Goods arrive and get checked
You end witha batch tracked
3 screens · about 5 min
For purchase team, stores
Buying · ERPNext live demo
Low stock reorders itself: a live ERPNext demo
From Material Request to Purchase Order, on the real ERPNext screens of a demo company, with a guide on each step.
- No sign-up
- No card
- No account
Material Request
- Company
- Mith Demo Traders
- Step
- 1 of 4
The requirement: which item is needed, how many and for which warehouse.
You end with a purchase order sent4 screens · about 6 minFor Purchase team, storesFits Manufacturing, Retail, Hotels and restaurants, Healthcare
What this flow is
Stock of a material runs low. Someone notices, asks suppliers for prices, compares them and places the order, often by phone and from memory.
Here the requirement is a material request for the item below its reorder level. A request for quotation goes to suppliers, each reply is a supplier quotation that can be compared side by side, and the purchase order is made from the chosen quote.
Before and after
| Without it | With it |
|---|---|
| Shortages noticed when the shelf is empty | A reorder level raises the requirement |
| Prices collected on calls | Each supplier's quote recorded |
| Quotes compared on paper | Quotes lined up in one comparison report |
| The order typed again from the chosen quote | The purchase order is made from the quote |
Screen by screen
Each step is a real ERPNext screen in the demo company. FlowMentor points at what to fill in.
Material Request
The requirement: which item is needed, how many and for which warehouse.
Request for Quotation
The request to suppliers to quote for the items on the material request.
Supplier Quotation
One supplier's prices for the items, recorded so they can be compared with the others.
Purchase Order
The order to the supplier: what you agreed to buy, how many and at what price.
Inside the demo company
Mith Demo Traders, a made-up company that makes and sells kettles and toasters. It isn't GST-registered, so its documents carry no tax.
Steel Kettle Body is below its reorder level, and its material request is made for you; the request for quotation goes to two suppliers, and you record one supplier's quote. No email is sent from the demo, and the supplier portal is in MithUniverse only.
You're signed in as a demo visitor. Nothing is emailed, and what you make is removed 15 minutes after you finish.
Who uses it
And what each of them gets from it.
Stores
Shortages raise a request instead of a phone call.
Purchase team
Compares quotes and orders from the winner.
Accounts
Sees what was agreed before the bill arrives.
A guide on every screen
FlowMentor is our guide app for ERPNext. On each screen it points at the field to fill and the button to press, one step at a time, so you can finish the flow without training. It runs on the real screens, not a video.
- One screen at a time
- Points at the field and the button
- On the real ERPNext screens
Set up for your business
The demo shows the plain flow. In a real project we set it up to how you work.
- Reorder levels per item and warehouse
- A supplier portal for quotes
- Approval for orders above a limit
- Preferred suppliers and lead times
- Purchase orders by email or WhatsApp
See the whole journey
Flows that go with it
Questions about this flow
Yes. With reorder levels set and automatic reorder on in Stock Settings, a material request is raised when stock reaches the level.
Yes, on ERPNext's supplier portal, where they fill in the request for quotation. In the demo you record one supplier's quote yourself.
The Supplier Quotation Comparison report lines every quote for the items up side by side, by supplier and price.
Yes. An approval workflow on the purchase order can send it to a manager above an amount you set.