August 2023

Purchasing App

Reordering application to streamline the purchasing process for Deluxebase.

Overview

Reordering was previously a manual process, using VLOOKUPs for multiple Excel sheets each time for over 2,000 products. The process was time-consuming, error-prone, and difficult for others to carry out. The ERP system did not have the functionality to produce the required reports.

purchasing-app-main
Displays key information calculated in real time on each product: projected stock level upon new stock arrival, stock out dates, reorder quantities, current stock levels, in transit, on order, and more.
purchasing-app-filters
Settings allow: report to be by company, change backorder dates used in calculations, change the multiplier used in calculations, refresh the report, and more.
purchasing-app-multiplier
Calculations utilize an average monthly forecast, with custom multipliers applied pro rata.
purchasing-app-flow
Retool posts to Windmill Python flow which handles the calculations and returns the data.

Outcomes

  • Excel manual work replaced with a single, real-time report
  • More accurate reordering as backorder date can be filtered and each item factors in the manufacturer lead time
  • Better stock levels as process can be carried out more frequently
  • Approximately 6 Weeks annually saved for reordering in the UK alone
  • Allows stock movement from UK to USA to easily be calculated. A rapidly growing part of the business.

Tags

Python
Retool
PostgreSQL
ERP
Windmill

Contact

Need more project details, or want to connect? Email me at [email protected]!

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