Procurement & Materials

Keep materials flowing and purchase orders moving without chasing suppliers or digging through inboxes.

175 hrs
Time saved/month
6
Companies have mapped
Map This Automation

About This Automation

Procurement at contract manufacturers involves checking production schedules, finding suppliers, requesting quotes, comparing options, and creating purchase orders. Manual coordination across email, spreadsheets, and accounting software creates delays, lost quotes, and inventory mismatches.

Automation reads production schedules and inventory levels, identifies required materials, retrieves pre-approved suppliers, evaluates incoming quotes, and recommends the best option for approval. Purchase orders are created and tracked automatically, with real-time inventory updates.

Key features
Monitor production schedules and automatically identify materials needed for upcoming jobs
Retrieve pre-approved supplier lists and contact information from a centralized database
Send request-for-quote emails to multiple suppliers in parallel with standardized specifications
Collect and compare supplier quotes by price, lead time, and terms without manual data entry
Create purchase orders automatically and sync them to accounting software
Track delivery status and update inventory records in real time as shipments arrive

How The Automation Works

The full workflow, from trigger to completion.

1. Production schedule releasedtrigger

A new production schedule is added or an inventory alert is triggered. The automation detects the new materials needed.

2. Extract materials and suppliers

The automation reads the production schedule, identifies required materials, and looks up pre-approved suppliers.

3. Send RFQs

The automation sends templated request-for-quote emails to selected suppliers with material specs, quantities, and delivery date.

4. Log RFQ

Each RFQ is recorded with supplier name, date sent, and expected response date for tracking.

5. Monitor supplier replies

The automation checks for supplier responses and logs quotes as they arrive.

6. Compare quotes and select supplier

The automation evaluates all received quotes by price and lead time, selects the best option, and flags it for approval.

7. Create and send PO

The automation creates a purchase order with supplier details and line items, then emails it to the supplier.

8. Notify team

A confirmation message is sent to the procurement team and operations manager with PO number, supplier, and expected delivery date.

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
175hrs/month
Process pain:8.2/10
Mapped by:6 Companies

Map this to your business to get your exact numbers.

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