Every order channel follows a different process.
Email, attachment, EDI or sales representative: teams first reconstruct and enter an order before they can process it.
02B2B distributors & networks
Move every B2B order forwardwithout moving files around.
Emails, PDFs, EDI, negotiated pricing and multi-warehouse availability create scattered checks. We turn them into an observable, governed workflow.
Operational workflow / illustrative scenario supervised system
Business inputs01Email / PDF02EDI / portal03Customer pricing
Orchestration layer
ExtractValidateAllocate
Synchronised outcomes01ERP order created02Warehouse notified03Customer confirmed
Signals to recognise
Growth exposes the breaks that were already there.
These symptoms are not caused by a lack of effort. They show that the process still depends too heavily on human coordination.
Commercial rules remain tribal knowledge.
Pricing, minimum order values, credit, packaging and availability require manual checks that are difficult to transfer and audit.
Multi-warehouse availability lacks clarity.
An order may be complete in the ERP yet remain blocked by allocation, transport or missing customer information.
Customers have to call for an update.
Sales and customer service search across several tools before they can give a reliable answer.
The 2dAI engagement
A system built around the work as it really happens.
We begin with one priority workflow, formalise its rules and then build an observable flow of information.
01Unified intake
Turn every request into a workable order.
Incoming information is extracted and checked, then presented for review whenever confidence is not high enough.
- Email / PDF / EDI intake
- Completeness checks
- Assisted human validation
02Business rules
Apply your terms without losing their context.
Pricing, credit, packaging, allocation and priorities are formalised in a readable, versioned and testable workflow.
- Rules engine
- ERP / CRM / WMS connection
- Decision traceability
03Visible service
Share the right status with teams and customers.
Sales, operations and customer service see the same progress without requesting another data export at every stage.
- Portal or sales view
- SLA alerts
- Consolidated order status
Priority workflows
Start where value becomes visible.
Email to ERP order
PDF → extraction → price / credit check → validation → ERP
Re-entry is replaced by targeted, traceable validation.
Order to allocation
ERP → warehouse availability → priority → preparation → transport
Allocation rules become explicit and blockers surface earlier.
Status to customer communication
WMS / transport → CRM / portal → sales → customer
A consistent response without searching for information across several systems.
Enterprise AI setup
Equip B2B teams with AI that understands your rules.
We structure knowledge, deploy controlled assistants and train teams to accelerate document review, sales preparation and information retrieval.
Explore a complete AI setup- 01Assisted order reading
- 02Sales copilot
- 03Documentation search
- 04AI training and governance
Measure before promising
Indicators defined with the project.
Objectives and baselines are validated during the diagnostic. No generic outcome is presented as guaranteed.
01Request-to-order lead time
02Orders requiring correction
03Customer response time
04Pricing or credit exceptions
Frequently asked questions
Before we connect anything.
01Can AI approve a PDF order on its own?+
It can extract information and make a proposal, but autonomy depends on risk and data quality. Ambiguous cases remain subject to explicit human validation.
02Can you integrate a legacy ERP?+
Often, yes: through an API, controlled files, an intermediary database or interface automation. The diagnostic identifies the most reliable option and its limits.
03Can pricing rules still be changed?+
Yes. They are documented and separated from the rest of the workflow so they can evolve without rebuilding the entire automation.
One concrete workflow to begin
Which handover is slowing your team down today?
Let’s map the process, tools and exceptions. The first conversation will begin with the operating reality you have described: b2b distribution.
Strengthen my order-to-cash workflow