Wholesalers
How do we explain minimums and volume pricing without repeating it daily?
Eva answers the terms you loaded, searches your catalog, helps build the order up to the minimum and leaves the conversation in the CRM with follow-up scheduled.
In wholesale the first conversation is nearly always the same one. What is the minimum per order and per item, at what quantity the price changes, what it takes to open an account, whether it sells by unit or by case, and where to send proof of payment. It repeats all day, always in writing, and always falls to whoever has the price list open.
Eva is an AI sales agent with a built-in CRM that takes that first stretch: it answers those terms from what you loaded, searches your catalog, helps build the order up to the minimum and leaves the thread in the CRM with follow-up scheduled. This page describes that for a wholesale business.
Súper La Esquina
online
Today
I want to stock from you. What is the minimum and what is the price on the 600 ml soda?
08:32
Welcome. The minimum order is 3,000 pesos. The 600 ml soda is 118 pesos per 12-pack case, dropping to 112 pesos from 20 cases. Shall I set up your account and build your first order?
08:33
Give me 25 cases of the 600 and 10 of the 1-liter water.
08:34
With the price break applied it comes to 3,930 pesos, above the minimum. Here is your order and the payment link.
Order_5561.pdf
08:34
Payment confirmed · 3,930 pesos
Payment received and your account is set up. Your order ships on tomorrow's route; in 15 days I will write about the restock.
08:36
I want to stock from you. What is the minimum and what is the price on the 600 ml soda?
08:32
Welcome. The minimum order is 3,000 pesos. The 600 ml soda is 118 pesos per 12-pack case, dropping to 112 pesos from 20 cases. Shall I set up your account and build your first order?
08:33
Give me 25 cases of the 600 and 10 of the 1-liter water.
08:34
With the price break applied it comes to 3,930 pesos, above the minimum. Here is your order and the payment link.
Order_5561.pdf
08:34
Payment confirmed · 3,930 pesos
Payment received and your account is set up. Your order ships on tomorrow's route; in 15 days I will write about the restock.
08:36
What Eva did meanwhile
Catalog
Soda 600 ml · 12-pack case
118 pesos · break from 20 cases
Your wholesale list
Payment and invoice
Order_5561.pdf generated
Payment link · bank transfer
CRM
Súper La Esquina · 3,930 pesos
A new signup turned into a first order: minimums and price breaks applied automatically, collected, restock scheduled.
- Quotes
- Charges
- Books
- Logs it in the CRM
- Follows up
From $229 USD a month · setup from $579 USD · live in 5 business days → See pricing
The problem
The daily problem
- The same questions come back daily: minimum per order, minimum per item, selling unit, price breaks and what it takes to open an account.
- Price is neither public nor single: it depends on the account and the quantity, and quoting a break from memory is how a number gets promised that the system does not agree with.
- Orders arrive as a list or a form and somebody keys them in; then proof of payment arrives in the thread and somebody else reconciles it before picking starts.
A day with Eva
A day with Eva
A new buyer writes asking about the minimum. Eva answers in seconds from what you loaded: minimum per order and per item, whether you sell by unit, case or sack, and what is needed to open a wholesale account. It is the conversation that repeats dozens of times a day, answered the same way every time, without anyone dropping what they were doing.
When the buyer moves to prices, Eva searches your catalog, returns up to 25 candidates per search, pulls the verified product record and answers using only the fields you marked visible. If your price moves with quantity or account, Eva answers with the break that is loaded; if that condition is not there, it does not invent one — it says so, asks for a person on your team and hands the thread over with the context already assembled. If they send a photo of a label or a carton, Eva matches it against your catalog images and proposes candidates with a confidence level.
Then it helps build the order. Eva confirms pack size, variant and quantity per item against the verified record, and flags when the order still has not reached the minimum, so your warehouse does not receive something incomplete or in the wrong presentation. Contact, opportunity and the ordered detail land in the CRM, so the next reorder does not start from scratch.
At the close, Eva can create a SPEI bank-transfer payment link for Mexican operations and issue and store the CFDI tax invoice once the tax profile is complete. If the buyer would rather send proof of payment in the thread, Eva takes it as context and leaves the conversation with your team. And it comes back for the reorder on its own, with sequences of up to five steps and delays of up to 180 days; each follow-up runs a full agent turn. The moment a person on your team replies, Eva goes quiet.
Concrete workflows
Three concrete workflows
Answer minimums, breaks and account setup
Eva answers minimum per order and per item, selling unit, price breaks and account requirements from what you loaded, the same way every time.
The order follows your rules
Catalog
Soda 600 · water 1 L
Price breaks
112 pesos from 20 cases
Terms
Minimum: 3,000 pesos
With 25 cases the 112-peso break applies: your order lands at 3,930 pesos, above the minimum, invoice included.
Build the order up to the minimum
Eva confirms pack size, variant and quantity per item against the verified record and flags when the order has not reached your minimum.
A signup becomes a route customer
Súper La Esquina
New account · route 4
First order · restock in 15 days
3,930 pesos
Collect, invoice and return for the reorder
Eva creates the payment link, issues the tax invoice once the tax profile is complete, and comes back for the next order over months.
Collects and invoices on its own
Payment link · transfer or card
Payment confirmed
Invoice_A241.pdf
CFDI 4.0 invoice issued and sent
Typical integration: The catalog arrives as a file or through an API, and API sources sync every 24 hours. The agent's tools can call HTTP endpoints in your ERP or B2B storefront to check stock, an account's price list or the status of an order; what gets connected, and under which contract, is decided during implementation rather than promised beforehand.
We configure everything for you.
online sales in six months
Serviacero Comercial, a steel distributor, multiplied its online sales more than fourfold in six months with Eva answering and quoting immediately.
Read the full storyQuestions
FAQ
Does it apply the volume price break?
It answers with the break that is loaded and marked visible. If your quantity tiers or account price lists live in your system, the honest move is to expose that lookup and connect it as a tool. Until that exists, Eva does not compute a discount on its own: it says so and escalates to a person on your team.
Can it open a wholesale account?
It can collect, not authorize. Eva asks for the details and documents you configure, leaves them organized on the contact and the opportunity, and hands the conversation to your team. Vetting the customer, assigning a price list and deciding on credit terms stay with you.
Does it reconcile proof of payment?
It does not validate it against your bank. Eva takes the screenshot as context and leaves it in the thread for your team to confirm. If you would rather close the loop inside the agent, Eva creates bank-transfer payment links from a connected account, and there the confirmed payment does act as the trigger for the tax invoice.
Does it stop incomplete orders reaching the warehouse?
It helps before, not after. Eva confirms pack size, variant and quantity per item against the verified catalog record and flags when the order has not reached the minimum you configured. Picking and checking stay with your warehouse; what changes is that the order arrives complete and with the right presentation written down.
Does it come back for the reorder?
Yes. Sequences allow up to five steps and each delay can reach 180 days, and each follow-up runs a full agent turn, so it can check the catalog, update the CRM or decide that writing again is not the right move yet. Outside a messaging channel's session window, delivery needs an approved template; without one it is parked or flagged instead of failing silently.
Put Eva to work.
Send us your price list and your wholesale terms. We will show you how Eva would answer them, with your prices and your rules.
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