Wholesale
Move orders from email and PDF into the next step with clear checks.
Wholesale operations receive recurring orders and enquiries. AI can match items, quantities and units and prepare a draft; people review open points and approve the next step.
Example: what your order workflow could look like
An illustrative workflow for orientation.
Order arrives by email or PDF
- Input
- Email, PDF or order attachment
- Processing
- AI reads the order information and assigns it to the case.
- Result
- A structured order draft is ready for review.
- Responsibility
- AI supports
*Items, quantities and units are matched
- Input
- Read items, quantities and units
- Processing
- AI compares the information with approved item data.
- Result
- Matches and unclear details are visible.
- Responsibility
- AI supports; unclear items or units: Clarification required
Availability and agreed terms are supplied by the system
- Input
- Matched items and customer data
- Processing
- The system supplies approved availability and agreed terms.
- Result
- Checked data is ready for the order draft.
- Responsibility
- System supplies data; unclear availability or terms: Clarification required
An order draft and open questions are prepared
- Input
- Matches and supplied system data
- Processing
- AI summarises the order draft and flags open points.
- Result
- A draft with clear questions is prepared.
- Responsibility
- AI supports
Sales reviews exceptions and approves
- Input
- Order draft and open questions
- Processing
- Sales reviews prices, terms and exceptions.
- Result
- The order is approved or returned for clarification.
- Responsibility
- A person decides; unclear prices or exceptions: Clarification required
*The approved order and confirmation move to the next process step
- Input
- Approved order
- Processing
- The system transfers approved data to the next step.
- Result
- The order and confirmation are ready for further handling.
- Responsibility
- System supplies data
Follow-on processes
Supplier confirmations
Delivery status and customer enquiries
Complaints and returns
How a possible project starts
AI prepares, and systems supply approved data. People decide on prices, terms, exceptions and approvals. Prices and orders are never approved automatically.
Request a conversationAI readiness check: available
The self-check with 17 questions in four areas is available. The first assessment remains provisional.
Start the AI readiness checkFree 30-minute conversation
After the check, we discuss the specific workflow and possible bottlenecks. You then decide whether to enquire about an analysis.
Analysis before an offer
In-depth analysis is offered separately as a paid service. Only after you commission it can we see whether preparation is needed, a software proposal makes sense, or no project fits now.