Procurement
The Procurement page plans purchases across multiple BOMs, deducts existing inventory, and splits orders by distributor for cost optimization.
Go to Procurement in the sidebar.
Selecting BOMs
Section titled “Selecting BOMs”The left panel lists your products. For each product:
- Click Add Product and select from the dropdown.
- Choose which BOM(s) to include.
- Enter the quantity you plan to build.
You can add multiple products to a single procurement plan. Remove a product by clicking its remove button.
Procurement Results
Section titled “Procurement Results”After selecting BOMs and quantities, the right panel shows four tabs:
Combined Parts
Section titled “Combined Parts”All parts needed across all selected BOMs, deduplicated and with inventory subtracted.
| Column | Description |
|---|---|
| MPN | Manufacturer part number |
| Description | Part description |
| Total Needed | Aggregate quantity across all selected BOMs |
| On Hand | Current inventory |
| To Order | Quantity to purchase (total needed minus on hand) |
| Best Price | Lowest per-unit price across distributors |
| Line Total | To Order x Best Price |
Per-Distributor Order Lines
Section titled “Per-Distributor Order Lines”Parts are split by distributor to minimize cost. Each distributor section shows the parts to order from that source, with quantities, SKUs, and pricing.
Two optimization modes are available:
- Consolidated — Each part is sourced from a single distributor
- Split — A part can be split across distributors if it results in lower cost (e.g., using price breaks)
Each distributor section has an Export CSV button that generates a file formatted for pasting into that distributor’s shopping cart.
Unmatched Parts
Section titled “Unmatched Parts”Parts that have no distributor pricing data. These need manual attention — you can set a preferred distributor for each part or source them separately.
Order Summary
Section titled “Order Summary”A high-level summary of the procurement plan:
- Total cost across all distributors
- Total number of unique parts
- Cost breakdown by distributor
Saving and Loading Orders
Section titled “Saving and Loading Orders”- Click Save Order to save the current selections for later. Enter a name for the order.
- Click Load Order to restore a previously saved order.
- Click Delete on a saved order to remove it.
Saved orders preserve the product/BOM selections and quantities but use current pricing when loaded.
Distributor Priority
Section titled “Distributor Priority”When two distributors offer the same price for a part, the distributor priority (set in Settings > Integrations) determines which one is used. See Settings for how to set priority.