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AUTOMOTIVE PARTS DISTRIBUTION

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

3,000+Sales Offers Processed annually through manual workflow
2-3 HoursTime spent per complex offer containing multiple line items
Manual ErrorsFrequent validation mistakes causing item matching and pricing issues
10 StepsPer Offer From email download to complete posting in Pact RevenU

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

1 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.

2 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.

3 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

90%Reduction in processing and data errors
3,000+Offers created annually
350+Partners and clients served
24/7Availability ensures there are no delays

Ready to automate your sales operations?

See how HachiAI can transform your operations with intelligent automation tailored to your industry.

Schedule Your Demo