AI Transformation · Wholesale and distribution
For distributors, wholesalers and dealer networks: agents that read orders from email and WhatsApp, keep dealer portals and stock in sync, and chase overdue invoices, alongside AI for pricing, purchasing and finance, each approved by a person.
Where AI helps first
Every agent action approved by a named person
Written for
Managing directors and COOs, Sales and channel heads and CFOs and credit controllers
The question you came with
Why are orders still keyed in from email and WhatsApp, and why are collections always late?
Part of Enterprise AI Transformation
Where it starts in distribution. The first work handed to agents: order capture agent, dealer and B2B ordering portals and availability and reorder suggestions. Each one drafts or flags, and a named person approves.
See the whole programmeIf two of these are true, the rest of this page is about you.
What it costsErrors, delays and staff tied up in data entry.
What changesAgents read every order, match products and prices, and create it in the ERP for a person to confirm.
Agentic OS · ContextWhat it costsSales teams spend the day answering the same questions.
What changesA dealer portal and chat agent answer stock, price and status questions from live data.
Agentic OS · FlowWhat it costsWorking capital tied up, and credit limits ignored.
What changesAn agent chases overdue invoices in the right tone, and flags accounts over their limit.
Agentic OS · AgentsWhat it costsMargin leaks through wrong prices and missed rebate claims.
What changesPrice lists, discounts and rebates in one place, with margin checked on every order.
Agentic OS · PulseWhat changes for each of the people who sign off.
Working capital and margin, without adding headcount.
Dealers who can order and check status on their own.
Collections on time and credit limits respected.
The capability on the left, what your team would notice on the right.
Orders read from email, PDF and WhatsApp, matched to products and price lists, and created in your ERP for confirmation.
Dealers order, check stock and track deliveries themselves, connected to your ERP.
Stock across warehouses visible in one place, with reorder suggestions based on demand.
Customer-specific prices, discounts and rebates managed in one place, with margin checks on each order.
Overdue invoices chased by email and WhatsApp, payment promises logged, and disputes routed to finance.
ERP, e-invoicing for each market, and data from systems such as QuickBooks, Sage or Tally migrated cleanly.
The same programme runs in operations, finance and service. These are the first workflows we usually see handed to agents. Each one drafts, checks or flags; a named person decides.
Orders read from email, PDF and WhatsApp and created in the ERP for confirmation.
Supplier confirmations matched to purchase orders, and reorder suggestions based on demand.
Overdue invoices chased, payment promises logged, and credit limits checked before shipping.
Dealer questions on stock, price and delivery answered from live data, with handoff to a named person.
E-invoices issued in each market, and dealer contracts checked against your standard terms.
Small, fixed and useful on its own. You decide after each step.
Order flow, systems and collections reviewed, and the first workflows ranked: usually order capture or collections.
One agent live on real orders or overdue invoices, with a baseline and a person approving.
Self-service ordering for dealers, and margin checks on every order.
Yes. Orders are read from email bodies, PDF and Excel attachments and WhatsApp messages, then matched to your product codes and price lists.
SAP, Oracle, Microsoft and mid-market ERPs, plus migration from systems such as QuickBooks, Sage or Tally. The review recommends what fits.
When it answers their real questions, stock, price and status, faster than calling. We launch with your largest dealers first.
With the AI Transformation Review. It names the first workflow worth handing to an agent.
Fixed-scope offers that fit this industry. Each has a set timeline and a deliverable you keep.
Outgoing e-invoices compliant in each market, and incoming invoices read by AI
Invoices read, matched and posted automatically, with exceptions resolved or drafted by an agent
A voice agent live on your number for one use case, in your customers' languages
The services, tools and rules that matter most in wholesale and distribution.
Start with a fixed-fee AI transformation review. We map your systems, data and teams against the six layers of Pegasus Agentic OS and name the first workflows to hand to agents. You keep the findings whether or not you work with us.