--- title: "Wholesale distribution document automation | Safivo" description: "Reconcile customer POs, EDI documents, vendor invoices, packing slips, and credit memos before clean records post to your systems." url: "https://safivo.com/use-cases/wholesale-distribution" source_url: "https://safivo.com/use-cases/wholesale-distribution" --- [Skip to content](#main-content) [![](/safivo-flag-logo.svg)Safivo](/) Use cases [Demo](/demo)[Compare](/compare)[Pricing](/pricing)[Security](/security)[Contact](/contact) [Map a workflow](/contact) Controlled workflow · Order entry # Turn emailed POs into clean sales orders—without retyping. Safivo resolves the customer and items, pulls live availability and promise dates through an API, checks the order rules, and creates the sales order. Mismatches pause with the source and system evidence a reviewer needs. [Map my workflow](/contact)[Follow PO-4831](#run-ledger) - Customer email - Purchase order - Item master - Sales order Order intake PO-4831 Example Order![](/brand-icons/gmail.svg)GmailChecks![](/brand-icons/salesforce.svg)SalesforceReady![](/brand-icons/sap.svg)SAP 5 passed · 1 held ## One ship-to exception is isolated. Items, pricing, terms, and delivery details are checked before order creation. CheckResultDetails Item matchChecked3 of 3 Contract pricingCheckedMatched Ship-toCheckedAddress variation The evidence behind the outcome ## See what Safivo proves before it writes. Move through the run to inspect each source, browser or API action, rule result, approval, and recorded update. Example connected pathCustomer PO → clean sales order ![](/brand-icons/gmail.svg)Step 01 · 10:06GmailOrder intakeOrder received![](/brand-icons/salesforce.svg)Step 02 · 10:07SalesforceCustomer matchRecords matchedStep 03 · 10:08Inventory APIStock + promise dateInventory API returnedStep 04 · 10:09Safivo checksOrder rulesRules evaluatedStep 05 · 10:11Safivo reviewShip-to exceptionShip-to confirmed![](/brand-icons/sap.svg)Step 06 · 10:13SAPSales orderSales order created Step 01 of 6 ![](/brand-icons/gmail.svg) Gmail Order intake ### Order email received Safivo captures the message, attachment, and requested delivery context as one source packet. 10:06 AM · 1 attachment Order received Email + PO-4831 10:06 Evidence packet New PO-4831 · Acme Retail orders@acmeretail.com → sales@safivo.io 4 recorded fields Attachment PO-4831.pdf 312 KB Customer Acme Retail Ship-to Midwest DC Requested delivery June 18, 2027 Order entry without blind spots ## Release the order without losing the source behind each field. Safivo keeps the customer PO, master-data match, inventory API response, rule results, reviewer decision, and ERP writeback in one trace—so sales operations can move faster without guessing. [Map my workflow](/contact) Explore another run [01Load packet → billing readyMatch the packet through the TMS API, verify delivery details in the carrier portal, and write back a billing-ready record.](/use-cases/load-packet-to-billing)[02Carrier onboarding → approved carrierCheck the authority portal in the browser, pull live coverage through an API, review exceptions, and create the approved carrier.](/use-cases/carrier-onboarding) ![](/optimized/safivo-footer-light-1920.webp) ![](/safivo-flag-logo.svg) Safivo Safivo turns repeatable work into controlled AI workflows across your tools, APIs, and the web, with a clear history of every run. ### Use cases [Freight billing](/use-cases/load-packet-to-billing)[Carrier compliance](/use-cases/carrier-onboarding)[Order entry](/use-cases/customer-po-to-sales-order) ### Platform [Watch a run](/#what-it-runs)[Why it’s reliable](/#deterministic)[Integrations](/#how-it-works)[Run history](/#audit-trail)[Security](/security) ### Company [About](/about)[Pricing](/pricing)[Comparisons](/compare)[FAQ](/#faq)[Book walkthrough](/#walkthrough)[Example flow](/#run-plan)[Contact](/contact)[Privacy](/privacy)[Terms](/terms) © 2026 Safivo. All rights reserved. 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[hello@safivo.com](mailto:hello@safivo.com) ## Structured Data ```json {"@context":"https://schema.org","@graph":[{"@type":"WebPage","@id":"https://safivo.com/use-cases/wholesale-distribution#webpage","url":"https://safivo.com/use-cases/wholesale-distribution","name":"Wholesale distribution document automation | Safivo","description":"Reconcile customer POs, EDI documents, vendor invoices, packing slips, and credit memos before clean records post to your systems.","isPartOf":{"@id":"https://safivo.com/#website"},"about":{"@id":"https://safivo.com/#organization"},"inLanguage":"en","mainEntity":{"@id":"https://safivo.com/use-cases/wholesale-distribution#service"}},{"@type":"Service","@id":"https://safivo.com/use-cases/wholesale-distribution#service","name":"Wholesale distribution document workflow automation","description":"Reconcile customer POs, EDI documents, vendor invoices, packing slips, and credit memos before clean records post to your systems.","url":"https://safivo.com/use-cases/wholesale-distribution","provider":{"@id":"https://safivo.com/#organization"}}]} ```