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Material procurement and tracking

Automates material procurement from initial project needs assessment through delivery tracking and inventory updates. Reduces material waste, prevents delays, and maintains real-time visibility into project supply chains.

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Workflow Trigger

Project schedule milestone reached requiring material procurement

Visual Flow

Each node represents an automated step. Connections show how data and decisions move through the workflow.

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

  1. 1
    Trigger

    Schedule milestone triggers procurement

    Construction schedule reaches a milestone indicating materials are needed within the next 2-3 weeks. System automatically identifies required materials from project specifications.

    ProcorePlanGrid
  2. 2
    Action

    Generate material quantity takeoffs

    System calculates exact material quantities needed based on current project plans and specifications. Accounts for waste factors and safety stock requirements.

    PlanGridSage 300
  3. 3
    Decision

    Check inventory availability

    System checks current on-site and warehouse inventory levels against requirements. Routes to purchase orders if materials are insufficient or allocates existing stock.

    Sage 300Foundation Software
  4. 4
    Action

    Create and send purchase orders

    Automatically generates purchase orders for required materials and sends to approved vendors. Includes delivery scheduling based on project timeline requirements.

    Sage 300Procore
  5. 5
    Action

    Track delivery status

    Monitors delivery confirmations and tracks shipments in real-time. Sends alerts to project managers about delivery delays or schedule changes.

    ProcoreFoundation Software
  6. 6
    Action

    Update inventory and costs

    Records material receipts, updates inventory levels, and allocates costs to specific project codes. Flags any quantity discrepancies for review.

    Sage 300Foundation Software
  7. 7
    Output

    Generate procurement completion report

    Creates summary report showing material availability, delivery confirmations, and cost impacts. Updates project dashboard with current material status.

    ProcoreSage 300

Outputs

  • Updated project inventory levels
  • Purchase order confirmations
  • Material delivery schedule
  • Cost allocation reports

Key Metrics

  • Material cost variance percentage
  • On-time delivery rate
  • Inventory turnover ratio

Tools & Integrations

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