Top 10 Automation Use Cases for Mid-Market Distributors

Following are ten of the most impactful process automation use cases for mid-market wholesale distributors. 

1. Sales Order Processing – Automatically capture and enter customer orders across email, EDI, and web channels to speed up fulfillment and reduce entry errors. 
2. Inventory Management – Monitor stock levels in real time and trigger replenishment using predictive analytics to prevent stockouts and excess inventory. 
3. Accounts Payable – Extract, validate, and process thousands of vendor invoices automatically to reduce manual effort and ensure timely payment. 
4. Accounts Receivable – Generate and send invoices automatically and match incoming payments to the correct accounts to accelerate cash flow. 
5. Customer Service – Use bots to handle routine inquiries and status updates 24/7, improving responsiveness without increasing headcount. 
6. Shipping and Logistics – Automate carrier booking, label generation, and tracking updates to streamline shipping and reduce delivery errors. 
7. Returns Processing – Manage the end-to-end returns process—including RMAs, credits, and inventory updates—quickly and accurately with automation. 
8. Pricing and Product Updates – Synchronize price changes and product data across ERP, CRM, and e-commerce platforms instantly and without errors. 
9. Compliance Reporting – Automatically gather and submit required data for tax filings, audits, and partner requirements, reducing risk and manual effort. 
10. Customer & Supplier Onboarding – Automate credit checks, record creation, and documentation workflows to bring new partners online faster and more reliably. 
11.