Backorder and sourcing management involves monitoring inventory levels, requesting quotes from multiple suppliers, comparing options, and placing orders when parts fall below reorder points.
Automation monitors inventory continuously, sends quote requests to approved suppliers in parallel, evaluates responses against cost and lead time rules, and selects the best supplier automatically. Orders reach suppliers faster and stockouts decrease significantly.
The full workflow, from trigger to completion.
The automation watches QuickBooks for parts that drop to or below their reorder threshold. It triggers immediately when the condition is met.
The system retrieves the approved supplier list, including lead times, minimums, and pricing for the part in question.
The automation sends quote requests to the top 2-3 approved suppliers in parallel, including part number, quantity needed, and deadline for response.
The automation compares incoming quotes on price, lead time, and minimum order quantity, then selects the best option based on predefined rules.
The system generates a purchase order in QuickBooks and sends it to the selected supplier with all order details and payment terms.
Order details are automatically logged, including supplier, part number, quantity, cost, and expected delivery date.
A message is sent to the operations and sales channels confirming the order has been placed and providing the expected arrival date.
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