AI Built for the Way Distribution Businesses Work
37 specialist AI agents. 130 capabilities tracked across ERP One and ERP Go.
From checking stock across branches and finding alternative products to creating sales orders, preparing invoices and generating payment links, Klipboard brings Generative and Agentic AI directly into distribution software.
Ask questions in plain language, get answers from your own operational data and complete supported tasks within established business workflows.
Built in, not bolted on.
Real AI. Real Distribution Capabilities.
Figures accurate as of October 2026.
Intelligence built around distribution operations
Distribution businesses manage a constant flow of information across customers, products, stock, suppliers, orders, purchasing and finance.
A customer needs a product urgently. Is it available at this branch or somewhere else? Can we offer an alternative? What's the agreed price? Can we get the order moving?
Finding the answers often means working across multiple records, screens and processes, sometimes while a customer is waiting.
Klipboard AI is embedded directly into ERP One and ERP Go, connecting specialist AI agents with the operational data and workflows distribution teams already use.
That means users can ask questions naturally, access relevant information and increasingly take the next step without moving between disconnected systems.
Less searching. Fewer manual steps. More time to serve customers and keep orders moving.
Ask a question. Get the job done.
Klipboard AI makes everyday distribution information easier to access and use, while Agentic AI can complete supported tasks within established business rules.
These are practical applications of AI within everyday distribution workflows, not a separate assistant working outside the business system.
Check stock across branches
Find out whether a product is available locally or at another branch, without manually searching through stock records.
Try asking: "Which depots have the 22mm copper elbows in stock?"
Find suitable alternatives
When a product isn't available, use AI to identify possible alternatives and help keep the customer enquiry moving.
Try asking: "It's out of stock. What can we offer instead?"
Create sales orders
Move from finding information to taking action. Agentic AI can create supported sales orders using the customer and product information already held in the system.
Try asking: "Create a sales order for Hartley Trade and add 20 units."
Work with invoices and payments
Access financial information, prepare supported documents and complete authorised payment-related tasks.
Try asking: "Create a payment link for invoice 55012."
.png)
Specialist agents for different distribution needs
Klipboard AI is embedded across ERP One and ERP Go, with capabilities designed around the operational requirements of each product.
ERP One
ERP One brings Generative and Agentic AI into the workflows of larger distribution businesses, helping teams work with information across branches, customers, suppliers, products, inventory, orders, purchasing, delivery and payments.
Its specialist agents can answer operational questions, identify alternative products and complete supported actions within established business processes.
Five capabilities are classified as Agentic AI, covering supported actions such as creating purchase orders and generating payment links. Their availability should be confirmed for the relevant product environment.
- "Is the 15mm isolating valve in stock here, or anywhere nationally?"
- "It's out of stock. What can we offer instead?"
- "Create a payment link for invoice 55012."
ERP Go
ERP Go brings embedded AI into the everyday processes of smaller distribution and trade businesses, helping teams work with customers, products, stock, orders, invoicing and financial information.
ERP Go's AI capabilities go beyond retrieving information to completing everyday tasks, including creating sales orders, adding products to orders, preparing draft invoices and managing customer and CRM records.
This gives teams a more direct way to move from finding information to completing everyday work.
- "Which depots have the 22mm copper elbows in stock?"
- "Create a sales order for Hartley Trade and add 20 units."
- "What margin did we make on order 4471?"
Klipboard Intelligence: A wider view of distribution performance
Klipboard Intelligence is also expanding into Distribution, bringing together operational and industry data to support a deeper understanding of business performance and market activity.
By identifying patterns, trends and commercial opportunities beyond traditional reporting, industry intelligence creates new ways for businesses to understand what's changing and make better-informed decisions.
This forms part of Klipboard's wider strategy to combine operational software with increasingly valuable industry-specific intelligence.
From stock and sales to purchasing and payments
Across ERP One and ERP Go, 37 specialist AI agents support 130 capabilities covering a broad range of distribution operations, including:
Sales and order management
Access order information, work with customer requirements and complete supported sales order tasks.
Products, pricing and availability
Find product details, check stock availability across branches and identify suitable alternatives.
Inventory and replenishment
Work with stock information and supported purchasing processes to help keep products moving.
Customers and accounts
Access customer information, manage supported customer records and work with CRM activities.
Invoicing and credit control
Retrieve financial information, prepare invoices and support payment-related tasks.
Reporting and insights
Ask questions about operational and financial performance, including order margins and other information held within the ERP system.
Rather than relying on one generic assistant, Klipboard AI uses specialist agents designed around different areas of the distribution business.
Agentic AI that gets work done
Finding the right information is valuable. But distribution work rarely ends with the answer.
A customer enquiry may require stock to be checked, an alternative identified and a sales order created. A purchasing task may involve reviewing product information before raising an order. An outstanding invoice may require a payment link.
Klipboard's Agentic AI connects information with supported actions within the same business system.
Across ERP One and ERP Go, specialist AI agents can support practical actions within everyday distribution workflows, helping teams move from finding information to completing tasks.
These include:
- Creating sales orders.
- Adding products to orders.
- Creating purchase orders, where supported.
- Preparing draft invoices.
- Generating payment links, where supported.
Today's agents are semi-autonomous, working within established permissions and business rules, with approval required where appropriate.
It's a practical shift from software that tells users what needs doing to software that can help get it done.
Real questions. Everyday ERP workflows.
See how Klipboard AI is changing the way distribution teams interact with their business software.
From checking stock and finding product information to creating orders and completing supported tasks, discover what embedded AI can do within ERP One and ERP Go.
Klipboard AI in ERP One: Order Creation
Klipboard AI in ERP Go: Your Built-in Assistant
Stock availability is only part of the answer
A product might be in stock at another branch. But that doesn't necessarily mean it's the right option for the customer.
The decision may also depend on existing commitments, suitable alternatives, customer-specific pricing, delivery requirements and supplier availability.
Similarly, creating an order involves more than entering a product and quantity. The system needs to work with the relevant customer, product and transaction information.
Klipboard has spent decades building software around these relationships.
By connecting AI with operational data and established business rules, we're creating intelligence designed around the way distribution businesses actually operate.
Not generic AI adapted to distribution. AI built around distribution work.
Built in, not bolted on
AI becomes more valuable when it works within the systems that already run the business.
Klipboard AI is embedded into ERP One and ERP Go, allowing specialist agents to work with customer, product, stock, order and financial information without requiring teams to move data into a separate tool.
Agents operate within existing permissions and business rules, with human approval where required.
Answers are grounded in the business's own operational records, and customer data is not used to train global AI models.
The result is intelligence that supports everyday distribution work while keeping people in control.
More intelligence. More action. Better-connected operations.
With 37 specialist AI agents and 130 capabilities tracked across ERP One and ERP Go, we're continuing to expand the role of AI within distribution workflows.
Our focus includes deeper Agentic AI across purchasing, customer management and credit control, alongside more intelligent automation and new ways to use operational information.
We're also developing predictive and industry intelligence to help businesses identify patterns, understand changing demand and recognise potential issues and opportunities earlier.
As these capabilities develop, distribution software can move further beyond recording transactions and retrieving information.
It can increasingly understand the context surrounding the business, identify what needs attention and help complete the next appropriate action.
.jpg)
Put AI to Work Across Your Distribution Business
From checking stock and identifying alternatives to creating orders, preparing invoices and generating payment links, Klipboard AI brings intelligence directly into the ERP software your teams already use.
37 agents. 130 capabilities tracked across ERP One and ERP Go.
Find answers faster. Reduce manual work. Get more done.
