oto.cx

← use cases · construction · purchasing

Supplier orders from the quote

The signed quote becomes purchase orders, by supplier.

your agent otooto connected
The roofing quote is signed. Prepare the orders.
ooto · quote · componentsdone
$ devis_deplier --conditionnements
→ 27 items to order
ooto · purchasing · ordersdone
$ bons_commande --par fournisseur
→ 3 orders prepared
Three purchase orders ready: roofing, timber, fixings. Two items rounded up to the next pack, flagged. Ready for approval before sending.
illustrative scene · no client names
today

Re-entering quote quantities as orders, supplier by supplier.

Quote quantities have to be re-entered as orders, supplier by supplier, accounting for pack sizes.

with the agent

Purchase orders ready, rounded up to the right pack sizes.

It derives the shopping list from the quote (components, quantities rounded to pack sizes), splits it by supplier and prepares the purchase orders.

  1. 01Break down the quote. Each work item into its components and quantities.
  2. 02Round to pack sizes. Rolls, pallets, packs: what you actually buy.
  3. 03Split by supplier. Based on the supplier for each catalog item.
  4. 04Prepare the orders. One order per supplier, for you to approve before sending.

it readsquoting softwareemail

what comes out

Purchase orders ready for approval.

orders · by suppliersample
tiles · 42 palletssupplier a
battens · 180 msupplier b
zinc · 6 rollsto approve
the gain

One less re-entry per job, and fewer pack-size errors.

To get started: The supplier and pack size for each item in the catalog.

try it on a real case →
also worth reading

more cases: purchasing

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