Industry · Manufacturing

Pilot for manufacturing: production, supply chain, and B2B sales with AI

A B2B pipeline with distributors, purchase-order management, billing with payment terms, production coordination, and reports for management. For manufacturers, production plants, and industrial companies across LATAM that sell to distributors and wholesalers.

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Industrial team reviewing production orders and B2B orders in Pilot

Common challenges for a manufacturer

  • Distributor orders coming in by email, WhatsApp, and forms without entering a unified system.
  • Billing with different terms per client (30/60/90 days, volume discounts, withholdings) done in Excel.
  • Coordination between sales and production handled through long meetings and scattered messages.
  • Urgent orders that break the plan because there's no visibility into available capacity.
  • Management with no real visibility into margin per SKU, turnover, on-time delivery, or top distributors.

How Pilot solves each one

Pilot organizes the industrial operation as a flow: B2B order → confirmation with the client → production order → dispatch → billing → collection. Each distributor has a record with its own commercial terms: agreed prices, payment terms, volume discounts, enabled products, and the main contact.

Orders come into the CRM by email, WhatsApp, web form, or EDI with the distributor. The AI validates stock availability, current prices, and client terms, and generates the confirmation. The production lead sees the new order and schedules the manufacturing order.

The projects module coordinates production: batches in progress, raw materials required, plant capacity per week, promised dispatch dates. When an urgent order comes in, the AI shows the impact on committed orders before accepting.

Billing handles complex terms: partial billing by dispatch, withholdings by country, early-payment discounts, credit notes for returns. The payment link speeds up collection and reconciliation is automatic.

Management sees dashboards with: margin per SKU and category, inventory turnover, on-time delivery, top 10 distributors by volume, accounts-receivable aging, and productivity per production line. Without building the report at month-end.

Recommended modules for manufacturing

A starter setup for manufacturers and industrial plants.

CRM

Customers

One contact database, no duplicates, enriched by AI.

Sales

Sales board with live revenue and real-time alerts.

Invoicing

Electronic invoicing that builds, sends, and reconciles itself.

Accounting

Stress-free monthly close; AI categorizes and reconciles.

Projects

Project management with AI that prioritizes and delegates.

Approvals

Approval flows that move themselves, right from WhatsApp.

Reports

Dashboards that build themselves.

Typical integrations in manufacturing

OdooOdoo QuickBooksQuickBooks HubSpotHubSpot SalesforceSalesforce PipedrivePipedrive Whatsapp-BusinessWhatsapp-Business Outlook / Microsoft 365Outlook / Microsoft 365 Microsoft 365Microsoft 365

Real manufacturing use cases

B2B order automation

Distributors send a purchase order and the system confirms in minutes.

Production order management

Plant capacity, raw materials, and deadlines visible to the whole team.

Automated accounting

Bank reconciliation, withholdings, and month-end close with AI.

Pilot runs in manufacturers of food, textiles, construction materials, agribusiness, and consumer goods across LATAM with B2B sales to distributors.

Frequently asked questions

Does it replace SAP Business One, NetSuite, or full Odoo ERP?
Pilot isn't a complete industrial ERP (it doesn't handle deep MRP, multi-plant capacity planning, or cost accounting per manufacturing order at SAP-level detail). It covers the commercial layer (B2B CRM, orders, billing), basic production coordination, and management reports. For manufacturers already running SAP/NetSuite/Odoo, Pilot connects via API and adds the AI + WhatsApp + support layer. For industrial SMBs that don't want the complexity of a large ERP, Pilot can be the main system.
Does it handle different prices per distributor and per channel?
Yes. Price lists per client, per channel (wholesale, retail, export), per season. Volume discounts calculated automatically. Promotions by SKU/date. Each distributor only sees the prices that apply to them.
Does it connect with plant systems (MES, SCADA)?
Pilot operates in the commercial and coordination layer. For real-time plant data (actual vs planned production, OEE, downtime) Pilot connects via API to your MES/SCADA and the data appears in the management reports. For manufacturers without a MES, capture is manual from the projects module.
Does it handle exports with international terms?
Yes. Multi-currency is native, with incoterm handling (FOB, CIF, EXW), export billing with tariff codes, and withholdings per treaty. Export documents (invoice, packing list, certificate of origin) are generated from the order.
How much does Pilot cost for a manufacturer?
Pricing is customized based on the number of SKUs, active distributors, monthly volume, and the modules contracted. Contact us for a proposal. There are options from small manufacturers (1-3 products, 20 distributors) to mid-size industrial operations with 500+ SKUs.
Does it support consignment sales and returns of goods to the distributor?
Yes. A consignment model with stock held by the distributor but owned by the manufacturer, reports of distributor movements (sold vs in stock), rebilling when a sale is confirmed, and returns with an automatic credit note. Useful for manufacturers of food, perishables, and seasonal products.

Want to see Pilot running your plant?

Book a 30-minute demo. We'll show you the flow from an incoming B2B order to billing with terms and reconciliation — on a sample manufacturer with synthetic data.

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