Case study · Wholesale distribution
An AI workforce
on top of your ERP.
Pika installs specialist agents on the systems a distributor already runs. Each agent prepares one job, a person authorizes it, and Pika carries it out. This is how one textile wholesaler put its first two to work.
Simply Threaded Textile Supplier · Client name changed. Product screens show example data.
See it run
A 2½-minute walkthrough of both agents, from the Monday ERP pull to a new customer created in the ERP.
Click through the same screens yourself. It runs in your browser on example data.
The problem
The ERP holds the data. People still do the work around it.
- 01
The work happens outside the system
Exports, spreadsheet merges, re-keyed orders and copied documents. The ERP records the result, but people carry every step in between.
- 02
Every distributor's bottleneck is different
Reordering, forecasting, coordinating several 3PLs, onboarding accounts, entering orders. One off-the-shelf tool doesn't fit all of them.
- 03
Automation can't act unsupervised
Buying stock or creating a customer commits the business. Any help has to leave those decisions with the people accountable for them.
What Pika is
One platform, the agents you need
Each agent does one job the way your team does it. All of them share one platform, installed on the systems you already run.
Agents · one per job
Reordering
Weekly demand, stock and reorder drafts
In this case studyAccount onboarding
Applications, documents and new customers
In this case studyInventory and forecasting
Demand signals and stock health
3PL coordination
Stock and shipments across warehouses
Operations
Order entry, exceptions and follow-ups
The Pika platform · shared by every agent
Connectors
Reads and writes through the systems you already use
Deterministic engines
Numbers and checks computed in code
Approvals
One inbox where people authorize the work
Audit trail
Who proposed, who approved, what ran
Your ERP · inventory system · warehouses and 3PL portals
How every agent works
Gatekeeper, not autopilot.
Agents prepare the work and do the keystrokes. People keep every decision that commits money, stock or a customer relationship.
The agent drafts
Pulls the data, runs the math, reads the documents and proposes the next step.
A person authorizes
The accountable person approves, revises or rejects it, with a note.
The system executes
Pika carries out the approved work in your systems and records every step.
In practice
A textile wholesaler starts with two agents
Simply Threaded sells fabric to designers, workrooms and hospitality projects. They started with two recurring jobs that kept their team in spreadsheets and data entry.
- Agent 01
Reordering
Every Monday, two ERP exports merged in a spreadsheet by SKU, rate of sale worked out by hand, one-off project orders stripped out, reserves chased.
- Agent 02
Account onboarding
Each new dealer's resale certificate read and checked against the application, a search for an existing customer, then the account keyed into the ERP field by field.
The agents at work
From the Monday pull to a new customer in the ERP
Reordering
Monday's data, pulled for you
The agent signs in to the ERP with its own read-only account, exports both reports and merges them by SKU, showing every step.
Illustrative demo · example data Reordering
A report that shows its reasoning
What to reorder now, what to watch and what to stop carrying, with the reason on every line. One-off project orders no longer inflate demand.
Illustrative demo · example data Reordering
Nothing is ordered without a sign-off
The operations manager approves line by line. A changed quantity needs a reason, and the reason travels with the line.
Illustrative demo · example data Account onboarding
Every certificate read on arrival
The agent reads the resale certificate and runs the checks in code, including a search of the ERP for a customer that already exists.
Illustrative demo · example data Account onboarding
Approved accounts, created in the ERP
Once a person approves, the agent creates the customer step by step and every step lands on the timeline.
Illustrative demo · example data
Results
What the first two agents gave back
- 5+ days
- a month saved on running reports and reordering
- 5+ days
- a month saved on the marketing and accounting side, onboarding new accounts
- 2x+
- more efficient workflow that acts faster and closer to real time than a person can
Results from the live engagement. Product screens show example data.
Start with one job.
Add agents as you grow.
Reordering, forecasting, 3PL coordination, onboarding or order entry: we begin with the work your team repeats every week, on the systems you already run.