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TCB Infotech | Expert Odoo & ERPNext Implementation Partner

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AI Sales Automation

Dealer & Distributor Ordering, Without the Re-Keying

Let dealers and distributors order the easy way, by message or a simple portal. The AI reads each order, matches the products and prices, checks stock and credit, and creates it in your ERP for confirmation.

50+ ERP and software projects. Zero failed projects since 2021.

AI
Dealer message
👤
Hi, need 20 units of Item A and 10 of Item B, deliver to the Pune store this week.
Sharma Distributors · WhatsApp
Order created
Sales Order SO-4821 Created in ERP
Item A20 units
Item B10 units
Deliver toPune store
24/7
Dealers can order anytime
Auto
Orders parsed and created
Fewer
Order-entry errors
0
Phone orders re-keyed by hand
Why It Matters

Order entry is where the sales team loses its day

Dealers call, message and email orders in every format. Someone has to read them, find the right items and type them into the ERP. The AI takes that job.

Order the Easy Way

Dealers order by message or a simple portal

A dealer sends an order in plain text on WhatsApp or email, or opens a simple portal and picks from your catalogue. There is nothing new to learn and no waiting for office hours. The order reaches you the moment they send it.

  • Order in plain text, no rigid format needed.
  • WhatsApp, email or a simple portal, their choice.
  • Orders come in day and night, not just at your desk.
A dealer sending an order by phone message
Free the Sales Team

No more phone orders re-keyed by hand

Instead of your team reading messages and typing every line into the ERP, the AI does the reading and the data entry. Your people move from copying orders to checking exceptions and looking after dealers.

  • Orders typed once, by the AI, not your team.
  • Fewer wrong items, quantities and prices.
  • Sales staff freed for dealers, not data entry.
A sales team reviewing orders instead of typing them
Before and After

The same order, two very different days

What changes when the reading and the data entry move from your team to the AI.

Manual order entry
  • Orders arrive by call, message and email in every format.
  • Someone reads each one and hunts for the right product codes.
  • Lines are typed into the ERP by hand, one order at a time.
  • Wrong items, quantities and prices slip through under pressure.
  • Orders that land after hours wait until the next morning.
  • The sales team spends its day on typing, not on dealers.
AI order automation
  • Dealers order by message or a simple portal, anytime.
  • The AI reads the order and matches it to your real product list.
  • Stock and credit are checked before the order is confirmed.
  • A clean sales order is created in your ERP, ready to review.
  • Unclear lines are flagged for a quick human check, not guessed.
  • The team confirms and looks after dealers instead of typing.
How It Works

From a dealer message to an order in your ERP

1
Dealer sends
A dealer places an order in plain text by message or on the portal.
2
AI reads
The AI parses the message and pulls out items, quantities and delivery details.
3
Match
Loose names and codes are matched to your real products and current prices.
4
Check
Stock and the dealer's credit are checked, and unclear lines are flagged.
5
Create
A clean sales order is created in your ERP for your team to confirm.
What It Handles

The order-entry work the AI takes off your team

Not just reading the message. Everything between the dealer's request and a confirmed order.

💬

Reads any order format

Plain text, short codes, mixed spellings, a list or a paragraph. The AI pulls the order out of how the dealer really writes.

🔍

Matches products and prices

It maps loose item names to your product list and applies the right price list for that dealer, so lines are correct.

📦

Checks stock

It reads current stock from your ERP, so orders that cannot be filled in full are held for a person to look at.

💳

Checks credit

It looks at the dealer's credit position and outstanding balance, so orders past the limit are flagged before they go through.

Flags what is unclear

When an item or quantity is ambiguous, it asks or marks the line for review instead of guessing and creating a wrong order.

📝

Creates the ERP order

It writes a clean sales order with the right items, quantities, prices and delivery details, ready for your team to confirm.

What Changes

What automated ordering does for the business

Anytime
Dealers order day or night
Auto
Orders parsed and created
Fewer
Wrong items and prices
Faster
Path to fulfilment
Freed
Sales team from order entry
Clear
Record of every order
Why Us

Why teams choose TCB Infotech for order automation

1
We know the ERP side
We build ERP and software, so the AI writes into your system correctly, not into a disconnected inbox.
2
You keep control
You decide which orders go straight through and which wait for a person to confirm.
3
Model-agnostic
We pick the model that fits your accuracy, cost and data needs. No lock-in to one provider.
4
Built on your catalogue
Matching runs on your real products, price lists and dealer terms, not a generic list.
5
Safe by design
Unclear lines are flagged, not guessed, so a wrong order never slips through quietly.
6
Proven delivery
50+ projects across industries, with zero failed projects since 2021.
FAQ

Dealer & distributor ordering questions

How do dealers place an order?
Dealers send an order the way that suits them, in plain text on WhatsApp or email, or through a simple portal. The AI reads the request, matches the products and prices, and prepares an order in your ERP.
Does it create orders in our ERP?
Yes. Once the AI parses the message and matches items, it creates a draft or confirmed sales order in your ERP with the right products, quantities and prices, ready for your team to review.
What if a dealer writes item names loosely?
The AI matches loose names, short codes and common spellings to your real product list. When something is unclear, it flags the line for a quick human check instead of guessing.
Can it check stock and credit before confirming?
Yes. It reads current stock and the dealer's credit position from your ERP, so orders that need attention are held for review instead of going through by mistake.
Which model does it use?
It is model-agnostic. We choose the model that fits your accuracy, cost and data needs, and you are not locked to any single provider.
Do we still control confirmation?
Yes. You decide which orders go straight through and which wait for a person to confirm. The AI does the reading and data entry, your team keeps control of the final step.

Take Dealer Orders Without the Re-Keying

Book a free consultation. We will look at how your dealers order today and show you what it would take to turn those messages into clean ERP orders automatically.

Book a Free Consultation →

No commitment. A practical look at your order flow.