Supplier Ordering & Stock Control

Keep your bar stocked without manually counting bottles or chasing suppliers by phone.

42 hrs
Time saved/month
12
Companies have mapped
Map This Automation

About This Automation

Supplier ordering and stock control in bars and pubs involves manually checking inventory levels, contacting multiple suppliers for quotes, comparing prices, and reconciling deliveries against invoices.

Automation monitors stock levels continuously, selects the best supplier based on pricing and availability, and automatically matches incoming deliveries to orders and invoices. The result is faster ordering, fewer errors, and real-time inventory visibility.

Key features
Monitor stock levels automatically and trigger reorders when items fall below thresholds
Evaluate all active suppliers and select the best option based on price, availability, and delivery speed
Generate and send purchase orders to suppliers without manual intervention
Match incoming deliveries to purchase orders and flag discrepancies in real time
Reconcile supplier invoices automatically and prepare them for payment approval
Update inventory records instantly when stock is received and verified

How The Automation Works

The full workflow, from trigger to completion.

1. Stock Level Falls Below Thresholdtrigger

The automation monitors inventory in the POS or spreadsheet daily. When any item drops to or below its reorder point, the workflow is triggered.

2. Fetch Current Stock and Supplier Data

The automation pulls current stock levels, reorder quantities, and supplier pricing rules and the POS system.

3. Intelligent Supplier Selection

The automation evaluates all active suppliers based on price, availability, delivery time, and order history, then selects the best match for each item.

4. Generate and Send Purchase Order

The automation creates a structured purchase order with item codes, quantities, and delivery instructions, then sends it via email to the selected supplier.

5. Log Order in Tracking Sheet

Order details, supplier, date, and expected delivery are automatically recorded for visibility and audit.

6. Send Notification to Manager

A notification is posted confirming the order has been placed, with supplier, items, and expected delivery date.

7. Delivery Reconciliation

When the delivery arrives and is logged, the automation compares the packing slip against the purchase order, flags discrepancies, and matches the supplier invoice to the order.

8. Create Invoice Record in QuickBooks

The verified invoice is automatically created, linked to the purchase order, and marked ready for payment.

4 reasons to map this process

1

It's completely free

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2

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

3

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

4

There's no obligation to build

Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.

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Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

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Estimated Time Saving
42hrs/month
Process pain:8.2/10
Mapped by:12 Companies

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