Predictika · Distributor reseller quotes

An AI sales agent's distributor quote, checked before it goes out

An AI sales agent prepares a reseller price for a vendor bundle: a vendor program, a list value, a reseller tier, deal registration, a promotion, payment terms, credit exposure and a requested lead time. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of the program rules, margin and credit and returns a verdict, every reason and the price it computed.

Scope: Reseller quotes for vendor bundles from HPE, Cisco, Dell, Lenovo and Microsoft CSP: deal registration, promotions, minimum order, payment terms, lead time, credit exposure and the distributor margin floor. See everything this validator covers

This validator models a TD SYNNEX-style reseller quote, not just the scenarios shown below.

  • Deal registration and promotions — deal-registration pricing needs a Gold or Silver reseller and a live registration (an expired one is blocked, a pending one needs vendor confirmation), and a vendor promotion can be stacked on deal registration only where the vendor program allows it.
  • Order, terms and lead time — a vendor minimum order, Net 60 terms for Gold resellers only, Net 30 or prepay only on Microsoft CSP, and a vendor fulfillment time against the weeks the reseller needs.
  • Credit and margin — the order plus open receivables against the reseller credit limit (prepay is exempt), a distributor margin floor of 300 basis points that blocks, and a margin under 500 basis points that needs the pricing desk.
  • Stated price — the reseller price the quote states against the price the validator computes from list value, discount, prepay discount and freight on orders under $2,500.

Any reseller quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: other vendors, negotiated programs, rebates paid after the sale, taxes and currency. Every discount, margin floor, minimum and lead time is an estimate built from public partner-program structure, not a TD SYNNEX price list.

The AI sales agentBuilds the reseller quote from the conversation and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed figures.

8 scenarios in 4 groups · each group runs from the agent’s first attempt to the outcome · click one to switch

What the agent proposes

The AI sales agent says

Illustrative agent statement. The validator receives the structured request below.

Proposing agent: AI sales agent (scripted)

Before sending, the agent must call Recorded run

Predictika validator


      

        
        
        
      

      
Waiting for the call.

      
    

  

  
  

    
Where rules-based CPQ gets it wrong
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Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules, as in Salesforce CPQ) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.

    
What the validator caughtTypical rules-based CPQPredictika
Deal registration that depends on tier and statusOnly with care
The tier, the registration status and the program each need a rule, and a deal-registered order has to be priced differently from one without.		The tier, status and program are fields of one request and are checked together on every call.
A promotion that may or may not stackOnly with care
Stacking is a per-vendor rule, so each vendor needs its own condition and the list grows with every program.		The vendor program carries its own stacking flag, and the check reads it on every call.
Fixing one problem changes anotherOnly with workarounds
Dropping deal registration raises the distributor cost, and prepay lowers the price, so margin and the stated price move; rules fired at save or step time do not re-check them together.		Cost, price, margin and credit are recomputed on every call, so a fix that moves another figure shows up in the same answer.
Credit exposure that prepay removesOnly with care
The credit rule needs an exception for prepay, and the exposure needs the computed order value, not the list value.		Terms, open receivables and the computed price are in one request and compared on every call.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved or a step is completed, so a rep often fixes one error and meets the next.		All findings come back together, whatever order the choices arrived in.

  

  

    
What this validator catches: findings from its test cases
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Every rule is checked on every call, in any order the choices arrive; one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.

    
1Distributor margin 410 basis points is under 500 bp; pricing desk approval needed.
2Deal registration is still pending; price assumes approval and needs vendor confirmation.
3Distributor margin 434 basis points is under 500 bp; pricing desk approval needed.
4Distributor margin 454 basis points is under 500 bp; pricing desk approval needed.
5Deal registration pricing needs a Gold or Silver reseller; this reseller is Registered.
6HPE Partner Ready promotions cannot be stacked with deal registration.
7The deal registration has expired; re-register or quote without deal-reg pricing.
8List value $1,000 is below the $2,000 minimum order for Cisco Partner Program.
9Order $36,000 plus open AR $480,000 exceeds the $500,000 credit limit; use prepay or a credit review.
10Net 60 terms are for Gold resellers only.
11Microsoft CSP billing allows Net 30 or prepay only.
12Distributor margin 222 basis points is below the 300 bp floor.
13Distributor margin -447 basis points is below the 300 bp floor.
14Cisco Partner Program fulfillment takes about 4 weeks; needed in 2.
15Distributor margin -10,666 basis points is below the 300 bp floor.
16Order $37,000 plus open AR $480,000 exceeds the $500,000 credit limit; use prepay or a credit review.
17The reseller price the agent states ($1,584) differs from the price the validator computes ($1,659).

  

  

    
Scenarios and results
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The recorded result of the validator for each scenario on this page: the request the AI agent sent, the verdict, and every finding, in the order they appear above.

    
1. Eight holds on one order: A Registered reseller asks for an HPE bundle with an expired deal registration, a promotion, Net 60 terms and a deep discount

    
The agent's request. Please quote an HPE bundle with a list value of $60,000 for a Registered reseller, Net 60 terms, a 49 percent reseller discount, needed in 2 weeks, with deal registration (expired), with the vendor promotion applied, open receivables $75,000 against a credit limit of $100,000. The reseller price is $36,000. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Deal registration needs Gold or Silver. Deal registration pricing needs a Gold or Silver reseller; this reseller is Registered.
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  • Deal registration expired. The deal registration has expired; re-register or quote without deal-reg pricing.
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  • Promotion cannot stack with deal registration. HPE Partner Ready promotions cannot be stacked with deal registration.
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  • Net 60 is for Gold resellers. Net 60 terms are for Gold resellers only.
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  • Vendor lead time. HPE Partner Ready fulfillment takes about 3 weeks; needed in 2.
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  • Credit limit exceeded. Order $30,600 plus open AR $75,000 exceeds the $100,000 credit limit; use prepay or a credit review.
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  • Margin below the floor. Distributor margin 196 basis points is below the 300 bp floor.
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  • Stated price differs from computed price. The reseller price the agent states ($36,000) differs from the price the validator computes ($30,600).
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2. Eight holds on one order: The agent resubmits after fixing the errors

    
The agent's request. Please quote an HPE bundle with a list value of $60,000 for a Registered reseller, prepay terms, a 28 percent reseller discount, needed in 3 weeks, with the vendor promotion applied, open receivables $75,000 against a credit limit of $100,000. The reseller price is $42,768. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. Estimated reseller price $42,768. List $60,000; reseller discount 28 percent $16,800; prepay discount $432; freight $0; terms Prepay; distributor cost $39,000; margin 881 bp.
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3. Credit limit: A Cisco order at 63 percent off that takes the reseller over the credit limit

    
The agent's request. Please quote a Cisco bundle with a list value of $100,000 for a Gold reseller, Net 30 terms, a 63 percent reseller discount, needed in 6 weeks, with deal registration (approved), with the vendor promotion applied, open receivables $480,000 against a credit limit of $500,000. The reseller price is $37,000. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Credit limit exceeded. Order $37,000 plus open AR $480,000 exceeds the $500,000 credit limit; use prepay or a credit review.
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4. Credit limit: The agent resubmits after fixing the errors

    
The agent's request. Please quote a Cisco bundle with a list value of $100,000 for a Gold reseller, prepay terms, a 63 percent reseller discount, needed in 6 weeks, with deal registration (approved), with the vendor promotion applied, open receivables $480,000 against a credit limit of $500,000. The reseller price is $36,630. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. Estimated reseller price $36,630. List $100,000; reseller discount 63 percent $63,000; prepay discount $370; freight $0; terms Prepay; distributor cost $34,000; margin 717 bp.
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5. Stated price: A small Dell order on prepay where the stated price leaves out freight

    
The agent's request. Please quote a Dell bundle with a list value of $2,000 for a Registered reseller, prepay terms, a 20 percent reseller discount, needed in 3 weeks, open receivables $0 against a credit limit of $0. The reseller price is $1,584. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Stated price differs from computed price. The reseller price the agent states ($1,584) differs from the price the validator computes ($1,659).
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6. Stated price: The agent resubmits after fixing the errors

    
The agent's request. Please quote a Dell bundle with a list value of $2,000 for a Registered reseller, prepay terms, a 20 percent reseller discount, needed in 3 weeks, open receivables $0 against a credit limit of $0. The reseller price is $1,659. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. Estimated reseller price $1,659. List $2,000; reseller discount 20 percent $400; prepay discount $16; freight $75; terms Prepay; distributor cost $1,500; margin 530 bp.
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7. Pending deal registration: A Cisco order with a pending deal registration at a deep discount

    
The agent's request. Please quote a Cisco bundle with a list value of $100,000 for a Gold reseller, Net 30 terms, a 56 percent reseller discount, needed in 6 weeks, with deal registration (pending), open receivables $100,000 against a credit limit of $500,000. The reseller price is $44,000. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Deal registration pending. Deal registration is still pending; price assumes approval and needs vendor confirmation.
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  • Margin under 500 bp. Distributor margin 454 basis points is under 500 bp; pricing desk approval needed.
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  • Price summary. Estimated reseller price $44,000. List $100,000; reseller discount 56 percent $56,000; prepay discount $0; freight $0; terms Net30; distributor cost $42,000; margin 454 bp.
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8. Pending deal registration: The agent resubmits after fixing the errors

    
The agent's request. Please quote a Cisco bundle with a list value of $100,000 for a Gold reseller, Net 30 terms, a 50 percent reseller discount, needed in 6 weeks, with deal registration (approved), open receivables $100,000 against a credit limit of $500,000. The reseller price is $50,000. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Price summary. Estimated reseller price $50,000. List $100,000; reseller discount 50 percent $50,000; prepay discount $0; freight $0; terms Net30; distributor cost $42,000; margin 1,600 bp.
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Narration transcript
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The text of the narrated walkthrough, step by step.

    
    
      
  1. Welcome to a demo of Predictika's Validator. An AI sales agent prepares a reseller price for a vendor bundle: a vendor program, a list value, a reseller tier, and more. Before the quote goes out, the agent sends it to Predictika, which checks it against a declarative model of the program rules, margin and credit and returns a verdict, every reason and the price it computed.
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  2. I will start with the first request by the agent.
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  3. The agent says. Please quote an HPE bundle with a list value of $60,000 for a Registered reseller, Net 60 terms, a 49 percent reseller discount. The reseller price is $36,000. The rest of the request is on screen.
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  4. Before it goes out, the agent calls the validator.
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  5. Blocked, with eight findings, all in one answer. Deal registration pricing needs a Gold or Silver reseller; this reseller is Registered. The deal registration has expired; re-register or quote without deal-reg pricing. HPE Partner Ready promotions cannot be stacked with deal registration. The other five are on screen.
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  6. The validator returned eight blocking findings in one answer. A check that reads one field at a time would pass most of this; it shows only when the choices in the quote are checked against each other.
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  7. What this shows: for deal registration that depends on tier and status, a rules-based CPQ is error-prone for this.
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  8. Now the agent resubmits.
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  9. The corrected request. It changes the deal registration to no, the payment terms to prepay, the reseller discount to 28 percent, the needed in to 3 weeks and the reseller price stated on the quote to $42,768.
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  10. It calls the validator again.
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  11. This time the validator clears it.
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  12. All eight earlier findings are cleared.
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  13. Eight problems caught in one call, fixed in one pass, and a clean $42,768 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer.
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