AI Agents Built for Retail and Wholesale Industry

AI agents that connect to your ERP, POS and wholesale systems, covering buying, store replenishment, vendor management, markdown decisions and sales reporting. Live in 2 to 4 weeks.

★★★★★4.9 / 5
Book Your Free Retail AuditExplore Retail Agents
Challenges on us

Where Retail and Wholesale Operations Break Down

The buying decisions, replenishment processes and vendor relationships that drive margin are still managed manually at most retail and wholesale operations.

BUYING
Open-to-buy is tracked in a spreadsheet nobody trusts

The buying team pulls sales and inventory data manually, calculates OTB by hand and updates a spreadsheet that is out of date by the time it is shared. Buying decisions get made on yesterday's numbers at best.

REPLENISHMENT
Stores run out of stock on the wrong SKUs every week

Replenishment orders are placed manually based on periodic stock counts. Fast-moving sizes and colors run out between cycles. The buy is sitting in the warehouse while the customer-facing hook is empty.

VENDORS
Vendor performance issues are discovered after the season

On-time delivery rates and invoice discrepancy data are spread across emails, spreadsheets and ERP reports. The buying team finds out a vendor has been consistently late when they are reviewing the season closeout, not in time to do anything about it.

MARKDOWN
Markdowns are taken too late and go too deep

Sell-through tracking is done manually by category managers. SKUs that are tracking below plan are not flagged until the season is nearly over. By then the markdown has to be deep to move the inventory, and the margin hit is significant.

WHOLESALE
Wholesale orders are processed from inboxes and spreadsheets

Retailer orders come in through email, EDI and order portals. Each one is entered manually into the ERP. Mistakes happen. Orders get missed. Your wholesale team spends most of their week on order entry instead of account management.

REPORTING
Sales and margin reports arrive after the decisions are made

Daily sales and margin data from stores and wholesale accounts need to be pulled, formatted and distributed manually. By the time the weekly report is ready, the trading decisions it should inform have already been made on incomplete information.

AI Agent Capabilities

AI Agents Built for Every Workflow

Each agent connects to your ERP, POS and wholesale systems. No manual data pulls, no spreadsheet updates.

Buying and OTB Agent

  • Pulls live sales, inventory and on-order data from your ERP daily
  • Calculates open-to-buy by category, department and week automatically
  • Flags OTB variance against plan before buying decisions are made
  • Tracks receipt flow against the buying calendar in real time
  • Your buying team works from current data, not a manually updated spreadsheet

Store Replenishment Agent

  • Monitors sell-through rates and stock levels by SKU and location daily
  • Calculates replenishment quantities based on sales velocity and min stock
  • Generates replenishment orders and routes them through your approval workflow
  • Flags locations where a SKU is at risk of selling out before the next order
  • Stockouts on fast-moving sizes and colors drop significantly

Vendor Performance Monitor

  • Tracks on-time delivery rates and lead time variance per vendor
  • Monitors invoice accuracy and discrepancy rates across all suppliers
  • Generates a weekly vendor scorecard without manual data compilation
  • Flags vendors approaching compliance thresholds before season end
  • Your buying team negotiates and manages, not compiles performance data

Markdown Optimization Agent

  • Monitors sell-through rates against targets by SKU and category weekly
  • Flags SKUs tracking below plan before the window to act closes
  • Generates markdown recommendations with suggested timing and depth
  • Applies your margin rules and floor prices to every recommendation
  • Season-end residual inventory drops because markdowns happen earlier

Wholesale Order Agent

  • Captures wholesale orders from email, EDI and portal sources automatically
  • Validates each order against current availability and customer terms
  • Routes confirmed orders into your ERP without manual entry
  • Flags short-ship and out-of-stock situations for your sales team to manage
  • Your wholesale team works on accounts, not order entry

Sales and Margin Reporting Agent

  • Pulls daily sales and margin data from all stores and wholesale accounts
  • Consolidates into one report delivered before trading hours start
  • Tracks performance against plan by category, channel and week
  • Flags underperforming categories with context for the trading team
  • No manual data pulling, formatting or email distribution required
Client Reviews

What our clients say
after going live

5★
4★
3★
4.9
★★★★★
Verified clients
★★★★★

“We were doing store replenishment manually once a week. Fast-moving sizes would sell out in three days and sit empty for four. The agent runs replenishment calculations daily from live sell-through data and flags locations that need an urgent transfer. Our in-stock rate on core SKUs went up in the first month.”

S
Sandra K.
Buying Director · US Specialty Retailer
Verified
★★★★★

“We were taking markdowns in the last two weeks of the season because nobody was tracking sell-through against plan during the season. By then the markdown had to be 40 percent to move the stock. The agent flags SKUs that are tracking below plan six weeks out. We now take smaller markdowns earlier and the residual is a fraction of what it was.”

M
Michael B.
Head of Trading · US Fashion Retailer
Verified
★★★★★

“We had a vendor who had been delivering two to three weeks late for an entire season. We only found out when we ran the season review. The performance monitor now flags late delivery in the week it happens. We had a conversation with that vendor in week four of the season instead of week twenty.”

C
Claire T.
Merchandise Manager · US Home Goods Retailer
Verified
★★★★★

“Our wholesale team was spending half their week entering orders from emails and EDI files into our ERP. They were hired to manage accounts, not to do data entry. The agent captures orders from every channel and enters them automatically. Our team now spends their time on the accounts that actually need attention.”

B
Brian L.
VP of Wholesale · US Accessories Brand
Verified
★★★★★

“We run both a retail operation and a wholesale business from the same ERP. Every vendor we talked to wanted to solve one side or the other. Haroon's team mapped both operations in the first call and built an agent that handles replenishment for our stores and order processing for our wholesale accounts from the same data source. Nothing went live until it had been tested against a full month of real transaction data.”

V
Victoria H.
COO · US Multi-Channel Retail and Wholesale Brand
Verified
Our Process

How We Deploy Your
Retail and Wholesale AI Agent

Five steps from your first call to a live agent. No disruption to active buying cycles or open wholesale orders.

01
Discovery and Data Audit
Free 30-minute call, no preparation needed. We map your ERP, POS, wholesale order management and vendor portal setup. You walk us through your current buying and operations workflows once. We take it from there.
02
Retail and Wholesale Agent Blueprint
03
Build and Integration
04
Pilot and Validation
05
Go-Live and Handoff
01
Discovery and Data Audit
Free 30-minute call, no preparation needed. We map your ERP, POS, wholesale order management and vendor portal setup. You walk us through your current buying and operations workflows once. We take it from there.
Workflow map with effort quantified per step
Automation opportunity scorecard
Recommended agent architecture
Case Studies

AI agents we have
already built and deployed

Real deployments. Real outcomes. Each agent was built from scratch around that business's exact operation.

How a $150M Frozen Foods Distributor Eliminated Overnight Temperature Risk and Prevented $200K–$250K in Annual Losses
Frozen Foods / CPG
How a $150M Frozen Foods Distributor Eliminated Overnight Temperature Risk and Prevented $200K–$250K in Annual Losses
A leading frozen foods distributor managed millions of dollars of temperature-sensitive inventory across its refrigerated fleet but had no visibility into trailer temperatures during overnight hours. This created a significant risk of product spoilage, inventory loss, and customer service disruptions.
Read case study
How a $50M CPG Brand Replaced a $180K TPM System and Unlocked $300K in Annual Value Using Open-Source TPM and Agentic AI
CPG / Consumer Packaged Goods
How a $50M CPG Brand Replaced a $180K TPM System and Unlocked $300K in Annual Value Using Open-Source TPM and Agentic AI
A $50 million consumer packaged goods (CPG) brand was struggling with the growing complexity of trade promotion management. Despite investing heavily in a traditional TPM platform, many critical processes remained manual, including trade planning, accrual management, deduction reconciliation, customer profitability reporting, and trade spend analysis. The company was spending approximately $180,000 annually on TPM software while dedicating significant internal resources to managing promotions, deductions, and reporting activities.
Read case study
How a $250M+ Frozen Food Manufacturer Cut Daily Inventory Reporting from 120 Minutes to 5 Minutes and Saved $44,000 Annually
Frozen Foods / CPG
How a $250M+ Frozen Food Manufacturer Cut Daily Inventory Reporting from 120 Minutes to 5 Minutes and Saved $44,000 Annually
A $250M+ frozen food manufacturer managed inventory across multiple third-party warehouses and cold storage facilities. Accurate inventory visibility was critical for supply planning, production scheduling, customer service, and inventory management. However, the company relied on a highly manual inventory reporting process that required data from twelve separate sources, including warehouse portals and accounting system reports, to be downloaded, reconciled, and consolidated twice each day.
Read case study
How a $800M CPG Company Replaced OCR and Manual Data Entry with Agentic AI, Generating $592,000 in Annual Savings and a 4.6x ROI
CPG / Business Process Outsourcing
How a $800M CPG Company Replaced OCR and Manual Data Entry with Agentic AI, Generating $592,000 in Annual Savings and a 4.6x ROI
A leading business services provider supported multiple consumer packaged goods (CPG) companies with aggregate annual sales exceeding $800 million. The organization was responsible for transcribing retailer deduction documentation, validating deductions against trade promotion planners, proof-of-performance documents, and promotional contracts across multiple customers, channels, and retailer platforms. As client volumes increased, the process of extracting, validating, and transferring retailer data into spreadsheets, reports, and operational dashboards became increasingly dependent on manual labor.
Read case study
View all our case studies
AI Solutions for Retail and Wholesale

AI Agents for Every
Retail and Wholesale Function

Each agent is purpose-built for a specific business function. Configure it to fit the exact systems your retail or wholesale operation runs.

Finance
Retail and Wholesale AI Agent for Finance
Margin reporting, period-end close and variance analysis built for retail and wholesale finance teams managing multi-channel revenue, shrink and markdown cost structures.
Margin ReportingCloseShrink Tracking
Accounting
Retail and Wholesale AI Agent for Accounting
Vendor invoice processing, AP reconciliation and month-end close automation for retail and wholesale operators managing high volumes of supplier invoices and wholesale account billing.
APVendor InvoicesMonth-End Close
Supply Chain
Retail and Wholesale AI Agent for Supply Chain
Store replenishment, purchase order automation and vendor performance monitoring across all categories, locations and wholesale accounts.
ReplenishmentPO AutomationVendor Scoring
Marketing
Retail and Wholesale AI Agent for Marketing
Customer segmentation, promotional performance reporting and wholesale buyer engagement tracking for retail marketing and commercial teams.
Customer SegmentationPromo PerformanceBuyer Tracking
IT
Retail and Wholesale AI Agent for IT
POS system monitoring, store IT support triage and infrastructure patch management across all retail locations and distribution centres.
POS MonitoringStore IT SupportPatch Management
FAQ

Questions About AI Agents
for Retail and Wholesale

Everything your buying director, operations manager or CFO needs to know before booking a call.

Book a free retail and wholesale audit
AI agents help retail and wholesale businesses by automating the buying, replenishment, vendor management and reporting workflows that consume buying team and operations time. WorkAgentic deploys AI agents for retail and wholesale operations that handle open-to-buy monitoring, store replenishment, vendor performance tracking, markdown recommendations, wholesale order processing and sales reporting. Retailers and wholesalers reduce stockouts, cut excess inventory and manage vendor relationships more effectively without adding headcount.
Get Started

Ready to Automate Your
Operations?

Book a free 30-minute discovery call. No commitment required.

Book Your Free Retail Audit