Trading and distribution
From enquiry to order with the right price and a credit check
Traders and distributors live on speed and margin across thousands of SKUs, many price lists and customer groups. IbixOS brings live stock and customer prices into every quote, lets an AI agent answer product questions at any hour, checks credit on every order and spots accounts that stop buying.
The problem
What gets in the way today
Quotes take a day
Product data, stock and prices sit in the ERP and in spreadsheets, so a simple quote waits.
Credit checked by phone
Sales calls finance to ask whether an order can go out.
Silent churn
Repeat buyers go quiet and nobody notices for months.
Use cases
What IbixOS does for trading
- 1
Product questions answered at any hour
The agent searches the catalog with specs, compares models and sends the product page to the caller's phone.
Sales agent
- 2
Quotes from live ERP prices and stock
Customer price lists and current stock in every quote, discounts over the limit routed for approval, revisions tracked until the PO arrives.
Quotes
- 3
Credit on every order
Credit limit, open balance and payment history checked automatically, over limit orders held for approval.
Finance agent
- 4
Reorder and win back
Accounts that have not ordered in 60 days get a WhatsApp reminder and a task for their rep.
Marketing
- 5
Prospecting
New accounts found from the prospecting database by territory and industry, enriched and assigned to reps.
Prospecting
An agent on the line
CustomerDo you have a 4 channel 200 MHz oscilloscope in stock and what is our price
AgentTwo models fit. The one in stock at Jebel Ali is at your contract price, and I have sent the datasheet and price to your phone. Shall I raise the quote for two units
Quote drafted with contract price
Real screens
Screens from the shared platform
Captured from an IbixOS demo company. Click any screen to open it full size.
The chairman's briefing: critical projects, expired iqamas, FM work orders past SLA, cash and fleet, with agent actions waiting for approval before anything is written to the ERP. Every project with SPI and CPI, physical progress, backlog and payment certificates, read from the ERP and the schedule. Offers drafted by agents go through manager approval before they are sent by email, WhatsApp or an AI voice call.
Modules in the trading pack
The parts of IbixOS this runs on
Sales CRM
Leads, customers, contacts, opportunities, quotes, orders, approvals and tasks.
Engage and AI agents
Calls, WhatsApp, AI voice and chat agents, website widget.
HR and payroll
Employees, payroll with KSA and UAE rules, compliance, leave and attendance.
Procurement
Vendors, purchase orders and payables.
Finance reports
Margin, receivables, payables and credit control.
Sales insights
Sales KPIs, team performance, territories and activity log.
Product catalog
Products, services, price lists, documents and store reconciliation.
Marketing
Campaigns, audiences, content studio, forms, prospecting and web visitors.
Works with
Your back ends stay
- Odoo
- SAP Business One
- NetSuite
- Microsoft Dynamics 365
- Shopify
Connected during rollout with read access first, write back only through approved actions. See the full integrations wall.
Build your trading planBook a demo
See IbixOS run on your industry
Tell us a little about your company. A product specialist replies within one working day to set up a 45 minute session with your managers.
- A live walkthrough of the command center and the modules for your industry, on demo data that looks like yours
- A rollout plan for your systems, channels and approval rules
- A written proposal for your plan, with security documentation and hosting options
Or email [email protected]