Automating Sales Inquiries and Offers Posting in Pact RevenU ERP for a Gulf Automotive Parts Distributor
IDW Reads Inquiry Emails, Creates Sales Offers in Pact RevenU, Fetches TP Data from AutoCat, and Posts Offers Autonomously
Client Overview
A leading automotive parts distributor with 30+ years in business and more than 350 partners and clients, they operate as a strategic logistics hub for premium OEM parts, managing a massive inventory of high-end engine and suspension components through advanced automated systems to streamline global supply chains.
The Challenge
Understanding the operational bottlenecks
Time-Intensive Manual Processing
Converting high-volume customer inquiries into sales offers in Pact RevenU ERP, used for sales management designed for quote-to-cash workflows, required a manual sequence of file handling, brand separation, and tiered pricing application. A single complex request consumed up to three hours of staff time, severely limiting daily output.
Error-Prone Validation
Relying on manual entry for part number validation and stock checks left room for errors. These inaccuracies lead to incorrect pricing tiers, mismanaged discontinued items, and critical discrepancies between system records and physical inventory.
Business Impact
Delays in quoting frustrated customers, while pricing errors directly impacted profit margins. Furthermore, missed validations created avoidable backorders, disrupting the supply chain and potentially damaging regional reputation.
The IDW Solution
Intelligent automation across the entire workflow
Automated Intake & Extraction
IDW monitors dedicated Outlook inboxes for customer inquiries, automatically extract data from received Excel attachments, and parse client details to initiate the sales offer workflow without human intervention.
Intelligent Validation Engine
IDW executes complex business rules simultaneously, including seven-layered checks for discontinued items, currency alignment, tiered pricing, and stock availability to ensure 100% data accuracy.
End-to-End ERP Integration
IDW logs into PactRevenU, applies specific commercial conditions, and posts the final sales offer, maintaining a comprehensive audit trail in OneDrive for every transaction.
Visual Process Breakdown
IDW takes over the E2E process, performing exactly as a human would
Smart Validation Logic
Enterprise-grade rules engine ensuring absolute accuracy
OP Check
Scans and removes discontinued items marked with "OP" status
Multi-Currency
Segregates offers by currency and generates separate orders
TP Item
Validates against internal price lists and catalog records
Duplicates
Identifies duplicate part numbers and retains most accurate entry
Tiered Pricing
Applies appropriate prices according to brand-specific sheets
Alert Handling
Detects ERP alerts and routes to correct internal team
Stock Check
Cross-checks ordered quantities against stock cards
Systems & Integrations
Seamlessly connecting with your existing enterprise infrastructure
Business Outcomes
Measurable impact across the organization
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