For Distributors

Customer onboarding in days. EDI exceptions triaged before lunch.

Distribution runs on relationships, EDI, and the speed of customer onboarding — and most of those run on tribal knowledge in your team's heads. OpsATC.AI is the AI-native orchestration layer above your ERP, WMS, CRM, and EDI gateway. The Captain reads the live order book, ranks exceptions by customer impact, drafts the response, and answers "where is my PO" with a cited line from the carrier event log — not a hallucinated paragraph.

Warehouse, EDI, and customer portal — for distributors An illustration showing a warehouse fulfillment floor on the left, an EDI message stream in the middle, and a customer portal panel on the right — connected by data flows that route through The Captain's orchestration layer. EDI 850 EDI 856 ASN ✓ OTIF · CUSTOMER A 94.2% +1.4
Your worst week

The five operations that consume your week.

In the discovery conversations we've had with distributors, a recurring pattern keeps surfacing — different industries, different systems, the same five drains. The Captain is designed around exactly these.

DRAIN 01

New-customer onboarding

EDI mapping, item master sync, pricing rules, contract terms, ASN setup. 60–90 days from contract to first revenue PO is industry standard. The cost is margin you never recapture.

DRAIN 02

Exception triage

EDI 855s rejected, 856 ASN mismatches, 810 short-pays, allocation conflicts on Tier-1 customers. Your buyers and customer-ops leads spend half the day routing tickets between systems and people.

DRAIN 03

"Where is my PO?"

Inbound calls and emails from customer purchasing, asking the same question. Each requires a swivel-chair lookup across the WMS, the carrier portal, and the customer master. The lookup is minutes; the volume is daily and recurring — the inbound tax that consumes a customer-ops desk.

DRAIN 04

OTIF performance

OTIF penalties on the Tier-1s are real money. The pattern that drove last quarter's drop is buried in three systems. By the time you find it, the penalty is already booked.

DRAIN 05

Tribal knowledge

Your nine-year customer-ops lead knows which substitutions are acceptable for which customer. When she's on PTO, the desk gets it wrong.

The Captain
THE LAYER

All five run through the same orchestration layer

The Captain doesn't replace your buyers, your customer-ops leads, or your supply chain analysts. She compresses the time from signal to decision — for all five drains, in the same agent, with the same audit trail.

How The Captain works for distributors

Read · reason · cite · draft. Operator approves.

The Captain reads your live systems via MCP, reasons across them, drafts cited recommendations for each role — and stops at the operator. Every commit happens in your existing tool, with the source records cited and the audit log captured.

Distributor architecture flow - ERP, WMS, CRM, and EDI feeding The Captain orchestrator, which produces customer onboarding, exception triage, and OTIF outputs. Three-tier diagram: distributor source systems on the left (SAP S/4HANA or Oracle Fusion ERP, Blue Yonder WMS, Salesforce CRM, EDI gateway) flow into The Captain orchestrator in the center, which produces named output streams on the right: guided customer onboarding from contract to first PO, EDI exception triage with cited carrier event logs, and OTIF visibility ranked by customer impact. An operator approval gate sits between every draft and any commit back to the source system. YOUR SYSTEMS ERP SAP · Oracle · D365 · NetSuite WMS Manhattan · Blue Yonder · EWM CRM Salesforce · MS Dynamics CE EDI Gateway OpenText · SPS · Cleo Carrier & Logistics project44 · FourKites · TMS MCP · READ-ONLY · CITED THE CAPTAIN READS · REASONS · CITES · DRAFTS CITED RECOMMENDATIONS DRAFTED FOR REVIEW ONBOARDING EDI mapping · contract → first PO Customer Operations Lead EXCEPTION QUEUE EDI rejects · ASN · allocation Buyer · Customer-Ops Analyst CUSTOMER PORTAL "Where is my PO" cited answer Customer Purchasing OTIF DETECTION Pattern · penalty exposure Tier-1 Account Manager OPERATOR APPROVES · COMMITS IN OWN UI

See all five portals →

What changes for your team

Per-persona outcome targets — measured against your baseline.

Design-stage targets, not promised magnitude. The first design-partner pilot is where the delta gets measured against your operator baseline. Below: where The Captain is built to move the needle, by role.

Customer Operations Lead

Onboarding contract → first PO

Designed to compress new-customer onboarding from contract to first revenue PO — measured per design-partner against your historical cycle.

Buyer / Customer-Ops Analyst

Exceptions in seconds, not minutes

Designed to compress per-exception swivel-chair lookup from minutes-per-ticket to seconds-per-ticket — full ERP/WMS/CRM context already pulled before the buyer reviews.

Tier-1 Account Manager

OTIF drift surfaced before the penalty books

Designed to surface the pattern driving OTIF drift on a top-10 customer in days, not weeks — early enough to intervene before the penalty is contractually booked.

Customer Purchasing

"Where is my PO" answered by the portal

Designed to redirect a meaningful share of "where is my PO" inbound off the customer-ops desk and onto a self-service portal that cites the live carrier event log.

Operations Director

Tribal knowledge becomes queryable

Designed to convert your senior customer-ops lead's tacit precedent knowledge into a queryable decision log — so when she's on PTO, the desk still gets the right substitution call.

The systems you already run

Pre-built MCP connectors for the distribution stack.

OpsATC.AI sits on top of your existing investments — your ERP, WMS, CRM, EDI gateway, and customer portal. Nothing gets retired. Read-only connectors via Model Context Protocol, with audit trails at the protocol boundary.

Reference adapter implementations are scaffolded for these platforms and validated against synthesized fixtures from public API documentation. Partner-sandbox re-records are pending; production validation happens during the first design-partner pilot. See platform integrations for the full reference-vs-scaffolded breakdown.

ERP & FinancialsOrder management, AR/AP, item master

SAP S/4HANA
SAP ECC 6.0
Oracle Fusion Cloud
NetSuite
Microsoft Dynamics 365 F&O

Warehouse ManagementInventory, fulfillment, ASN generation

Manhattan Active WMS
Blue Yonder WMS
SAP EWM
Körber WMS

EDI & B2BTrading-partner integration

OpenText Trading Grid
IBM Sterling B2B
SPS Commerce
Cleo
TrueCommerce

CRM & ServiceCustomer relationships, ticket triage

Salesforce
MS Dynamics 365 CE
ServiceMax

Logistics & TMSCarrier visibility, freight

project44
FourKites
E2open
Manhattan Active TMS

See the full integration catalog →

What you provide · what you don't · for distributors

The IT lift is smaller than most distribution ops directors expect.

No data lake. No customer-master extraction. No EDI replatform. The Captain reads your existing ERP, customer portals, and supplier feeds live via MCP — and adapts on operator feedback, not retraining cycles. See the Day 1 to Day 90 timeline →

What we need

  • Read-only credentials per system you want orchestrated
  • Service accounts on those systems
  • Allow-list approval for OpsATC.AI's egress addresses
  • One-time field-mapping confirmation per connector
  • Pre-built EDI-template mapping for your top 10 customer formats

What we don't need

  • Historical data extraction from your data lake
  • Data warehouse seeding
  • Replicated copies of your operational data
  • Custom adapter work for standard platforms
  • Data-team involvement to begin
Data Governance · ADR-0023

Your distribution data is dirty when we start — late receipts, miskeyed POs, suppliers with two vendor IDs, allocations split across duplicate SKUs, customer hierarchies the prior tool quietly worked around. The Captain Data Quality Detection Layer runs continuously: baseline at MCP connect, inline on every read, scheduled per record type, on-demand when an operator asks. Six issue classes, four detection modes, all surfacing through the Trusted Advisor card. No six-month cleanup project. See the full Data Governance architecture →

Bring your worst week. We'll walk through how it changes.

Thirty minutes, your live operational pain points — a customer escalation, a stuck onboarding, an OTIF drop. We'll walk through how the orchestration layer changes the response, the cycle time, and the cost. Written diagnosis within one business day.