Breakers now arrive 11/23. SO 2208841 needs them on site 11/20.
Earliest is the 23rd.
To your buyer
PO 88310 will land 3 days late.ExpediteSwitch supplier
Step 5
It chases the confirmation
No ack yet? A follow-up goes out with the job date.
Following up…Demonstration data
Draft · to Brightwater Wholesale
PO 88311 · please confirm
Please confirm 4 EA Arcline CM-4420-24D, ship date and freight. The job needs them 11/20.
PO sent
No reply, 2 days
Reminder sent
Buyer told if still silent
The full process
Electrical distributors: every step
What the agent does, where you decide, and the rules it checks.
I run every blue box.
Special-order line arrives
Read spec & ratings
Needs a new PO?
No → use stock or open PO
Inquire with approved suppliers
Compare replies by catalog number
Exact catalog number?
No → hold for engineer
Job price still valid?
No → buyer confirms price
Buyer awards supplier
Within buyer's limit?
No → route to manager
Key PO with SO reference
Reopen PO, send it
Ack matches PO?
No → flag to buyer
Update date on customer order
Special on its way
Agent does it You decide Rule check
Built for you
Built for electrical specials
12345
1Catalog numbersOne character changes the part
2Ratings statedAmps, poles, volts, kA
3Approved equalsFrom your list, never guessed
4Job pricingChecked for expiry first
5Branch specialsCustomer and job date attached
Your controls
Your rules. Exactly.
Written once in plain English. Followed every time.
Different manufacturer quoted?Hold for engineer
Rating not stated?Stop the line
Job price expired?Send to buyer
Never, on any run
Order an unapproved alternate
Assume a rating the spec omits
Call parts equal by description
Move a customer's required date
Place a PO before buyer approval
When a rule says no
It stops and asks you.
Every held item lands in one queue with the documents, the values read and the rule that fired.
Approvals · 4 waitingDemonstration data
Use stock or open PONeeds a new PO?2 min
Hold for engineerExact catalog number?14 min
Buyer confirms priceJob price still valid?1 h
Route to managerWithin buyer's limit?3 h
RUN-2291
Use stock or open PO
RuleNeeds a new PO? No
Source PDFPO as savedRule result
I stopped here. Everything I read is attached. Your call.
ApproveSend back
The difference
Your team, before and after
Your team today and with the agent
Today
With your agent
Spec reading
From the attached sheet
Extracted, source linked
Supplier inquiries
One email at a time
Sent to approved suppliers
Alternates
Decided under pressure
Held for sign-off
Branch updates
Call when remembered
Date on the order
Your existing systems
No new systems!
The agent runs where you work.
Distribution ERP
Epicor Eclipse
Epicor Prophet 21
Infor SX.e
DDI Inform
NetSuite
Dynamics 365 Business Central
SAP Business One
AS/400
Supplier channels
Supplier portals
Manufacturer price files
Rep agency email
EDI 855 acks
Inbox & documents
Outlook
Gmail
Excel
Teams
Acrobat / PDF
Submittals
Screens differ by version and setup; we confirm the exact steps on your system before a pilot. Logos and product names identify systems only and belong to their owners; they do not imply a partnership or endorsement.
Hours back for your team
Your numbers
How many hours can you get back?
Your volume, your times, your labor cost. Estimates, not results.
152staff hours per month returned to buying work
$6,977labor capacity per month
$83,720labor capacity per year
Special-order lines × (minutes today − minutes with the agent) ÷ 60 × hourly cost
These are example assumptions, not results. Example assumptions for a multi-branch wholesaler: minutes cover reading the spec, stock checks, supplier inquiries, comparison and PO entry. Use your own volumes and timings.
Demonstration
Watch recorded runs
This recording is a manufacturer's sales-quoting workflow in Epicor Kinetic, not electrical special-order purchasing. It is relevant because it includes a supplier price found expired, a supplier RFQ raised by the agent and a buyer approving the new price in Teams before anything moved on.
Can the agent distinguish manufacturer part numbers?
It compares the manufacturer and the full catalog number exactly, so a difference in frame, trip unit or rating suffix counts as a different part. Where your ERP item, the supplier's number and the manufacturer's number differ, it uses your cross-reference and sends anything unmatched to a buyer.
Who approves substitutions?
Whoever your process says: usually the customer or their engineer, sometimes your product specialist for items on an approved-equals list. The agent never approves an alternate. It holds the line, shows the specified and offered parts side by side and records who signed off.
Can it handle vendor portals?
Where your team already logs into a supplier portal, the agent can work the same pages with the same access to check price, availability or order status. Portals change and differ, so we confirm each one during setup rather than promising coverage in advance.
What about blanket or job pricing from the manufacturer?
If the special is covered by a job or blanket price your team keeps, the agent checks that the quote applies to this item and hasn't expired. An expired or missing price goes to the buyer instead of being assumed.
Epicor Eclipse 
Infor SX.e 
DDI Inform 
NetSuite 
Dynamics 365 Business Central 
SAP Business One 
Outlook 
Gmail 
Excel 
Teams 
Acrobat / PDF