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AI Sales Automation

Dealer and Distributor Ordering Portal

Let dealers and distributors order the easy way, by message or a simple portal.

  • 24/7Dealers can order anytime
  • AutoOrders parsed and created
  • FewerOrder-entry errors
  • FewerPhone orders re-keyed by hand

Why It Matters

Order entry is where the sales team loses its day

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

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

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.

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.

Proof

A self-service ordering app for a distributor

A distributor gave its trade customers a self-service ordering web app connected to its ERP, and went live in ten weeks.

  • The challenge

    Trade orders arrived by phone, email and fax, and the sales team priced, checked and keyed each one into the ERP.

  • The solution

    Customers log in to see their own pricing and live stock, build an order from history or search and submit it into the ERP.

  • The result

    Orders arrive clean at any hour, with validation on codes and quantities, so the team spends less time on data entry.

Read the B2B ordering case study

Why teams choose TCB Infotech for order automation

  • We know the ERP side

    We build ERP and software, so the AI writes into your system correctly, not into a disconnected inbox.

  • You keep control

    You decide which orders go straight through and which wait for a person to confirm.

  • Model-agnostic

    We pick the model that fits your accuracy, cost and data needs. No lock-in to one provider.

  • Built on your catalogue

    Matching runs on your real products, price lists and dealer terms, not a generic list.

  • Safe by design

    Unclear lines are flagged, not guessed, so a wrong order never slips through quietly.

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

No commitment. A practical look at your order flow.