Let your wholesale order history earn license payments.
A wholesale distributor's order records can go to AI companies under a license. It works when years of orders sit in one system and tie out line by line to their receipts and invoices. You choose what goes in, and price lists and supplier terms can stay out. The company stays yours, and so does every original in your ERP.
An order touches more than one system.
Read across a row to see which systems keep that record.
| NetSuite | Epicor | QuickBooks | Salesforce | Outlook | |
|---|---|---|---|---|---|
| Quotes and sales ordersWhat a rep priced for a customer and what the customer ordered in the end, item by item. | Yes | Yes | No | Yes | Yes |
| Purchase orders and receiptsWhat you bought from each supplier, set against what the dock counted in and on which day. | Yes | Yes | No | No | No |
| Picks and shipmentsThe bin and lot each item was picked from, and the date the carton left your warehouse. | Yes | Yes | No | No | No |
| Invoices and paymentsEach invoice with the payment applied to it, plus any short pay your team chased. | Yes | Yes | Yes | No | No |
| Returns and creditsThe return authorization and the credit memo that settled it, both tied back to the first invoice. | Yes | Yes | Yes | No | No |
| Customer emails and rep notesWhy a customer changed an order or asked for a credit, in the words of the rep who took the call. | No | No | No | Yes | Yes |
Quotes and sales orders
What a rep priced for a customer and what the customer ordered in the end, item by item.
Purchase orders and receipts
What you bought from each supplier, set against what the dock counted in and on which day.
Picks and shipments
The bin and lot each item was picked from, and the date the carton left your warehouse.
Invoices and payments
Each invoice with the payment applied to it, plus any short pay your team chased.
Returns and credits
The return authorization and the credit memo that settled it, both tied back to the first invoice.
Customer emails and rep notes
Why a customer changed an order or asked for a credit, in the words of the rep who took the call.
Matched records are worth more to AI companies.
Lines that tie out
Each line on a supplier's bill matches a line on your purchase order and a line on the receipt. Records that check against each other give an AI company something firm to learn from.
Returns put right
A return authorization and its credit memo show how a wrong shipment was caught and settled with the customer.
The reasons in email
Rep notes and customer emails sit outside the ERP and say why an order changed. Kept beside the order, they explain its numbers.
Years on one system
A long run on the same ERP, with each payment applied to the invoice it paid, lets an AI company follow an account across many seasons.
Three records had to agree before a short delivery got paid.
A distributor's books close only when the bill agrees with what was ordered and what arrived. Each record below holds one side of that check, and the two sides meet at the bill. An AI company can follow the shortfall to the credit that settled it.
One purchase order, short on arrival
ExamplePurchase order
Warehouse
Purchase order
ERP
Your purchasing team orders 400 cases of nitrile gloves from a supplier at the agreed cost.
Supplier's reply
Email
The supplier confirms the order and moves the ship date back a week.
Receipt
ERP
The dock counts 380 cases in and logs 20 short against the purchase order.
Short-ship note
Warehouse app
A receiver photographs the pallet label and flags the missing cases.
Supplier bill
Accounting software
The bill charges for 400 cases. Matched to the order and the receipt, it comes up 20 over.
Supplier credit
Accounting software
The supplier credits the 20 cases that never arrived.
Payment
Accounting software
The distributor pays the corrected amount and the bill closes.
Outcome
Which records stay in the building?
Price agreements and supplier terms often carry confidentiality clauses, so they stay out. The names and email addresses of your customers' purchasing staff count as personal information under California's privacy law even when the customer is a business, so they come out of anything that goes.
Stays with you
Customer price lists and the contract terms that set them.
Supplier agreements and the rebates written into them.
Commission plans for your reps and the credit file on each account.
Can go, once cleaned
Sales orders, with each customer's name and its purchasing contact swapped for tags.
Receipts and bills, with your cost per item taken off the line.
Returns and credit memos, with the reason for each return left in.
What going ahead looks like for a distributor.
Fit check
Choose Wholesale distribution in the industry list, then tell us how big your team is and the year your order records start.
First call
Show us your ERP and the inboxes your sales reps and purchasing team use. You'll hear on the call whether your order records deserve a closer look.
A closer look
If you go on, your controller explains how the ERP is set up and how far back it reaches.
Sourcing the right deals
We match your order history to AI companies that need it, and vet each of them before their offers reach you.
Terms and payment
You get every offer explained, down to each use it allows. If you sign, the license sets the payment dates.
Answers for distributors
Yes, if the orders still connect to what came after them. Tied to their invoices, twenty years of sales orders show how your customers bought through price swings and supply shortages. If you changed ERP along the way, bring that up on the first call. An AI company names any price in its offer after looking at the scope.
Some do. Supplier agreements and customer price agreements often carry a confidentiality clause covering cost and rebates, so read those clauses with your lawyer first. You can leave cost and contract prices out of the scope and still license the orders and returns around them.
Your price lists stay out unless you choose to put them in. Whatever does go in comes with written limits on how it's used and who may receive it, agreed before the first record goes anywhere. Under federal law, information keeps trade secret status only as long as its owner makes a reasonable effort to guard it.
All of them can. Sales orders and invoices form the core, and returns add the cases where something went wrong. Purchase orders and receipts show the supplier side of each sale. Quotes that never became orders, and the emails your reps traded with customers, explain why each sale ended where it did.
Software terms we've read for business systems keep the records in the customer's hands. Several vendors also keep rights over anonymous data pooled from all their users. ERP contracts differ, and the order form on your account may overrule the published terms. Have your contract at hand for the first call.
Learn what your order history is worth to AI companies.
Start by telling us your staff size and the first year in your ERP.
Prefer to write? Email hello@sixonepartners.com.