FORMAT / PACK / REPLENISH

AI agent for independent stationery wholesalers

A fresh page for every retailer. Your AI agent follows the range.

Run the retailer launch for the new range.

A specialised AI agent you can ask for more. Chat here on the site.
$99.00/month, including $40.00 in monthly credits. Monthly subscription. Before tax.

Specialised AI agentYour own report presetNo connection needed to begin
The trade stationery shelfCOLLECTION / 090
Size, ruling, year and colour stay with the same SKU.ILLUSTRATIVE STUDY
YOUR SPECIALISED AI AGENT

One place for range and display preparation, retailer order coordination, replenishment reconciliation.

MADE FOR YOUR WORKDAY

Start 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
“Use my records to prepare current retailer range sheets. Reconcile the details, save the working files and show me what needs following up.”
  • Current retailer range sheets
  • Mixed-display contents reconciliation
  • Account replenishment records

A useful first result
Current retailer range sheets, with supporting references and outstanding details kept together.

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 retailer launch for the new range.

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 supplier catalogues, display bills of contents, retailer histories, stock data and trade ordering tools.

  • Current retailer range sheets
  • Mixed-display contents reconciliation
  • Account replenishment records

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.

  1. Stationery wholesaler owner

    Prepare the new range for our retailers, handle their selections and follow confirmed display orders through delivery and replenishment.

  2. Your AI agent · AI Agent Store

    The display list still includes last year’s planner reference. I’m reconciling the current SKU and checking the mixed-pack contents before issuing the account-specific order sheets.

    Work in progress
  3. Stationery wholesaler owner

    Keep the premium notebooks with the retailers that already stock that range.

  4. Your AI agent · AI Agent Store

    The launch orders are delivered and reconciled. I corrected the dated references, resolved the mixed-display shortages and saved a current replenishment sheet for every participating retailer.

    Later · delivery and saved results

FORMAT / PACK / REPLENISH

A working brief for your AI agent.

Bring the retailer and range and sku and pack into one working record. Your specialist uses your specifications and follows changes through dispatch reconciled and replenishment followed.

AI

Your AI agentPrepared for independent stationery wholesalers

Retailer range book / 090EXAMPLE, NOT LIVE ACTIVITY

An example record for retailer and range, sku and pack, order position, retail units.

0130 displays021440 products03Every insert counted

The useful next step

Range and display preparation

Prepare current retailer range sheets from the available records. Save the supporting references and mark any missing details so the next step stays clear.

The details your specialist follows

A display is an order with components.

Follow each retailer and range 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: review range changes, dated stock, display contents, retailer allocations, dispatch differences and replenishment opportunities.

Illustrative working document · your records start empty

Range lineIdentity detailTrade record
PlannerCurrent dated yearOld SKU superseded
NotebookA5 / dot / navyRetailer selection
Counter display48 mixed itemsContents reconciled
Active range and retailer replenishment book3
Retail units1440 units
Dispatch reconciled2

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.

Built around the details that matter

Range and display preparation. With the right questions already in mind.

Size, ruling, year and colour stay with the same SKU. Turn the launch order into a repeatable range.

01

Range and display preparation

Current retailer range sheets. Keep the source details and outstanding dependencies together.

02

Retailer order coordination

Mixed-display contents reconciliation. Track changes against the same job reference.

03

Replenishment reconciliation

Account replenishment records. Save the outcome and carry the next steps into your working records.

From enquiry to a useful next step

Range and retailer replenishment book. Your way of working.

01

Range received

Add a job reference and the details you already know.

02

Buyer selection prepared

Retailer and range and SKU and pack, ready to check.

03

Order allocated

Give your specialist the outcome and let it carry the work forward.

04

Dispatch reconciled

Keep working records in Files and Tasks.

05

Replenishment followed

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

Retail products. Before the back-and-forth.

Review range changes, dated stock, display contents, retailer allocations, dispatch differences and replenishment opportunities.

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.

  • Retailer and range
  • SKU and pack
  • Order position
  • Retail units

Try your own numbers

Retail products

1,440retail products

Planning arithmetic from your inputs. Your specialist can turn the confirmed details into a working brief. This is not a quote or capacity commitment.

Prepared for your business

The numbers behind your stationery trade desk.

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.

01

Recorded total · units

Retail stationery units dispatched

What this measures

Actual saleable individual products dispatched, once per shipment line; display contents are counted and not added again as a display unit.

02

Recorded cases · orders

Retailer replenishment orders fulfilled

What this measures

Repeat retailer orders fully delivered and reconciled, once per replenishment order.

03

Recorded cases · errors

Product reference errors resolved

What this measures

Distinct wrong-year, barcode, ruling or pack-reference errors corrected against supplier evidence, once per issue.

04

Average · days

Retailer selection turnaround

What this measures

Elapsed days from issued range selection to recorded final buyer decision, once per selection round.

05

Observed rate · %

Displays received with correct contents

What this measures

Mixed displays received with all specified components divided by displays with known receiving-check outcomes.

06

Observed rate · %

Range launch delivery dates met

What this measures

Completed launch orders delivered by the retailer deadline divided by completed launch orders with known actual and agreed dates.

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 independent stationery wholesalers. 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

Prepare a back-to-school range comparison or reconcile dated stock before the next buying window. 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 independent stationery wholesalers.

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.

$99.00/month

Capacity for 1 running agent · 50 active hours per month

Start my AI agent →

A clear starting total

$99.00 before tax today and monthly, including $40.00 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

Before the next range reaches the shelf.

Is this different from a catalogue assistant?

This desk follows the wholesale order itself: retailer selections, mixed displays, allocations, shortages and repeat purchases, alongside the product information.

Is this only for the three tasks shown?

No. This is an AI agent specialised for independent stationery wholesalers, 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 independent stationery wholesalers, its workflows and your range and retailer replenishment book 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.