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Procurement & Inventory

The right material, ordered at the right time, with stock where it should be.

Buying the right material at the right time starts with clean data. Detailing software and the ERP rarely agree, purchase orders are coded by hand, and stock is counted monthly. 

We match the data, automate the purchasing steps and set up the rules that keep stock at the right level.

From detailing model to purchase order

“The detailing model and the ERP don't agree on what we're buying.”

Purchasing rebuilds the material requirement from CSV exports because detailing items don't match the ERP.

We can:

  • Match detailing exports to your item master and flag unmatched lines.
  • Consolidate job schedules into one raw-material requirement.
  • Compare supplier quotes in one table.
Typical forSteelfabricationbuilding products

Supplier RFQs, PO coding and approval

“Free-text POs get coded to a generic account.”

RFQs are written by hand, POs are free text and approvals travel by email.

We can:

  • Generate RFQs and compare supplier quotes.
  • Code purchase orders to the right account.
  • Route approvals and match invoices to POs.
Typical forManufacturingdistributionfabrication

BOM and MRP set-up and clean-up

“The ERP has a planning module. The real plan is a spreadsheet.”

MRP is not set up, BOMs have drifted from what is built, and product changes don't reach the BOM.

We can:

  • Set up MRP so planned orders come from demand.
  • Correct BOM lines in bulk, with rollback.
  • Carry product changes through to the BOM.
Typical forManufacturing

Reorder points and slow-moving stock

“We're out of the part everyone wants and carrying stock nobody has ordered in a year.”

Stock is reordered by feel, long import lead times hide shortages, and customers draw down committed stock faster than planned.

We can:

  • Set reorder rules from usage and lead times.
  • Flag slow-moving stock and fast drawdown.
  • Forecast demand by product.
Typical forDistributionimport

Warehouse, pick and despatch

“Pick slips get printed and retyped into a spreadsheet.”

Pick slips are printed and retyped, stock is counted monthly, and delivery details are re-entered into freight systems.

We can:

  • Automate pick slips and stock updates with scan-based capture.
  • Book freight from the order.
  • Show stock by location.
Typical forDistributionbuilding products

From detailing model to purchase order

“The detailing model and the ERP don't agree on what we're buying.”

Purchasing rebuilds the material requirement from CSV exports because detailing items don't match the ERP.

We can:

  • Match detailing exports to your item master and flag unmatched lines.
  • Consolidate job schedules into one raw-material requirement.
  • Compare supplier quotes in one table.


Typical for: Steel, fabrication, building products

Supplier RFQs, PO coding and approval

“Free-text POs get coded to a generic account.”

RFQs are written by hand, POs are free text and approvals travel by email.

We can:

  • Generate RFQs and compare supplier quotes.
  • Code purchase orders to the right account.
  • Route approvals and match invoices to POs.


Typical for: Manufacturing, distribution, fabrication

BOM and MRP set-up and clean-up

“The ERP has a planning module. The real plan is a spreadsheet.”

MRP is not set up, BOMs have drifted from what is built, and product changes don't reach the BOM.

We can:

  • Set up MRP so planned orders come from demand.
  • Correct BOM lines in bulk, with rollback.
  • Carry product changes through to the BOM.


Typical for: Manufacturing

Reorder points and slow-moving stock

“We're out of the part everyone wants and carrying stock nobody has ordered in a year.”

Stock is reordered by feel, long import lead times hide shortages, and customers draw down committed stock faster than planned.

We can:

  • Set reorder rules from usage and lead times.
  • Flag slow-moving stock and fast drawdown.
  • Forecast demand by product.


Typical for: Distribution, import

Warehouse, pick and despatch

“Pick slips get printed and retyped into a spreadsheet.”

Pick slips are printed and retyped, stock is counted monthly, and delivery details are re-entered into freight systems.

We can:

  • Automate pick slips and stock updates with scan-based capture.
  • Book freight from the order.
  • Show stock by location.


Typical for: Distribution, building products

People stay in charge

A buyer approves every order before it goes out.

Where to start

Run one live job's detailing export against your item master, or one product range against its reorder history. The gaps show where to begin.


See the full approach on How We Work.

Common questions

Do we need to replace our ERP?

Usually not. We fix the item and BOM data and build on top. If a replacement is the better option, we can run an independent evaluation.
Do we need to change our detailing software?

No. We work from the exports you already produce.

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