CM

Quotes & orders

Agent for distributor teams

Agent Order

Price, availability, lead time and order tracking via the ERP.

The gateway to the distributor's ERP (or the Pricing module): returns list price, garage price, stock and lead time in a single call, creates and tracks the order through to delivery, and suggests references to restock. Never talks to the garage — reports everything back to the Orchestrator.

This agent is part of the offer the distributor deploys for its teams and network.

See the distributor demo

Example requests

01

price and availability for this reference

02

create the order in the ERP

03

what is the order status?

04

which references should be restocked?

Workflow

  1. 1

    Understand

    Messages, photos, plates and voice notes become structured requests.

  2. 2

    Verify

    Vehicle, references, alternatives, price and availability are checked.

  3. 3

    Prepare

    The quote, margin, collection or delivery are assembled.

  4. 4

    Approve

    Your team takes over for sensitive decisions.

  5. 5

    Execute

    The quote or order is sent to the system of record.

Under your supervision