Combine pending orders into weekly bulk purchase orders automatically

Every week, groups your pending orders by supplier and creates ready-to-send bulk purchase orders in your spreadsheet.

How the work actually flows

A straight line. Runs once per each supplier group.

Pattern: Sequence (1) ยท Multiple Instances with a priori Run-Time Knowledge (14)

flowchart TD trig(["every monday morning"]):::trigtime s0["check for pending orders"]:::task s1["group orders by supplier"]:::task s2[["create bulk purchase order"]]:::mi s3["mark orders as processed"]:::task s4["send summary of orders"]:::svc trig --> s0 s0 --> s1 s1 -->|"one per each supplier group"| s2 s2 --> s3 s3 --> s4 out[/"bulk purchase orders created"/]:::out pay{{"save on shipping and supplier costs"}}:::pay s4 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceRuns once per itemResultPayoff
Build size
Standard

A mid-size build with several tools working together.

The problem it solves

Placing separate purchase orders every time an order comes in wastes money on shipping and supplier minimums, but manually grouping orders by supplier each week is tedious and easy to get wrong.

Who it fits

A procurement or operations team that batches supplier orders to save on shipping and pricing.

How it works

  1. Every Monday, the system checks your spreadsheet for orders marked as pending
  2. It groups those orders by supplier
  3. It creates a new bulk purchase order with all the item lines for each supplier
  4. It marks the original orders as processed and updates their status
  5. You receive a summary of the bulk orders created
Quick estimate

What it is worth to you

Your numbers, your hourly cost. We add nothing hidden.

per week
minutes
$ per hour
0Hours freed per month
0Value per year at your hourly cost

Assumes the number of suppliers and manual grouping time per supplier stay roughly constant week to week.

What you get

New bulk purchase orders in your spreadsheet, grouped by supplier, with a summary of what was created.

What you need

A Google Sheets account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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