Purchasing

Purchase Requisition

Does production sometimes stop because materials for a project suddenly run out? The Purchasing module lets production or the warehouse raise material requisitions fast and organizes them into a clear queue for buyers. AI algorithms continuously analyze order statuses and assortment shortages to help keep your processes running smoothly.

See the screens
Purchase Requisition — module screens in Process App
Input
Material shortage / project requirement
Flow
Shortage in production → requisition → buyer’s queue
Output
Requisition placed in the purchasing queue
Who works here
Production, Project Manager
Benefits

What changes in the company after the rollout

Production, a project or the warehouse submits what is needed and by when. The requisition is the starting point for the entire purchasing process.

Elimination of production downtime

Fast reporting of shortages and creating replenishment orders prevents delays in project execution.

Full visibility of orders

The material checklist lets you see at a glance how complete the supply is for each ongoing project.

Fewer purchasing errors

A central requisition list with precise technical and quantity data eliminates mistakes when ordering.

Faster response to shortages

Grouped views of shortages and replenishments let you quickly identify critical material needs.

Better resource allocation

FIFO-based material reservations ensure a fair and logical allocation of available stock levels.

System screens

How this process looks in Process App

Zrzuty pochodzą z działającego systemu — kliknij, aby powiększyć.

Main screen of the Purchasing module showing data summaries as numeric tiles, a chart of requisition status distribution, statistics of the largest data sets, and a table of the most recently added statuses.
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Main screen of the Purchasing module showing data summaries as numeric tiles, a chart of requisition status distribution, statistics of the largest data sets, and a table of the most recently added statuses.

Material requisitions list screen showing tiles with status statistics, filters, and a table with details of reported requirements.
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Material requisitions list screen showing tiles with status statistics, filters, and a table with details of reported requirements.

Requisitions list screen with an open modal window displaying details of the selected material requisition.
3

Requisitions list screen with an open modal window displaying details of the selected material requisition.

Material checklist screen showing a tabular overview of material order statuses for individual projects, broken down by assortment category.
4

Material checklist screen showing a tabular overview of material order statuses for individual projects, broken down by assortment category.

Material checklist screen with an open modal window displaying order details for the selected assortment category and project.
5

Material checklist screen with an open modal window displaying order details for the selected assortment category and project.

Shortages and replenishments list screen in the Production module, showing grouped assortment items along with details of the orders that generated the shortages.
6

Shortages and replenishments list screen in the Production module, showing grouped assortment items along with details of the orders that generated the shortages.

Shortages and replenishments list screen with an open modal window used to create a replenishment order for the selected product.
7

Shortages and replenishments list screen with an open modal window used to create a replenishment order for the selected product.

Requisition screen in the Warehouse module showing the machine stock balance broken down by dimensions, open order statistics, and a list of material requisitions for a selected period.
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Requisition screen in the Warehouse module showing the machine stock balance broken down by dimensions, open order statistics, and a list of material requisitions for a selected period.

Features

What exactly you get

Requisition management

The system allows you to add new material requirements and change their statuses directly from the table view.

Material order checklist

An interactive matrix lets you mark and unmark orders for individual assortment categories.

Creating replenishment orders

From the shortages list you can generate a new order, selecting the CNC program and setting a deadline.

Balancing stock and demand

The module compares current warehouse stock with requisitions, taking into account reserved and free quantities.

BOM gap detection

The system automatically identifies and warns about models that were not included in requisitions due to missing specifications.

Artificial intelligence

What AI does for you in this process

Status distribution analysis

Algorithms continuously categorize requisitions, presenting current trends on charts and summary tiles.

Grouping assortment shortages

Artificial intelligence automatically combines recurring shortages from different orders into consolidated replenishment items.

Data completeness verification

The system analyzes the project database and automatically flags models without a BOM structure, protecting against ordering errors.

Module description

The process from start to finish

Manage the entire procurement process from the moment a shortage is reported through to issuing material to production. Track the distribution of requisition statuses on a clear chart and instantly check the value of open orders. Review the list of shortages and replenishments, where assortment items are conveniently grouped, and create replenishment orders as needed, assigning them to a specific CNC program. Control progress using a material checklist for projects, ticking off ordered assortment categories such as windows and doors or façade elements. Reserve available resources according to the FIFO rule and verify models that were not included in the requisition due to a missing BOM. Filter data by project, status and date range to always have a complete picture of your company’s material situation.

See this process on your own data

We will walk you through the “Purchase Requisition” module using your company as the example — the input, the flow and the end result in Process App.

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Explore the remaining system modules

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Logistics departmentLogistics
Supplier database managementOrder status trackingProject demand analysis
Lead Generation

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Sales and marketing departmentCommerce and e-commerce
Landing page wizardForm registerCRM lead database
Prospecting

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Sales and marketing departmentCommerce and e-commerce
Company searchSearch historySearch schedule
Cold Mailing

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Sales and marketing departmentCommerce and e-commerce
Campaign managementAutomatic follow-upsPerformance analysis
Cold Calling

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Sales and marketing departmentCommerce and e-commerce
Cold calling campaign handlingCall script editorCall queue management
Sales Opportunity Management

Sales Opportunity Management

Sales and marketing departmentCommerce and e-commerce
Pipeline managementActivity timelineSales meeting handling
Quotation Preparation

Quotation Preparation

Sales and marketing departmentCommerce and e-commerce
Enquiry managementQuotation calculatorProduct configuration
Offer Preparation and Sending

Offer Preparation and Sending

Sales and marketing departmentCommerce and e-commerce
Offer and quote wizardOffer package managementInteractive landing page
Product Configuration

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Sales and marketing departmentCommerce and e-commerce
Product variant creationSales market managementMultilingual document generation
BOM Development

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Multilevel BOM treeProduct and raw material catalogWarehouse movement history
Technology Routing

Technology Routing

Operations departmentProduction
Routing editorMachine park databaseCNC program handling
Manufacturing Cost Calculation

Manufacturing Cost Calculation

Operations departmentProduction
Product cost calculationCentral norms databaseBatch size simulations