Custom · Operator Console · Crestmont Logistics
Wholesale operations
This is one example of a Custom build.
Crestmont is a B2B wholesaler with 142 customer accounts, 4,200 SKUs, and EDI-driven order intake. Yours might be smaller or larger, with different integrations (Shopify, SAP, custom WMS) and different agent personalities. The architecture below — multi-tenant customer accounts, central catalog, AI order intake, observability, audit trail — adapts; the specifics are scoped per build.
Active customer tenants
142
+8 this month
Orders in pipeline
68
42 picking · 18 shipping · 8 intake
SKUs in catalog
4,212
14 low-stock · 3 critical
Order intake (24h)
214
183 via AI · 31 via EDI / sales
AI order intake
Natural-language B2B order intake
B2B buyers email POs in plain text, attached PDF, or paste them into the customer portal. The intake agent parses, validates against per-customer pricing tiers and credit limits, flags discrepancies, and routes to fulfillment.
// Inbound from MARLEY-CO purchasing@marleyco.example · 8:14 AM
"Hey Crestmont — Marley Co again. Need 24× SKU-2284 (the green ones), 12× the 4-pack of cleaners, and as many of those new towels as you have under $4 each. Net-30 same as last time. Drop ship to the Vaughan store. — Dave"
→ Parsed order #ORD-58291:
• 24 × SKU-2284 (Green Cleaning Concentrate, 1L) @ $7.40 = $177.60
• 12 × SKU-2240 (4-pack Multi-Surface Cleaner) @ $14.20 = $170.40
• 84 × SKU-3981 (Microfibre Towel, bulk) @ $3.85 = $323.40
→ Subtotal $671.40 · Net-30 honored · Vaughan ship-to confirmed
⚠ Towel inventory: 142 in stock (request was open-ended) — capped at 84 to leave 30-day buffer
✓ Routed to picking · ETA Wed Apr 30
Order pipeline
Today's orders 68 in flight
ORD-58291Marley Co · Vaughan ship-to 3 line items · $671.40 · Net-30
Intake → pick8:18 AMNew
ORD-58287Sundance Holdings · 2 ship-tos 14 line items · $4,184.20 · Net-15
Picking7:04 AMIn progress
ORD-58282Bayfield & Co · Hamilton DC EDI-850 · 38 lines · $11,420.85
Shipping todayFedEx GroundConfirmed
ORD-58271Tobermory Trading · 4 ship-tos EDI · 22 lines · $2,840 · Net-30
DeliveredApr 27 · PODClosed
ORD-58264Northridge Janitorial 5 lines · $1,184.20
Picking · shortSKU-3981 shortBackorder
Inventory · low stock alerts 14 SKUs flagged
SKU-3981Microfibre Towel — bulk
142 / 1,800Critical
SKU-2284Green Cleaning Concentrate, 1L
486 / 2,000Reorder
SKU-1192Heavy-Duty Mop Bucket, 32L
112 / 400Reorder
SKU-4400Anti-bac Wipes, case of 12
2,524 / 3,000OK
SKU-22404-pack Multi-Surface Cleaner
1,242 / 2,000OK
Per-customer portals
Top customer tenants Each has its own portal
BC
Bayfield & Co Net-15 · EDI · 4 ship-tos
$48K MTD
38 orders
ActiveSH
Sundance Holdings Net-15 · portal · 2 ship-tos
$32K MTD
22 orders
ActiveTT
Tobermory Trading Net-30 · EDI · 4 ship-tos
$28K MTD
14 orders
ActiveMC
Marley Co Net-30 · email/portal · 1 ship-to
$8K MTD
6 orders
ActiveNJ
Northridge Janitorial Net-15 · portal · 1 ship-to · backorder
$4K MTD
3 orders
Watch
Audit trail
Audit trail · last 4 hours
11:42order.create — ORD-58291 from email parse · agent confidence 0.96Marley Co
11:38price.override — Sundance Net-15 tier appliedSundance
11:21edi.parse — EDI-850 received · 38 lines · validated against catalogBayfield
10:54inventory.alert — SKU-3981 fell below 200 unit reorder thresholdHQ
10:32agent.escalation — order with discrepancy → routed to AR specialistNorthridge
AI evals · production
04:08eval/order-line-extraction-accuracy: 142/142 PASSall
04:11eval/price-tier-application: 96/96 PASSall
04:14eval/credit-limit-enforcement: 88/88 PASSall
04:18eval/edi-850-roundtrip: PASSall
04:21eval/quantity-clarification-prompts: 23/24 (1 review)Marley
Custom tier · supply chain build
B2B wholesale ordering portal: AI order intake from natural-language POs / EDI / portals, multi-tenant customer accounts with per-customer pricing & credit, inventory across 4,200 SKUs, integrated WMS / NetSuite / carrier APIs, audit trail with eval suite. Discovery Sprint = working prototype + demo + fixed-price quote.
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