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Distributors

Distributors: collect on time and keep every salesman informed

A distributor lives on credit and follow-up. AI Zeny puts party-wise outstanding, salesman-wise sales and open orders from BUSY where your team works, and sends payment reminders through your own provider.

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The decisions distributors make every day

  • Which parties to call about overdue bills today, and for how much.
  • How each salesman is doing against the month.
  • Which sales orders are still pending and need dispatch.

An example week

Illustrative scenario — not a customer story

  • Monday: salesmen see their parties’ pending bills in a shared sheet before visits.
  • Wednesday: a reminder script messages parties with bills over 30 days, through the distributor’s WhatsApp provider.
  • Friday: the owner runs a saved query for the salesman whose parties carry the oldest outstanding.

How a distributor sets it up

  1. Step 1: Outstanding for the team

    Pending bills and ageing, filtered per salesman, in a sheet or app.

  2. Step 2: Reminders to parties

    A tested and activated script sends reminders through your messaging provider.

  3. Step 3: Open orders

    Pending sales orders per voucher, for dispatch planning.

BUSY data it reads

Customers with pending bills · Receivables ageing analysis · Salesmen · Sales register · Pending sales orders per voucher

What you need to set up

  • An account with a messaging provider, and parties’ consent to be messaged.
  • A sheet or app for your team, fed by the API or a script.

Plus reads your BUSY data, with scripting and Google Sheets; Pro adds accounting writes; Max adds the AI Agent, which is not available yet. Go, below Plus, includes none of these. Every plan, the free trial included, has the end-to-end encrypted BUSY backup. Local mode and Cloud mode are not tied to a plan. The free trial gives Pro-level features, without the AI Agent.

What you control

  • You choose who is reminded, when and with what wording.
  • Each salesman’s view is decided by the tool you connect.

Scripts

Scripts are stored and run in the AI Zeny Windows app on your PC — also when you use Cloud mode — whether you write them yourself or the AI agent drafts them. Inactive scripts can run for previews and tests, and those runs have real effects; API use requires you to activate the script.

Your provider

You choose the provider, configure it and use your own account with it. Its permissions, charges and terms are between you and the provider; they are not part of the AI Zeny trial.

Messages and consent

AI Zeny does not send messages for you and provides no messaging service. You are responsible for recipient consent, opt-outs, your provider’s terms and the law; AI Zeny does not guarantee compliance.

Where the data goes

  • Outstanding and sales data go from your PC to your team’s tools and, in reminders, to your provider.

Local mode: Requests are answered by the AI Zeny Windows app on your PC. In ordinary operation AI Zeny does not persistently store the accounting data in those answers.

Cloud mode: encrypted snapshots synchronized approximately every 10–15 minutes, readable around the clock. Cloud-mode answers reflect the last completed synchronization, not live data.

Exception, in either mode: with your explicit consent, a small sample can be sent to OpenAI to correct a wrong AI-built query. AI Zeny deletes its own temporary copy after the correction; what OpenAI keeps is governed by OpenAI’s terms.

Limits

  • Reminder delivery depends on your provider.

Related

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