LOW STOCK → REORDER
Materials count drops below threshold, an AI-formatted PO lands in your distributor's inbox before you notice.
HOW IT WORKS
Stock-outs cost you a day per incident — sometimes more if your distributor is short. This template watches your inventory sheet (Google Sheet, Excel Online, or your CRM's stock module) and when any SKU drops below your reorder threshold, an AI-formatted PO email lands in your distributor's inbox.
The PO has your account number, ship-to, delivery date, and a clean SKU list. Your distributor's CSR doesn't have to interpret a phone call. You get a confirmation back in their normal cadence.
Configure thresholds per SKU. Configure preferred distributor per SKU. Configure approval gates over a dollar amount.
WHAT’S INCLUDED
- Watched inventory sheet integration
- Per-SKU threshold + preferred distributor mapping
- Claude AI PO email writer (formatted for distributor parsing)
- Approval gate over configurable $ amount
- Confirmation email tracking
- Weekly stock-level digest
REAL EXAMPLE
n/a — backend ops automation.
GAF Timberline HDZ Charcoal drops below 12 squares on a Wednesday.
PO emailed to ABC Supply at 11:14am. Confirmation back by 12:30. Crew never blocked.
Shops carrying inventory + repeat distributor relationships.
Just-in-time shops who order per-job at the supply house counter.