Skip to content

Valves and fittings wholesale

Fittings wholesaler quote automation for valves, flanges and pipe fittings

Fittings wholesaler quote automation turns an emailed, PDF or Excel enquiry for valves, flanges and pipe fittings into a draft quote from your catalogue and customer pricing. ERP Agent identifies the right product for each line, checks the DN size and PN class the line states, and scores every match from 0 to 100. A rep approves the draft, and the quote lands in your ERP, CRM or other system.

Get a demo

What does a valves and fittings enquiry look like?

Enquiries reach valves and fittings wholesalers and valve stockists (PVF distributors, in US terms) from plant maintenance teams, water utilities, pipework contractors and shipyards. Some are project lists: a PDF bill of materials or an Excel sheet of a few hundred lines. Others are a two-line email from a site fitter, a photo of a nameplate, or a purchase order in the customer’s own part numbers.

Each line has to become one item among near-identical variants: DN40 or DN50, PN16 or PN40, flanged, threaded or welded ends, brass or stainless, full or reduced bore. According to our case study, a sales rep spends on average 4–7 minutes per line when creating quotes and orders by hand. At that rate, a 150-line project list takes 10 to 17.5 hours of desk work.

Contractors often send the same list to several wholesalers at once. While it waits in a queue, the reply slips, and the rep who knows valves best spends the day keying lines instead of advising customers.

Valve and fitting shorthand, and what the agent reads in it

Valve and fitting shorthand, and what the agent reads in it
The customer writesHow ERP Agent handles it
“BV DN50 PN40 SS flgd”The stated DN size and PN class are compared with each candidate, so a PN16 valve is pushed down.
“WN flange DN100 PN16 316L”Type, size, class and grade are read from the line; the numbers separate DN80, DN100 and DN125.
“1/2" BSP F x F brass gate valve”Size, thread, end connection and material are read from the line and matched against your item text; the reasoning shows what was matched.
“Check valve DN80”, type not givenThe line scores lower, the reasoning notes the missing type and the other type is one click away as an alternative. With sales history, the type this customer usually buys comes forward.
The customer’s own part numberLearned from past quotes and from the lines your team sends; the code stays on the line.
One code for a flange kitA customer-code set, once set up for your company, expands it into its fixed lines: flanges, gasket and bolt set.

How does ERP Agent turn a valve and fitting enquiry into a quote?

  1. The enquiry arrives

    A rep forwards the email to your company’s own agent mailbox or pastes it into the web app. PDF (scanned too), Excel, CSV, Word and images are read, and the agent identifies the customer from the request and flags it straight away if no customer matches. See email to ERP.

  2. Lines to products

    Wording your team has confirmed before goes to the same product again. Other lines are searched by code, numbers and description, even when the enquiry and your catalogue are in different languages.

  3. Checks

    Stated DN, PN and dimensions are compared with each candidate. You can also switch on a second check that sends wrong matches back for another search and, with accessory rules set up for your company, reminds the rep of gaskets and bolt sets. The agent never guesses: a line with no plausible match goes on your placeholder code with the customer’s wording kept.

  4. Pricing, review and send

    Customer pricing comes from the data and rules configured for your company, and the rep can edit any price. The rep approves, and the quote or sales order is written to your ERP, CRM or other system.

Example: a pump-room enquiry, line by line

Prices are left out; in a real draft they come from the pricing configured for your company.

Customer requestIllustrative example
Email with PDF attached: “Please quote the attached for the pump room.”
  1. Ball valve DN50 PN40 SS flgd x 6
  2. WN flange DN100 PN16 316L x 12
  3. Elbow 90 LR 2" sch10 316L BW x 20
  4. Check valve DN80 PN16 x 2
  5. Our part no. PV-2207 x 10
  6. Gaskets to suit x 1 lot
Proposed lines · Illustrative example
Request lineProposed productScoreWhy
Ball valve DN50 PN40 SS flgd4410550 Ball valve DN50 PN40, stainless, flanged93DN and PN agree; PN16 version pushed down
WN flange DN100 PN16 316L3110416 Weld neck flange DN100 PN16, 316L95Type, size, class and grade agree
Elbow 90 LR 2" sch10 316L BW3230210 Elbow 90° LR butt weld 2" SCH10S, 316L94Size, schedule and grade agree
Check valve DN80 PN164630080 Swing check valve DN80 PN1672Type not stated; wafer check offered as an alternative
Our part no. PV-22074210025 Gate valve DN25 PN16, bronze, BSP98Customer’s own code, learned earlier
Gaskets to suitPlaceholder code, wording kept–Type and material not stated; the rep asks

Illustrative example: the request, article numbers and scores show how different kinds of lines are handled.

What does your sales team check before a quote is sent?

  • A match score from 0 to 100; lines under 80 are marked, so the rep settles those and approves the rest. See how the match score works.
  • The customer’s line next to the proposed product, with the agent’s reasoning and alternatives, such as the wafer check valve.
  • Quote chat: add or remove rows and change quantities or prices; every proposed edit is approved or rejected line by line.
  • Product codes checked against your ERP before anything is written, so only codes that exist there are saved.
  • A person approves. The agent never sends anything to a customer on its own.
ERP Agent quote review interface with sample data
Quote review screen (sample data). Open full size

Standards, manufacturers’ codes and customer part numbers

Fittings lists are full of codes that are not yours. Standard designations, DN sizes and PN classes are read from the line and matched against your item text, and the numbers tell near-identical variants apart. When your catalogue holds the manufacturer’s number next to your own code, the agent searches by that number too. When a list names another manufacturer’s product family, cross-reference data set up for your company brings your equivalent family to the top of the candidates. Substitutions stay your rep’s call: the reasoning on each line shows what was matched, and alternatives are one click away. See part number cross-reference.

Where does AI help a valves and fittings distributor, and where do you start?

On a valves and fittings trade counter, product knowledge often sits with a few experienced people. ERP Agent learns from the lines your team sends: the next time a customer writes the same thing, it picks the same product. New reps get productive sooner, knowledge stays when someone retires, and customers get prices faster.

ERP Agent is live with steel, HVAC and fastener distributors, and our published case is LVI-WaBeK in building services wholesale. The quickest way to see it on valves and fittings is a pilot on your own slowest enquiries: it starts from your catalogue and past quotes, and reps forward enquiries by email from the first week while the ERP connection is built. See the AI quote agent pilot checklist and the quote cost calculator.

Does it help with supplier confirmations?

Yes. ERP Agent compares supplier order confirmations with your purchase order line by line.

Where the quote lands

Quotes and orders land in your ERP, CRM or other system. ERP Agent integrates with Business Central, SAP, NetSuite, Visma, IFS, Sage and any other ERP or CRM. We set up the connection for your company during onboarding, and you can start with a catalogue file the same week.

Integrations and what ERP Agent reads and writes in each
SystemTypeReadsWrites
Dynamics 365 Business CentralERP integrationItems, customers, customer pricesSales quotes and sales orders
SAP S/4HANAERP integrationProducts, business partners, customer pricesSales quotations and sales orders
SAP Business OneERP integrationItems, business partners, price listsSales quotations and sales orders
NetSuiteERP integrationItems, customers, customer pricesEstimates (quotes) and sales orders
Dynamics 365 Finance & Supply ChainERP integrationReleased products, customers, trade agreement pricesSales quotations and sales orders
VismaERP integrationItems, customers, customer pricesQuotes and sales orders
IFSERP integrationSales parts, customers, customer pricesSales quotations and customer orders
Monitor ERPERP integrationParts, customers, customer pricesQuotes and customer orders
Infor M3ERP integrationItems, customers, customer pricesQuotations and customer orders
ExactERP integrationItems, customers, sales pricesQuotations and sales orders
AFAS ProfitERP integrationItems, debtors, price agreementsQuotes and sales orders
OdooERP integrationProducts, customers, pricelistsQuotations and sales orders
SageERP integrationItems, customers, customer pricesSales quotes and sales orders
JeevesERP integrationItems, customers, customer pricesQuotes and sales orders; confirmed values on purchase orders
LemonsoftERP integrationItems, customers, customer pricesQuotes
Microsoft 365 / OutlookEmail integrationCustomer requests in the agent mailbox; email history for trainingNothing is sent to customers without your team
Catalogue file / SFTPFileProduct catalogue from a file, from the first weekThe reviewed quote or order as a file, ready to import into your system
Any other ERP or CRMERP or CRM integrationProducts, customers and prices, through the connection we set up for your company during onboardingQuotes and sales orders

ERP Agent in numbers

4–7 min
per line when a sales rep creates quotes and orders by hand, according to our case study
Over 95%
average automation across our customers
Over 95%
accuracy in quote-line automation at LVI-WaBeK
0–100
match score on every line; under 80 is marked for review

Built to fit the way your fittings team already works

ERP Agent is the first agentic AI layer for wholesale distribution ERP systems. That design is what makes it quick to adopt:

  • No ERP replacement project. ERP Agent works on top of the ERP, CRM or other system you already run, and approved quotes and orders land there.
  • Your team stays in control. The agent prepares the draft and your rep approves it. Nothing reaches a customer without approval.
  • Start with a catalogue file. Load your catalogue, forward real valve and fitting enquiries the same week and connect your ERP when you are ready.
  • EDI accounts stay on EDI. ERP Agent handles everyone else: the emails, PDFs, spreadsheets and photos your other customers send.

The same agent works for plumbers’ merchants, HVAC wholesalers, steel stockholders, fastener distributors and industrial and MRO suppliers.

Frequently asked questions

What is fittings wholesaler quote automation?

Software that turns an enquiry for valves, flanges and fittings into a draft quote from the wholesaler’s catalogue and customer pricing, for a rep to check. With ERP Agent, the approved quote or sales order lands in your ERP, CRM or other system.

Can AI read valve and fitting specifications such as DN, PN, thread and material?

Yes. ERP Agent compares the DN size, PN class and dimensions a line states with each candidate and pushes down the ones that contradict them. Thread, end connection and material are read from the description and matched against your item text. A line that leaves the valve type open scores lower, and the reasoning says what was missing.

Can it handle standards, manufacturers’ codes and customers’ own part numbers?

Yes. Standard designations and the numbers on a line are matched against your item text to tell variants apart, and manufacturers’ numbers held in your catalogue are searched too. Another manufacturer’s product families map to your equivalent families once cross-reference data is set up for your company, and customer part numbers are learned from past quotes.

What should a valves and fittings distributor look for in AI quoting software?

That it works on your own catalogue, customer pricing and past quotes, reads DN, PN and material from the line, scores each line, shows its reasoning and lets a person approve. ERP Agent does all of this and lands the approved quote in your ERP, CRM or other system. See AI quote automation for distributors.

Which ERP systems does it work with?

Any ERP system. ERP Agent integrates with Business Central, SAP, NetSuite, Visma, IFS, Sage and any other ERP or CRM. Once your ERP is connected, prices come from its own price logic, customer discounts included. We set up the connection for your company during onboarding, and you can start with a catalogue file the same week. See ERP and email integrations.

How long does a large project list take?

A list of several hundred lines takes about half an hour; a typical request takes 3–8 minutes. Fast mode handles requests of up to about 50 lines in 1–3 minutes.

Let’s look at your quote workflow

Bring a real valve enquiry

Book a 30-minute call and bring a fittings enquiry your team found slow to quote.

  • Your requests and product catalogue
  • Your pricing and review process
  • A clear scope for the next step
Lauri Pelkonen

Lauri Pelkonen

Founder & CEO

Book a 30-minute call Request a demo by email

Or use the address directly