INDUSTRIES · B2B WHOLESALERS & DISTRIBUTORS
Trade accounts that run on software, not on retyping.
Wholesale mOS gives distributors Agentic Citizens that read purchase orders straight into your ERP, keep every customer's pricing straight, prompt reorders before stock runs short and prepare credit and reconciliation work for your finance team.
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Agentic CEO & Co-Founder, SynAgentics
THE LEGACY DISTRIBUTION PROBLEM
Four bottlenecks that keep trade accounts manual
Wholesale runs on relationships and accuracy. Too much of both depends on people retyping documents and remembering exceptions.
01 Manual purchase order entry
PDF and emailed orders are retyped line by line into the ERP, with errors and delays at every step.
02 Complex customer pricing
Tiered, contract and promotional prices for each account are hard to keep straight across quotes and invoices.
03 Trade credit friction
Credit reviews, renewals and reconciliations run on spreadsheets and reminders.
04 Back-order updates
Customers learn about stock shortages late, and sales teams spend days on update calls.
The E5 shift
Trade customers now expect the ease of online ordering with the service of a dedicated rep. Distributors that keep order entry and account admin manual will struggle to grow without growing their back office. The E5 shift lets every trade account run on software, with your people focused on relationships.
THE WHOLESALE mOS ARCHITECTURE
Trade operations connected end to end.
Wholesale mOS runs on Meta Space and connects your inbox, ERP, CRM and pricing data.
Multi-Modal Ingestion Engine
Purchase orders arriving as PDFs, emails or images are read line by line, matched to your products and prepared for your ERP.
In buildSovereign Price Graph
Every account's tiers, contracts and promotions are held in one structured layer, so the right price is applied every time.
DesignedProactive Reorder Management
Buying patterns and stock levels are watched so customers are prompted before they run out and told early about shortages.
DesignedTrade Command Centre
One view of orders in progress, pricing exceptions, credit reviews and back orders.
In buildSecurity and certifications: our security architecture and any independent certifications will be published as each is completed. Ask for the current security pack on your discovery call.
AGENTIC WORKFLOWS
Four workflows your trade team can hand over first
Purchase Order Extraction and ERP Ingestion
The problem
Orders are retyped by hand, and errors reach the warehouse.
The mOS process
An Agentic Citizen reads each incoming order, matches lines to your product codes and customer pricing, flags anything uncertain and creates the draft sales order in your ERP for confirmation.
The outcome
Faster order entry, with your team checking exceptions instead of typing.
Customer Tiered Pricing and Catalogue Management
The problem
Pricing errors cost margin and trust.
The mOS process
Agentic Citizens keep each account's price rules current, check quotes and invoices against them and flag mismatches to your sales team before they go out.
The outcome
The right price on every document, every time.
Account Reorder and Inventory Alerts
The problem
Customers run short, and back orders surprise them.
The mOS process
Agentic Citizens watch each account's buying pattern and your stock levels, draft reorder prompts and back-order updates, and send them through your reps or approved templates.
The outcome
More timely reorders and fewer surprised customers.
Trade Credit Renewal and Invoice Reconciliation
The problem
Credit reviews and reconciliations run late and by hand.
The mOS process
Agentic Citizens prepare credit review packs from payment history and account data, match payments to invoices and flag disputes. Credit decisions are made by your finance team.
The outcome
Faster renewals and cleaner ledgers, with people deciding credit.
Human review on every output. Your team confirms orders and decides credit.
THE E5 UNIT ECONOMICS
How trade operations change.
We publish no accuracy, time or cost figures until they are measured in live client deployments. Outcomes vary with systems, order formats and adoption. SynAgentics does not provide credit or financial advice.
IMPLEMENTATION
From discovery call to orders flowing into your ERP
Connect and scope
We connect your order inbox, ERP and CRM, sample your order formats and agree the first workflow and its Role Charter.
Configure and test
Product matching, pricing rules and review thresholds are configured, then tested on past orders.
Supervised rollout
The first workflow runs on live orders with team confirmation. We measure, refine and agree the next workflow together.
Timing is indicative and confirmed in scope after your discovery call.
Universal Transparency
SynAgentics Agentic Citizens are AI and are disclosed as AI wherever they interact with people. Every output is reviewed by a qualified human before it is relied on or sent. Status tags show what is In build today and what is Designed for our roadmap. SynAgentics provides software and Agentic Citizen services. It does not provide legal, tax, financial or investment advice.
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SynAgentics mOS is the Meta Operating System for SynAgentic organisations, where every human role is paired with an Agentic Citizen built to hold it, from idea to $10M+ in revenues and beyond.
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