Sales & MarketingComplex automationSeveral jobs working together: multi-stage pipelines with state, branching on rules or AI decisions, approvals or escalations, 4+ systems, AI agents that act, or reconciliation across sources. Usually rolled out in stages.

Wholesale reorders without the phone tag

For: Beauty products distributor

Typical impact

71% of reorders now self-served

Beauty products distributors often take wholesale reorders by phone tag and WhatsApp screenshots. A portal with account-specific pricing and one-click reorder from purchase history sends orders straight into the ERP, and around 71% of reorders typically become self-served.

Typical results

14 hrs/wk

Rep time back to selling

+12%

Average order value

~0

Order-entry errors

Figures reflect typical results for this kind of automation.

The challenge

Hundreds of salons and pharmacies reordered the same products monthly, yet every order required a rep: phone tag during salon hours, WhatsApp photos of shelf gaps, prices quoted from memory. Reps spent eighteen hours a week retyping orders into the ERP, mistakes crept into roughly one order in ten, and growth meant hiring more order-takers.

Before and after

Before With the automation

Reorders needing a rep

−71%
100%
29%

Rep hours on order-taking per week

−78%
18 hours
4 hours

Order-entry errors per month

−93%
14 errors
1 errors

The automation

We launched a wholesale portal where each customer logs in to their own catalog: account-specific pricing, agreed discounts, and full purchase history with one-click reorder of any past basket. Orders flow into the ERP instantly, stock is checked in real time, and confirmations go out automatically. The rep is notified only when something unusual appears — a quantity far off pattern, a lapsed account returning, or a credit limit issue.

How it works

  1. 01

    Customer logs in

    Each salon or pharmacy sees its own catalog with account-specific pricing and agreed discounts.

  2. 02

    One-click reorder

    Any past basket reorders in seconds, quantities adjustable, favorites pinned on top.

  3. 03

    Straight into the ERP

    Orders flow in instantly with a real-time stock check and automatic confirmation — no retyping.

  4. 04

    Anomaly watch

    Unusual quantities, a lapsed account returning, or a credit limit issue alerts the rep immediately.

  5. 05

    Reps sell, not type

    Rep attention goes to exceptions and growth conversations instead of order dictation.

Starts from

  • Wholesale customer login
  • Purchase history & pricing

Delivers

  • Order into the ERP
  • Instant confirmation
  • Rep alert on anomalies

The impact

Within about three months, around 71% of reorders typically come through the portal with zero rep involvement, and order-entry errors fall from one in ten to near zero. Reps get back about fourteen hours a week for actual selling, and average order value can rise around 12% as the portal surfaces items customers used to forget.

Questions about this automation

How does each customer see their own prices?

Each salon or pharmacy logs in to a catalog built from its account, showing account-specific pricing, agreed discounts and full purchase history. Any past basket can be reordered in one click, with quantities adjustable and favorites pinned on top. When terms change for an account, the portal shows the updated prices.

What happens when an order is placed?

The order flows straight into the ERP with a real-time stock check, and the customer gets an automatic confirmation. Nobody retypes it, which removes the main source of order-entry errors. Because stock is checked at the time of ordering, the customer sees availability before the order is confirmed.

When does a sales rep get involved?

The rep is alerted only when something looks unusual: a quantity far outside the account's pattern, a lapsed account ordering again or a credit limit issue. Everything else runs without the rep, who spends that time on growth conversations. This is a multi-step build, usually rolled out in stages.

Sales & Marketing

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