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Distribution AI Opportunity Check

Where Could AI Make the Biggest Difference to Your Distribution Business?

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From checking stock and processing orders to accessing customer information, everyday distribution tasks can take up valuable time.

But where could AI help your business work more efficiently?

Explore six common operational challenges, choose the answer that best reflects your business and discover where AI could make a practical difference.

AI Opportunity Check

Six questions. Practical advice. Real opportunities.

01

How Easily Can Your Team Check Stock Across Branches?

A

Time to connect your information

Bringing stock information together could help your team respond faster and reduce unnecessary calls between branches.

B

Make stock enquiries simpler

You've got the information, but AI could help your team access it more quickly without navigating multiple screens.

C

Take the next step with AI

Your stock information is already accessible. AI could make it even easier to find what you need through natural-language questions.

02

How Easily Can Your Team Find Alternative Products?

A

Make product knowledge more accessible

Reducing reliance on individual experience could help more employees respond confidently to customer enquiries.

B

Reduce the time spent searching

Making alternatives easier to find could help your team respond faster and keep sales conversations moving.

C

Build on your existing capabilities

AI could provide another way to identify potential alternatives and support quicker product enquiries.

03

How Efficiently Does Your Team Create Sales Orders?

A

Reduce repeated manual work

Connecting information and removing unnecessary data entry could help reduce errors and speed up order processing.

B

Simplify the remaining steps

Agentic AI could help reduce manual activity by supporting order creation within existing workflows.

C

Move from information to action

Your processes are already connected. AI could help users initiate supported order tasks through simple instructions.

04

How Easily Can Your Team Access Customer Information?

A

Bring customer information together

Easier access to customer records could reduce interruptions and help employees provide a more consistent service.

B

Spend less time searching

AI could help employees retrieve relevant customer information more quickly.

C

Make customer tasks even easier

AI could help your team work with customer information and complete supported account updates.

05

How Much Manual Work Is Involved in Purchasing?

A

Start by reducing manual steps

Simplifying routine purchasing activities could free up time and reduce repeated work.

B

Build on existing processes

Agentic AI could help make supported purchasing tasks easier to complete.

C

Explore more efficient ways to act

AI could help users initiate supported purchasing actions directly within their business software.

06

How Quickly Can Your Team Access Operational and Financial Information?

A

Make information easier to access

Reducing the time spent gathering figures could help your team respond faster and make more informed decisions.

B

Get answers without the extra steps

AI could help employees retrieve information such as order margins more quickly.

C

Turn information into action

Beyond answering questions, Agentic AI can support tasks such as generating payment links within ERP One.

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Klipboard AI

AI Built for the Way Distribution Works

Klipboard AI brings Generative and Agentic AI directly into ERP One and ERP Go, helping distribution teams access information, complete supported tasks and make better use of the data already in their business systems. Across the two products, Klipboard has delivered:

37
Specialist AI agents
130
AI capabilities

From stock enquiries and product alternatives to sales orders and purchasing, Klipboard AI is designed to make a practical difference to everyday operations.

Ready to See What's Possible?

Discover how Klipboard AI can help your distribution business move from finding information to getting things done.

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