Purchasing
Suppliers with their terms, products, price lists, and documents; sourcing across them on price, MOQ, and lead time; and purchase orders that move through the stages you define, each with its checklist and deadline. Supplier offers arrive as PDFs and spreadsheets; here they become data with a source and a date.
- Owns
- Suppliers
- Supplier products & price lists
- Purchase orders
- Order stages & checklists
- Incoming deliveries
What lives in Purchasing.
One app owns the whole domain. These are the workflows, views, and features inside it, rather than a separate tool for each.
- Supplier records with payment terms, lead times, documents, and price history
- Price lists from PDFs, spreadsheets, and emails, each price traced to its file, sheet, and row
- Sourcing across suppliers: the best price for a product, with MOQ and lead time
- Purchase orders with line items from your catalog, in pipelines you define
- Stage checklists that must be complete before an order moves on, like packing list and customs
- Stage deadlines with at-risk and overdue alerts per line, plus a weekly digest
- Orders sent to a warehouse show as incoming stock and land in Inventory when delivered
What your agent does in Purchasing.
- Reads a supplier offer or price list, PDF or spreadsheet, into the supplier's catalog with its source and date
- Drafts purchase orders from short stock, a won deal, or a message, asking before it creates them
- Compares suppliers on price, MOQ, and lead time for any product
- Moves orders through stages and ticks checklist items, and never skips a required one
- Finds suppliers whose price lists are out of date
Every person gets their own agent; teams can share one. Sensitive actions wait for approval, and every action is logged with the data it used and the outcome.
Need it different? Describe it.
Add a field, a stage, a rule, a view, or a workflow inside this app. It's built on the same records and permissions, as open code you can change again.
Purchase orders over $5,000 need two approvals. Compare every new quote with the supplier's last price.