Sales, Inventory & Operations Planning

Buy what the jobs actually need.

Stop over-ordering and stop running short. This module nets your material demand against on-hand stock — prioritized by your real schedule — so you know exactly what to buy, for which job, and by when.

Module 02 of the PGP operating system · Phoenix, Arizona
Net
Demand minus on-hand
By date
Sorted by needed-by
1-click
RFQ export
0
Double-buying
What it does

Purchasing planned, not panicked

The engine allocates your on-hand stock to won jobs first by earliest scheduled date, then to pending quotes — producing an accurate net-to-buy per part with the date you actually need it.

01

Schedule-driven netting

Material requirements are calculated against won jobs by earliest start date, then pending quotes. You see net-to-buy per part and per job — never gross guesses.

02

Reorder alerts

On-hand levels and job demand surface what's about to run short before it stalls a crew on site.

03

Supplier-ready RFQs

Export a clean request-for-quote with net quantities and needed-by dates straight to suppliers — one click from the purchasing view or any quote.

How It Works

From pipeline to purchase order

01

Jobs drive demand

Won jobs and pending quotes generate the material demand automatically — no separate list to maintain.

02

Net against stock

On-hand inventory is allocated to the earliest jobs first, leaving an accurate net-to-buy per part.

03

See what to buy

A 'to purchase' table lists part, quantity, unit, est. cost, and needed-by date — sorted so nothing is late.

04

Send the RFQ

Export supplier-facing RFQs with net quantities and blank pricing for the supplier to fill.

Included

What comes with the operations module

Questions

Inventory & operations questions

How is this different from a spreadsheet?

A spreadsheet can hold a parts list. It can't allocate your stock to the right jobs by date, tell you the true net you still need to buy, or generate a supplier RFQ. This does — and it updates automatically as jobs are won and scheduled.

What's an RFQ and why does it matter?

A request-for-quote is what you send suppliers to price your materials. The system builds it for you with the exact net quantities and the date you need them, so you get accurate supplier pricing without rebuilding the list by hand.

Can it grow into full purchasing?

Yes. The same engine is built to add suppliers, purchase orders, and receiving so netting becomes demand − on-hand − on-order. You start with planning and scale into procurement on the same monthly partnership — no new platform.

Stop guessing on materials.

Book a demo and we'll net a real job's materials live — and show you the RFQ it produces.

We respond within one business day. No spam, ever.