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Specialist · 14Coming soon

Supply Chain

Supply Chain runs the vendor-to-warehouse loop — stock awareness, reorder triggers, purchase orders, supplier ordering, receiving, and 3-way match — so the parts are on the truck before the crew needs them. It is the most action-capable of the back-office specialists, with a dollar threshold you control deciding what it submits versus what it brings you. Rolling out as Automic Trades expands the back office.

What it does
  • Sweeps warehouse + per-truck stock daily for min/max and projected stockout from recent usage
  • Drafts purchase orders with auto-numbering; Grainger orders auto-submit under your dollar threshold, above it they come for approval; partnership-gated suppliers always draft for you to send
  • Surfaces emergency / same-day parts when a scheduled job needs stock that is not on hand
  • Proposes the 3-way match (PO / receipt / invoice) and hands it to Bookkeeping to reconcile
  • Tracks vendor performance — on-time, fill rate, defect rate, price trend — and feeds warehouse stock into job costing
How you interact with it

You set the auto-submit threshold. Under it, routine reorders flow on the rules you approved; above it, every PO is an approval card. Proposals are numeric and specific — "order 24 at $7.42 from Grainger; PO $178.08; arrives Wed" — never a vague "consider ordering more."

How it helps your shop

A truck rolling without the right part is a wasted hour minimum, and margin leaks at the parts counter when nobody is watching price trend. Supply Chain keeps ordering, receiving, and inventory tight so a job never stalls waiting on a part nobody ordered.

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