Supplier & Procurement AutomationPurpose
1.2. Ensure every order placed triggers an automated confirmation to the supplier and tracks dispatch updates to optimize supply chain transparency.
1.3. Automate real-time status visibility for procurement managers and suppliers, reducing manual follow-up and missed updates.
1.4. Streamline communication by automating templated emails with order and shipment data as soon as updates occur in the procurement or ERP system.
Trigger Conditions
2.2. Activated when a supplier updates the dispatch/shipping status in the supplier portal or ERP.
2.3. Automated retrieval of carrier tracking data on shipment pick-up or status change.
2.4. Manual override for ad hoc confirmation email sending if required.
Platform Variants
3.1. Microsoft Power Automate
• Feature/Setting: "Send Email (V2)"
• Configuration: Automate sending confirmation/dispatch emails via Outlook connector, mapping order fields.
3.2. Zapier
• Feature/Setting: "Gmail: Send Email", "Filter", "Delay"
• Configuration: Automator triggers on new purchase records in procurement app, automatedly formats and sends dispatch emails.
3.3. Make (Integromat)
• Feature/Setting: Gmail/Outlook Modules
• Configuration: Automates monitoring of new purchase or shipment rows in Google Sheets, automated email trigger.
3.4. Salesforce
• Feature/Setting: "Process Builder", "Email Alert"
• Configuration: Automated process based on custom object (Purchase Order) field updates.
3.5. HubSpot
• Feature/Setting: Workflow > Automated Email
• Configuration: Automate workflows triggered by deal stage change to 'Ordered'.
3.6. NetSuite
• Feature/Setting: SuiteFlow/Workflow
• Configuration: Automated email on status change of Purchase Order or Item Fulfillment.
3.7. SAP Business One
• Feature/Setting: "Alerts Management"
• Configuration: Sending automated emails on PO creation/dispatch via internal event triggers.
3.8. Oracle Fusion
• Feature/Setting: "Notifications", "Workflow Rules"
• Configuration: Automatedly dispatch confirmation emails on order approval.
3.9. Gmail API
• Function: `users.messages.send`
• Configuration: Automate formatted emails using API call on new order webhook.
3.10. SendGrid
• Feature/Setting: "Mail Send API"
• Configuration: Automatedly use transaction templates for consistent dispatch emails.
3.11. Twilio SendGrid
• Feature/Setting: "Dynamic Templates"
• Configuration: Automate order and dispatch emails using merge variable mapping.
3.12. Shopify
• Feature/Setting: "Flow" automation
• Configuration: Automatedly send notification emails to suppliers on wholesale order.
3.13. Slack
• Feature/Setting: "Email App", "Workflow Builder"
• Configuration: Automate internal dispatch notifications and reminders to procurement channels.
3.14. Amazon SES
• Feature/Setting: "SendRawEmail"
• Configuration: Automate direct supplier emails with dispatch information.
3.15. Freshdesk
• Feature/Setting: "Automations > Ticket Creation"
• Configuration: Automated email to supplier when PO ticket is generated.
3.16. Odoo
• Feature/Setting: Automated Actions > Send Email
• Configuration: Automates supplier notification on procurement status change.
3.17. Monday.com
• Feature/Setting: "Automations > When status changes, send email"
• Configuration: Automatedly notifies supplier on 'Ordered' or 'Dispatched' status.
3.18. Zoho Creator
• Feature/Setting: "Workflows > Send Email task"
• Configuration: Automate supplier/dispatch emails on form submission or workflow triggers.
3.19. QuickBooks Online
• Feature/Setting: Workflow Automation
• Configuration: Automated supplier email alert on new Bill or PO creation.
3.20. Pipedrive
• Feature/Setting: Automation > Email Templates
• Configuration: Automatedly triggers supplier notifications when procurement stage is reached.
3.21. Trello
• Feature/Setting: "Butler Automation > Email"
• Configuration: Automate sending updates based on card movement in a procurement board.
3.22. Asana
• Feature/Setting: "Rules > Send Email" (with integrations)
• Configuration: Automatedly dispatch notification when tasks reach production/shipping.
Benefits
4.2. Automated supplier confirmations eliminate delays and errors.
4.3. Automator provides real-time visibility of order and dispatch status.
4.4. Standardizes and automates supplier engagement, increasing reliability.
4.5. Scalable automation supports high order volume in frozen desserts wholesale.
4.6. Automated logging of all communications for audit and compliance.
4.7. Automatable reminders ensure timely dispatch and improved OTD (On-Time Delivery).
4.8. Automation enhances professionalism with consistent templated communications.
4.9. Automating status email reduces order anxiety for both suppliers and procurement.
4.10. Streamlined workflow enables procurement team focus on value-add tasks, not email follow-up.