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Procurement

From request to PO to receiving - one back-office workflow.

Place vendor POs (Amazon · Costco · Home Depot · Lowe's), track ETAs, flag late deliveries, reconcile receipts, and auto-update inventory - all from one screen.

Web Admin
Procurement screenshot

What you get

Built to actually move the work.

  • Saved views: Open Orders · Late Deliveries · Pending Reconciliation · Recently Received (7d) · All Purchases
  • Columns: Vendor · PO Ref · Order Date · Delivery ETA · Description · Status · Total · Received At
  • Status pipeline: Ordered → Received → Reconciled
  • Late-delivery flagging: ETA in red the moment it slips past today
  • New Purchase drawer: Vendor · PO Reference · Ship-to Address · ETA · Order Date · multi-line items with QTY / Unit Price / Sub-total
  • Auto subtotal · tax · shipping · total roll-up
  • Filters: Status · Vendors · Ship-to Location · ETA range
  • Bulk actions: Mark Received · Reconcile · Return Order · Cancel Order
  • On receive: auto-creates Inbound Transactions and updates per-location stock
  • Vendor directory + per-vendor performance (on-time %, defects, average ETA)

Who this is for

Operations + finance teams who place 50+ POs a month across Amazon, Costco, Home Depot, and local vendors - and need ETAs, receiving, and inventory to stay in sync without a spreadsheet.

Field side

Items arrive. The right person gets pinged.

The moment a PO is marked received, every field staffer whose Material Request is linked to those items gets a banner on their Field Mobile App. One tap opens a pickup list - they grab the parts and confirm with a single "Got it." The originating task moves forward without anyone re-typing anything.

Mobile banner: You have 2 items ready to pick up
  • Banner badge at the top of the Field Mobile App home - tap-through to a per-staff pickup list
  • Ready · Coming Soon · Picked Up tabs, grouped by date with OVERDUE pinned on top
  • Per-item card: property · ETA · task linkage · one-tap Got it
  • Bulk Mark all N as Picked Up - clear the list in one tap
  • Confirmation auto-writes an Inbound Transaction and decrements the open Material Request
  • Linked task gets the green light to resume - no DMs, no spreadsheets, no re-entry
Mobile APP
Field Mobile App - My Pickup List
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