Supplier Ordering & Inventory

Reliable stock levels and timely supplier orders, without the daily manual scramble.

45 hrs
Time saved/month
11
Companies have mapped
Map This Automation

About This Automation

Supplier ordering at restaurants involves manually checking inventory, identifying shortfalls, compiling order details, and coordinating with suppliers via email. Manual processes create delays, inventory visibility gaps, and frequent follow-up emails that disrupt kitchen operations.

Automation monitors inventory levels continuously, generates and sends orders to suppliers automatically, and updates accounting records in real time. The result is faster replenishment, accurate stock visibility, and reduced manual coordination.

Key features
Monitor inventory levels automatically and trigger orders when stock falls below par
Generate formatted purchase orders and send them to suppliers without manual drafting
Track order status and notify staff of delivery confirmations in real time
Update inventory records and accounting entries immediately upon receipt
Reduce supplier confirmation delays by routing orders through structured channels
Maintain audit trail of all orders, receipts, and invoice reconciliations

How The Automation Works

The full workflow, from trigger to completion.

1. Inventory Falls Below Partrigger

The automation platform monitors inventory levels in Lightspeed Retail POS (X-Series) in real time. When any item drops below its configured par level, the workflow is triggered.

2. Fetch Item Details and Par Rules

The system retrieves the item name, current quantity, par level, supplier, lead time, and any special handling notes from Lightspeed Retail POS (X-Series) and a linked configuration table.

3. Calculate Order Quantity

The automation calculates the order quantity based on par level, current stock, lead time, and historical usage. It also determines the optimal delivery window and flags any items with special handling needs.

4. Generate and Send Purchase Order

The system creates a formatted purchase order with all required details (item codes, quantities, delivery window, special instructions) and sends it directly to the supplier with a read receipt request.

5. Log Order to Tracking Sheet

The order details are automatically logged tracking sheet with timestamp, supplier, expected delivery date, and order status set to 'pending'.

6. Notify Team

A notification is sent to the kitchen manager and receiving staff with the order summary, expected delivery date, and a link to the tracking sheet.

7. Update Inventory on Receipt

When the delivery arrives and receiving staff confirm receipt or via a simple form, the system automatically updates inventory quantities in Lightspeed Retail POS (X-Series) and marks the order as 'received' in the tracking sheet.

8. Create Bill

The system creates a bill linked to the purchase order, ready for the manager to review and approve 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
45hrs/month
Process pain:8.2/10
Mapped by:11 Companies

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