotes outside your discount policy go to a manager first.
How does AI quoting handle customer-specific pricing and rebates?
AI does not set prices. It reads each customer's price list, contract prices and rebate terms from the ERP, applies your margin and discount rules, and flags any line that falls below the margin floor for a person to approve.
We raise 10 to 30 quotes a week in our ERP. Is that enough to automate?
Often, when each quote takes real effort to build, such as many lines, customer-specific pricing or stock checks across warehouses. At that volume the gain is mostly faster turnaround, consistent pricing and fewer quotes waiting on one senior person. If quotes are short and simple, a cleaner price book and ERP quote templates may be enough. Discovery measures the time per quote today before anything is built.
Related
- We want to use AI in our quoting process. What can it do, and who can help in Sydney and across Australia?How AI reads quote requests from email, PDFs and drawings, prices them from your price book and drafts the quote in your system for an estimator to approve.
- Customers email us PDF purchase orders and staff retype them into the ERP. Can AI do this reliably?How AI reads emailed PDF purchase orders, checks them against customer, item and price data, routes exceptions to a person, and writes orders to your ERP.
- We run several entities across Xero, MYOB and Business Central. How do we close month-end faster and get one group report?How groups on Xero, MYOB and Business Central close month-end faster: intercompany matching, one consolidation and AI drafts an accountant checks.
- AI agents for Australian organisations, built inside your systemsAn AI agent is software that reads incoming work, decides within your rules and acts across your systems. A person approves the result.
- System integrationConnections between the systems you run.
- SydneySolve8 provides AI advisory, consultancy and automation for mid-sized to enterprise, multi-site Sydney organisations in professional services, construction, field service and financial services.
Which quote or order queue is slowest?
Name it and we will measure it with you before quoting the first phase.
Fixed-fee phases, agreed before we start. Stop after any phase.