The
Overview
Wishtree partnered with a multi-branch HVACR distributor to bridge the critical gap between their e-commerce website and backend ERP, by implementing a Unified Order & Inventory Management system.
Problem
Statement
The client’s digital sales channel was actively damaging customer relationships and creating operational chaos due to a critical disconnect between their e-commerce frontend and backend systems.
Key challenges included:
- Eroded Customer Trust
- Operational Inefficiency
- Data Silos
Highlights
Live Inventory Sync
Auto Order Workflow
No Manual Entry
Trusted Stock Info
Production pilot live in 7 weeks
Fully scalable AI integration framework
Agentic AI refers to autonomous, goal-driven software agents that act with
limited human input to optimize specific goals like pricing, forecast demand,
and detect fraud in real time.
About Client
A multi-branch Heating, Ventilation, Air Conditioning, and Refrigeration (HVACR) distributor and wholesaler serving professional contractors, whose operations rely on a legacy Prophet 21 ERP system to manage a complex inventory across multiple warehouse locations.
- Inaccurate online inventory leading to false “In Stock” promises.
- Contractors would place orders for items shown online as available, only to be informed later of stockouts, damaging relationships.
- Every web order had to be manually re-keyed into the ERP, creating delays, transcription errors, and operational inefficiency.
- Provides a live, two-way connection between the website and the ERP/WMS, displaying accurate, location-specific stock levels
- Converts online orders directly into ERP sales orders instantly and automatically, with zero manual intervention.
- Allows for intelligent order routing based on predefined rules
- Eliminates the risk of human error from manual data entry, ensuring the website and backend systems are always in sync.
- The system continuously monitors inventory levels across all branches within the Prophet 21 ERP and WMS, pushing live updates to the e-commerce site to ensure 100% accurate stock visibility.
- The integration layer acts as an intelligent router, automatically converting validated website orders into native ERP sales orders and applying business rules for fulfillment location without any human intervention.
- By creating a single, reliable source of truth, the system eliminated the root cause of overselling and manual errors, transforming the website from a liability into a trusted, 24/7 sales channel.
Core Features
Real-Time Sync Engine
API-Led Integration Layer
Multi-Branch Inventory Visibility
Intelligent Order Routing
Automated Order-to-ERP Pipeline
Impact
- 100% elimination of oversold orders
- 70% reduction in order processing time
- 25% increase in contractor confidence
- Operational staff reallocated to customer service
End Data Silos: The Unified Architecture for Cross-Platform Inventory Visibility
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