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Wholety operations guides

Practical guides for your team and your AI Agent

Start with one task: connect your Agent, check available stock or reconcile a purchase. Each guide links a worked example to the actual product workflow.

5 wholesale distribution software options: workflow and AI compared

A buyer's checklist for procurement, partial receipts, available stock, B2B orders, settlement and AI permissions, with sourced vendor claims and clear gaps.

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AI inventory management: check stock and draft a purchase order

GLASS-CUP becomes GCP-12: a worked example checks zero stock, reviews 48 cases at USD 12.50 and saves an authorized draft without approving or receiving it.

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How to prevent overselling in B2B wholesale orders

A 100-unit example connects physical, reserved and locked stock to order-product saving and warehouse dispatch.

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Available stock vs on-hand inventory: what can you promise?

A worked stock example for wholesale teams deciding what they can promise to the next customer.

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How to allocate import freight to SKU costs by volume

Follow a two-SKU example from container volume to freight per unit and confirmed purchase cost.

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Purchase order statuses: from approval to warehouse stock

Connect order milestones to receiving and settlement, with a practical partial-arrival example.

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Configure Canadian province tax zones and order invoices

An application setup workflow for province tax zones, merchant regions, product tax flags and invoice records.

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Map supplier and customer item numbers to your warehouse SKUs

A practical example for teams matching supplier, warehouse and customer item numbers before creating orders.

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Plan multiple deliveries for one wholesale sales order

A worked two-run delivery plan with verified buyer addresses, atomic line reassignment and a clear link to warehouse stock-out.

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Purchase order workflow: from draft to partial receipt and settlement

A worked example for buyers, warehouse staff and finance teams handling one purchase across two arrivals.

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What is an MCP server? How AI agents work with your ERP data

One unpaid-order question shows how an MCP client finds, describes and calls a business operation, plus read-only keys, write scopes and the remote HTTP or stdio setup.

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What is ERP software? A wholesale order from purchase to payment

A 200-unit purchase, a 120-unit receipt and a 50-unit sale show what ERP connects, followed by spreadsheet warning signs, cloud and AI-ready ERP, and a selection checklist.

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