# AI for Distributors and Wholesalers: 12 Workflows

Source: https://maito.app/workflows/industry/wholesale-and-distribution

12 AI workflows for wholesalers and distributors, like turn emailed purchase orders into order drafts, compare supplier confirmations with your orders, remind late payers, skipping disputed invoices. Each shows the steps, an example and how to set it up.

12 workflows. Emailed purchase orders, supplier confirmations, short stock, shortage claims and late payers. Orders right the first time.

[Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Findustry%2Fwholesale-and-distribution)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)

$149/month per workspace · Unlimited people · AI usage billed by your provider

88%

of manufacturers, wholesalers and distributors surveyed report lost deals from inefficient quote creation and approval. [Aleran and TrendCandy, 2025](https://www.digitalcommerce360.com/2025/10/21/survey-manufacturers-lose-revenue-to-manual-quoting/amp/)

## All wholesale and distribution workflows.

12 workflows

-   [Start here Turn emailed purchase orders into order drafts Maito reads customer purchase orders and prepares a checked sales order, so staff stop retyping them. Operations · When something happens Works with Gmail, Microsoft 365, Box.](https://maito.app/workflows/turn-emailed-purchase-orders-into-order-drafts)
-   [Start here Compare supplier confirmations with your orders Maito compares each supplier confirmation line by line with your PO and flags price, quantity and date changes. Operations · When something happens Works with Gmail, Microsoft 365, Box.](https://maito.app/workflows/compare-supplier-confirmations-with-your-orders)
-   [Start here Remind late payers, skipping disputed invoices Overdue reminders go only to invoices nobody is disputing and that haven't just been paid. Finance · On a schedule Works with QuickBooks, Xero, Gmail, Microsoft 365.](https://maito.app/workflows/remind-late-payers-skipping-disputed-invoices)
-   [Check margin before approving a discount Before you agree to a discount, see the margin and whether it needs approval. Sales · When you ask Works with HubSpot, Salesforce, Airtable, Microsoft 365.](https://maito.app/workflows/check-margin-before-approving-a-discount)
-   [Tell a revised order from a new one Maito compares a customer's revised PO with the original and shows what changed and what already shipped. Operations · When something happens Works with Gmail, Microsoft 365, Box.](https://maito.app/workflows/tell-a-revised-order-from-a-new-one)
-   [Offer options when stock runs short Maito spots short orders, drafts split-shipment and substitute options, and updates the order after the customer chooses. Customer support · When something happens Works with Gmail, Microsoft 365.](https://maito.app/workflows/offer-options-when-stock-runs-short)
-   [Write the shortage claim at the dock Maito turns a receiving form into a supplier claim with quantities, photos and the deadline. Operations · When something happens Works with Gmail, Microsoft 365, Box.](https://maito.app/workflows/write-the-shortage-claim-at-the-dock)
-   [Check pick lists before orders ship Maito checks scanned picks against the order and flags a mismatch while the truck is still at the dock. Operations · When something happens Works with Airtable, Gmail, Microsoft 365.](https://maito.app/workflows/check-pick-lists-before-orders-ship)
-   [Release invoices once deliveries are signed Maito matches signed delivery slips to orders and prepares invoices, holding any with shortages for review. Finance · When something happens Works with QuickBooks, Xero, Gmail, Microsoft 365.](https://maito.app/workflows/release-invoices-once-deliveries-are-signed)
-   [Flag stock nearing expiry and trace lots Aging lots get flagged early, with the customers who received them, so a person can decide before dates pass. Operations · On a schedule Works with Airtable, Microsoft 365.](https://maito.app/workflows/flag-stock-nearing-expiry-and-trace-lots)
-   [Find why the stock count is off Compare a count with the ledger, check recent movements and list likely causes before anyone adjusts a number. Operations · When you ask Works with Airtable, Microsoft 365.](https://maito.app/workflows/find-why-the-stock-count-is-off)
-   [Score suppliers on delivery and price See on-time, in-full and price changes by supplier, with valid claims separated from your own changes. Operations · When you ask Works with Airtable, Microsoft 365.](https://maito.app/workflows/score-suppliers-on-delivery-and-price)

## Where AI helps a wholesaler or distributor.

Orders arrive as emails and attachments, and each needs checking against your system. Maito turns emailed purchase orders into order drafts, tells a revised order from a new one, offers options when stock runs short, and compares supplier confirmations with your orders. It checks pick lists before orders ship and writes the shortage claim at the dock, using your ERP, email and price list.

People approve the orders and the terms. Maito drafts the order, and a person checks it before it's entered. It doesn't approve a discount, change a price or release an invoice by itself. Credit decisions and supplier negotiations stay with your sales and purchasing team.

Start with emailed purchase orders. Connect your ERP and price list, then forward a recent order to the workspace address and ask for an order draft. Compare it with what your team entered. Once it matches, ask @Maito in Slack to watch the orders inbox as a Loop and post new drafts for review.

## Questions.

### Does it work with our ERP?

NetSuite and others work through a skill with a login or API key in the Vault.

### Does it place orders on its own?

No. It drafts orders and claims. A person approves them.

### How long does it take to set up?

Minutes for the workspace: create it, connect your AI provider and connect Slack. Each workflow then takes one request to your agent, plus signing in to any tool it needs.

### Do we need a developer?

No. You set up each workflow by asking your agent in plain words. A repository is only needed for coding work.

### What does it cost?

$149 per workspace per month, with unlimited people and $20 in cloud credits each month. Your AI provider bills its usage separately.

## Put your AI teammate to work.

Set it up in minutes. Start with one workflow, and let it earn the next one.

[Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Findustry%2Fwholesale-and-distribution)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)
