Glacis Report

How D2C Brands leverage AI for PO Automation

Portals and APIs still fail to organize most supplier communication - here is a breakdown of how AI Agents instantly convert everyday emails and messages into live ERP data.

Automated PO Confirmation for D2C brands
Philipp Gutheim

Philipp Gutheim

Founder & CEO, Glacis, Inc. · July 2026 · 10 min read

The PO Confirmation Gap in D2C Supply

Despite having best-of-breed software systems (Shopify, NetSuite, Cin7, planning tools), most D2C brands hit the same wall when it comes to the messy reality of communicating and collaborating with contract manufacturers, 3PLs, and freight forwarders. The most common options in the industry are:

API Integrations: which connect your SaaS stack but stop at the supplier wall. Cin7 talks to Shopify, NetSuite talks to your 3PL, those work. Suppliers do not have APIs. EDI is narrow too: only mandated by the wholesale retail channel (Amazon Vendor, Target, Walmart).

Supplier Portals: which have historically underperformed and suffer from low adoption.

The most frequent channel to manage PO confirmations and collaborate on promised dates and other escalations remains email, and increasingly WhatsApp and WeChat for suppliers overseas. These come in all shapes and forms, from text bodies to PDFs to Excel attachments and everything in between. The downstream cost of this reality shows up in three places:

  • Significant ops capital expense to manage a manual process. Small ops teams spend their days communicating with suppliers and freight forwarders, validating information, and manually transferring information into Cin7 or NetSuite.
  • Missed signals for planning and merch. Critical supplier and freight updates and exceptions are trapped in unstructured emails and chat threads. The inventory system shows outdated information and planners may work with wrong promised dates, incorrect quantities and wrong SKUs. Without timely signals, planners cannot take corrective action proactively.
  • Significant costs from reactive firefighting. Brands rely on suppliers to confirm orders and commit to the originally requested promised dates. When a supplier does not respond, or when changes to promised dates go undetected, it can get costly quickly. Air-freight expedites to cover the shortfall. Inflated safety stock tying up working capital. And stockouts on hero SKUs that burn paid spend and erode customer trust.

Companies now have a new option: Agentic AI can close this gap without requiring suppliers, forwarders, or internal teams to change anything they do today. No new portal. No new workflow. No custom integration to maintain per supplier.

AI Agents work inside the email and chat channels that ops teams already use to communicate with suppliers and freight partners. They understand the unstructured information stuck in these threads, can run validations against master data, and can hold a natural conversation with a supplier to confirm a promised date or request an update, all while keeping Cin7 or NetSuite up to date.

This report covers why APIs and portal fall short in practice, what running this process manually actually costs at a scaling D2C brand, and how an AI Agent turns unstructured supplier and freight communication into structured inventory data.

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