What is AI order entry for wholesale distributors?
AI order entry turns a customer’s request into structured order information, reducing the line-by-line retyping that follows an email, PDF or spreadsheet. It can identify requested items and quantities, match them to catalog records, and prepare a draft for review.
For a distributor, reading the document is only the beginning. A customer’s part number may differ from your item number, or a requested quantity may use a different selling unit. Evaluate the whole path from the original request to the reviewed order, including how the system handles information it cannot resolve.
What parts of quoting and order entry can Proton automate?
Proton’s Quote & Order Entry Automation reads incoming requests, matches each line to your catalog and prepares a draft quote or order for a rep to review. It reads email body text, PDF attachments, Excel and CSV spreadsheets, handwritten notes, web forms, EDI feeds and competitor part-number lists, and uses customer pricing and inventory context.
For an inside sales team, that changes the starting point: the rep checks proposed lines instead of building every line from scratch. Keep the distinction between preparing a draft and resolving an exception. An unclear item description, unusual quantity or unconfirmed price still needs a defined decision before the customer receives a commitment.
Can AI turn emailed or PDF requests into sales orders?
Yes. AI can extract the requested products and quantities, propose catalog matches, and prepare structured order lines for review. Proton includes email and PDF intake in its documented workflow.
The request’s intent still matters. An RFQ asks for pricing; a purchase order asks you to supply goods. The workflow should preserve that distinction, confirm the customer and ship-to, and route unresolved details to the right person. Creating or submitting an order record is a separate step from reserving stock, releasing a credit hold, picking and shipping it.
How should AI order entry handle pack sizes and units of measure?
It should preserve the requested quantity and selling unit, apply the configured conversion where appropriate, and make the result visible for review. Two cases containing twelve pieces each mean twenty-four pieces; two individual pieces are a different order.
A useful draft shows the original request, matched item, requested unit, converted quantity and price basis together. If the unit or pack size is ambiguous, the line should wait for confirmation. Test cases, eaches, lengths and partial packs using your own ERP configuration rather than assuming that a correct product match also means a correct quantity.
Where does a person review or approve an AI-generated quote or order?
In Proton’s documented workflow, the rep reviews the prepared draft before approval. Items the system is less confident about are flagged for confirmation.
Use that checkpoint to check the proposed product, quantity, unit, customer price and delivery assumptions against the original request. Your rollout should also identify who can approve an exception and which action sends the quote or submits the order. Reviewing a draft, committing a transaction and fulfilling it are different decisions; a clear approval step should tell the rep which one they are making.
How should quote automation handle customer pricing, stock and credit rules?
It should use the agreed pricing source, show which branch or warehouse supplies availability, and preserve the order controls your business relies on. A missing customer price should trigger clarification. Stock shown at another branch should not become an unexplained delivery promise.
Credit checks also need an explicit home in the workflow: ERP systems can apply configured holds before an order proceeds. Proton’s published quote flow uses customer pricing and inventory inputs, but a rollout still needs field-level agreement on freshness, exceptions and approvals. Test a contracted price, a backorder and a customer on hold before enabling the workflow.