Supplier and Procurement ManagementPurpose
1.2. Automated reminders streamline procurement and ensure consistent updates to procurement and store staff.
1.3. Automation increases visibility of supply chain status and automates escalations for late or unconfirmed shipments.
1.4. Enables automating multi-channel reminders (email, SMS, notifications, tickets) when a supplier order is overdue or unacknowledged, reducing manual errors.
Trigger Conditions
2.2. Triggered if tracking number/API update not received within X hours after promised shipping date.
2.3. Triggered by purchase management system webhook/event or scheduled check for overdue PO status.
2.4. Triggered on status mismatch between purchase records and supplier APIs/portals.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Use Messages API, send automated SMS to supplier’s registered mobile.
Example: Configure trigger using purchase order delay; set recipient from supplier database.
3.2. SendGrid
• Feature/Setting: Use Email API v3 to send customizable automated reminders to supplier contacts.
Example: Template with dynamic placeholders for order, due date, supplier name.
3.3. Slack
• Feature/Setting: Webhook for automated channel alert to procurement team on overdue deliveries.
Example: Incoming webhook URL, pre-set message format with delivery and supplier info.
3.4. Microsoft Teams
• Feature/Setting: Automated message to designated Teams channel via Teams Connector/API.
Example: Adaptive card with clickable supplier/order reference.
3.5. Gmail
• Feature/Setting: Automated email sent using Gmail API; configure filter to flag or label supplier delay messages.
Example: Email draft using supplier and delivery data merged from inventory/POS system.
3.6. Outlook
• Feature/Setting: Automate using Microsoft Graph API for sending scheduled reminders from procurement mailbox.
Example: Recurring calendar event with reminder for monitoring deliveries.
3.7. WhatsApp
• Feature/Setting: Use WhatsApp Business API to send automated WhatsApp templates to supplier contacts.
Example: Triggered on order status update via integration script.
3.8. Zendesk
• Feature/Setting: Automated ticket creation or update using Zendesk API when delivery is pending/overdue.
Example: Set ticket priority and assign to procurement handler.
3.9. Freshdesk
• Feature/Setting: Automate support ticket creation for supplier follow-up with Freshdesk API.
Example: Auto-tag ticket as “Pending Supplier Delivery”.
3.10. HubSpot
• Feature/Setting: Workflow automation to send supplier reminders via contact record-based workflow trigger.
Example: Workflow step referencing pending delivery activity.
3.11. Salesforce
• Feature/Setting: Process Builder or Flow to automate supplier alert emails/cases.
Example: Rule fired by overdue custom object field.
3.12. Monday.com
• Feature/Setting: Automation recipe to send reminder upon status “Pending Delivery” exceeding set timeframe.
Example: Integrate board item to trigger notification or email.
3.13. Zapier
• Feature/Setting: Automated “Zaps” that send emails/SMS/Slack alerts on a scheduled or trigger basis.
Example: Trigger from procurement Google Sheet, send multi-channel reminders.
3.14. Airtable
• Feature/Setting: Automate notifications using Airtable Automations—email or Slack integration on due/overdue status.
Example: Checkbox field triggers automation step.
3.15. Trello
• Feature/Setting: Butler automation to send message or update card when “Delivery” checklist item is overdue.
Example: Auto-comment to procurement team card on missed deadline.
3.16. Google Calendar
• Feature/Setting: Automated calendar reminders for procurement team when delivery ETA is reached with no supplier update.
Example: Event triggers popup/email notification.
3.17. Asana
• Feature/Setting: Rule-based automation to send reminders, task comment, or email supplier on overdue milestone.
Example: Rule tied to task status and custom field.
3.18. Notion
• Feature/Setting: Automate sending reminders when supplier delivery database entry is overdue.
Example: Use integration API or automate with third-party service.
3.19. Shopify
• Feature/Setting: Order/Inventory app triggers automated supplier reminder via email/SMS from app store plugin.
Example: Scheduled task triggers if stock level low and pending orders flagged.
3.20. WooCommerce
• Feature/Setting: Use webhook/action to trigger supplier delivery reminder via email template/add-on.
Example: Delayed order status triggers notification or plugin workflow.
Benefits
4.2. Ensures consistent, timely, and multi-channel supplier reminders, reducing delays.
4.3. Automates escalations to managers when suppliers are unresponsive.
4.4. Automation reduces stockout risk, supporting continuous in-store availability.
4.5. Automate documentation and logging of all reminders for audit trail and compliance.