Materials procurement for carpentry and joinery jobs involves checking stock, requesting supplier quotes, and raising purchase orders before work can start. Doing this by hand across spreadsheets and email creates delays and increases the risk of ordering errors and mismatched invoices.
An automated version checks stock against the cut list, requests quotes, creates the purchase order, and syncs the resulting invoice for payment. This shortens turnaround time and improves order accuracy.
The full workflow, from trigger to completion.
Workflow starts the moment the job cut list and BOM are finalized.
Compares the cut list against live stock and calculates exact shortfall quantities.
Emails preferred timber suppliers with the shortfall list and gathers pricing and lead time replies.
Procurement coordinator gets a alert to approve any order that exceeds the spend threshold before it proceeds.
Creates the purchase order with the approved supplier and expected delivery date.
Emails the finalized PO to the supplier directly.
Once the supplier invoice arrives, it is matched to the PO and synced for payment.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required — it's free.