Catalogue and pricing reconciliation
Catalogue and pricing reconciliation. Keep the source details and outstanding dependencies together.
SUPPLIER ACCOUNT / PRICE LIST / BUYER GROUP
AI agent for b2b wholesale-ordering software vendors
Turn a customer catalogue into a working buyer portal.
Your AI agent preserves supplier-specific SKUs, pack sizes, buyer-group entitlements, price-list versions and order rules.
A specialised AI agent you can ask for more. Chat here on the site.
$149.00/month, including $60.00 in monthly credits. Monthly subscription. Before tax.
Specialised AI agentYour own report presetNo connection needed to begin
Wholesale platform onboardingSPECIALIST / 756
YOUR SPECIALISED AI AGENT
One place for catalogue and pricing reconciliation, buyer portal and support coordination, ordering adoption and account follow-through.
MADE FOR YOUR WORKDAYStart with work already on your desk
Your first useful assignment.
Share the relevant records in your regular Teams chat and give your specialist an outcome. No model or tool choices to make first.
Get my AI agent →YOU COULD ASK
“Run the onboarding backlog, resolve catalogue and pricing exceptions and follow customers through their first successful ordering cycle.”
- Catalogue and pricing reconciliation
- Buyer portal and support coordination
- Ordering adoption and account follow-through
A useful first result
An editable wholesale platform onboarding working register with traceable references, resolved discrepancies and specific next actions.
Example assignment, not a promised delivery time. Your agent works from the records and access you provide. Add connections when you want it to act in other systems.
A conversation at your desk
Run the onboarding backlog, resolve catalogue and pricing exceptions and follow customers through their first successful ordering cycle.
This example shows an established working setup: the agent already knows the business and has the records and connections listed below. Hand over the assignment and it carries the work through to saved results.
Illustrative project · configured agent at work
A configured agent with your supplier account, price list and buyer group records, current commitments and the connected accounts used for buyer portal and support coordination.
- Catalogue and pricing reconciliation
- Buyer portal and support coordination
- Ordering adoption and account follow-through
A working specialist can handle the project, with a configured team sharing the work where available. This is an example of what you can build up to, not a first-launch conversation. Timing and usage depend on the assignment.
- You · B2B wholesale-ordering software vendors
Run the onboarding backlog, resolve catalogue and pricing exceptions and follow customers through their first successful ordering cycle.
- Your AI agent · AI Agent Store
Two imports mix unit and case prices and a buyer group sees an expired list. I am reconciling the source files and checking portal configuration.
Work in progress - You · B2B wholesale-ordering software vendors
Keep customer-approved account pricing and pack rules exact.
- Your AI agent · AI Agent Store
Portals have reconciled catalogues and entitlements, support cases have traceable resolutions and adoption reports reflect real ordering milestones. Your working files and dashboard reflect the recorded outcomes.
Later · delivery and saved results
SUPPLIER ACCOUNT / PRICE LIST / BUYER GROUP
A working brief for your AI agent.
Preserve supplier-specific SKUs, pack sizes, buyer-group entitlements, price-list versions and order rules. Keep test transactions distinct from customer orders, reconcile import errors and verify which buyer groups can see each agreed catalogue. Your specialist maintains these working records in regular Teams as the assignment develops.
AI
Your AI agentPrepared for b2b wholesale-ordering software vendors
Wholesale platform onboarding working registerEXAMPLE, NOT LIVE ACTIVITY
An example record for supplier account, price list, buyer group, wholesale portals launched.
01Supplier account02price list03buyer group
The useful next step
Catalogue and pricing reconciliation
Prepare catalogue and pricing reconciliation from the available records. Save the supporting references and mark any missing details so the next step stays clear.
The details your specialist follows
Inside the wholesale platform onboarding
Follow each supplier account through the working record. The example below shows how references, dependencies and resolutions stay together, so you can trace what changed and what happens next.
Keep an eye on: unit-case confusion, expired price lists and stalled buyer activation.
Illustrative working document · your records start empty
| Supplier account | Dependency to follow | Evidence of completion |
|---|---|---|
| WHOLESAL-104 | Catalogue and pricing reconciliation | Pricing discrepancies resolved |
| WHOLESAL-118 | Buyer portal and support coordination | Import cases closed |
| WHOLESAL-126 | Ordering adoption and account follow-through | Portals matching agreed buyer entitlements |
Active wholesale platform onboarding records3
Wholesale portals launched48 portals
Outcomes with supporting evidence2
Illustrative project figures. Your agent maintains working records in normal Files and Tasks and reports completed work in Teams Dashboards. Ask it to adapt those records and reports as your workflow changes.
From enquiry to a useful next step
Wholesale platform onboarding working register. Your way of working.
01
Brief and source records received
Add a job reference and the details you already know.
02
Catalogue and pricing reconciliation
Supplier account and price list, ready to check.
03
Buyer portal and support coordination
Give your specialist the outcome and let it carry the work forward.
04
Outcome evidence verified
Keep working records in Files and Tasks.
05
Ordering adoption and account follow-through
Keep the job and its next steps together.
Ask your specialist to maintain your working records in Files and Tasks and adapt the reports in Teams Dashboards. These are the regular platform tools, prepared for your business. Connections to other systems are optional.
A small tool for a real job
Buyer-group setups. Before the back-and-forth.
Follow unit-case confusion, expired price lists and stalled buyer activation before they turn into another missed commitment.
Try the numbers, then bring the confirmed brief to your specialist. Start with a reference such as “Job 104”—you do not need to upload your customer database.
- Supplier account
- price list
- buyer group
- Wholesale portals launched
Try your own numbers
Buyer-group setups
Planning arithmetic from your inputs. Your specialist can turn the confirmed details into a working brief. This is not a quote or capacity commitment.
Built around the details that matter
Catalogue and pricing reconciliation. With the right questions already in mind.
Sells wholesale-ordering software; trade distributors sell physical goods and catalogue agencies maintain merchants' content.
Buyer portal and support coordination
Buyer portal and support coordination. Track changes against the same job reference.
Ordering adoption and account follow-through
Ordering adoption and account follow-through. Save the outcome and carry the next steps into your working records.
Prepared for your business
The numbers behind your wholesale platform onboarding.
Six useful measures, ready in your regular Teams dashboard. Your specialist keeps them up to date from the real work and records it can access. Ask it to change a measure, add a report or investigate what is behind a result.
Recorded total · portals
Wholesale portals launched
What this measures
Actual portals for wholesale portals launched, from completed source records in the wholesale platform onboarding working register. Log the observed quantity once per source completion; exclude planned work, duplicate updates and example figures.
Recorded cases · cases
Pricing discrepancies resolved
What this measures
Distinct pricing discrepancies resolved cases supported by a recorded outcome in the wholesale platform onboarding working register. Count once per source case; repeated messages, reopened cases and routine checks are not additional completions.
Recorded cases · cases
Import cases closed
What this measures
Distinct import cases closed cases supported by a recorded outcome in the wholesale platform onboarding working register. Count once per source case; repeated messages, reopened cases and routine checks are not additional completions.
Average · hours
Complete catalogue receipt to ready portal
What this measures
Elapsed hours for complete catalogue receipt to ready portal, using actual start and completion timestamps for the same source case. One duration per completed observation; omit pending cases and missing timestamps.
Observed rate · %
Portals matching agreed buyer entitlements
What this measures
Portals matching agreed buyer entitlements divided by all completed assessments of the same requirement with a known met or not-met outcome. Use the agreed job specification and actual evidence; classify each source case once, excluding pending and unassessed work.
Observed rate · %
Promised onboarding dates met
What this measures
Promised onboarding dates met divided by completed commitments with known original agreed deadlines and actual completion timestamps. Record on-time or late once per commitment; exclude pending or undated work and never move a past deadline to hide lateness.
Your reports start empty. Figures reflect observed work in the selected period; missing records are not treated as measured zeroes. Current jobs, schedules and stock stay in your working files and tasks. You and your agent can adapt the dashboard as your business changes.
Keep the tools that already work
Specialised in your trade. Open to your next idea.
Your AI agent starts with the details of your business already in mind. The three workflows are starting points. Ask it for help with another task in the same conversation.
An AI agent prepared for your business
The starting instructions, intake questions and working rules already match b2b wholesale-ordering software vendors. Add your service list and one example of your tone when you are ready.
Give your agent the whole job
Give your agent an outcome, the access it needs and your budget. It handles routine decisions and follows through in your connected tools, asking when a missing business decision needs you. Set or change your own boundaries whenever you want.
Ask beyond the starting workflows
Ask your wholesale platform onboarding to investigate recurring exceptions, compare suppliers, improve customer communications or take on another business assignment in the same workspace. Give your agent another task in plain language. What it can carry out depends on the tools you connect and the access you choose.
Recommended starting plan
Your AI agent for b2b wholesale-ordering software vendors.
Begin with one specialist and a report preset for your business. After setup, your regular Agent Teams conversation opens. No tool selection before your first conversation.
$149.00/month
Capacity for 3 running agents · 250 active hours per month
Start my AI agent →A clear starting total
$149.00 before tax today and monthly, including $60.00 in Platform Credits after the first payment and each paid renewal.
Unused credits roll over. AI usage draws from your balance; additional credits are available when needed. $0.15 applies per active hour beyond the included allowance. Optional voice and other services cost extra.
Hosting availability is checked before payment. Create your account, confirm your monthly subscription, then start chatting when your specialist is ready. Your instructions and dashboard are prepared automatically after payment.
Automatic top-ups start off. Buy credits manually or set automatic top-ups and spending limits in your account. Keep the full Teams controls for models, connections and supported settings.
Before you begin
An AI agent for b2b wholesale-ordering software vendors.
Can it follow supplier account, price list and buyer group through the whole assignment?
Preserve supplier-specific SKUs, pack sizes, buyer-group entitlements, price-list versions and order rules. Keep test transactions distinct from customer orders, reconcile import errors and verify which buyer groups can see each agreed catalogue. Start with the records you have; add connections when you want it to work in those systems.
Is this only for the three tasks shown?
No. This is an AI agent specialised for b2b wholesale-ordering software vendors, with three prepared workflows to get you started. You can ask for writing, research, planning, analysis or another task in the same chat. It can make routine decisions and carry the work through using available tools. You set its boundaries; it asks when a real business decision or missing access needs you.
What happens after I subscribe?
After payment, we prepare your AI agent for b2b wholesale-ordering software vendors, its workflows and your wholesale platform onboarding working register dashboard. Your regular Agent Teams chat opens when setup is ready. Files, Tasks, settings and billing work the same as for other customers. Reports start empty and count actual reported work; the examples above are illustrative.
Do I need to connect email or messaging?
No. Prepare your first brief and draft here. Connect external channels later when you want the specialist to work there.
Does this replace my existing business software?
Use it alongside your current tools for preparing work and organising jobs. Live stock, availability, sending and payment records require a verified connection or your own confirmation.
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