Purchase Planning
Purchase Planning is the CRMconnect module that calculates, for each item and warehouse pair, what needs to be bought. It starts from stock, min/max thresholds, average daily consumption and days of cover, takes into account purchase orders already open and stock reserved on undelivered sales orders, and proposes the quantity, supplier, last price and lead time.
Want to see the module in action?
Start with a trial, no card required, on your own data, and see within a few days how the digitised process looks.
Purchase Planning in your team's daily work
What to buy per item and warehouse, from stock, min/max, average consumption and lead time, with RFQs and orders straight from the list.
What the planning shows
- Stock, minimum and maximum for each item and warehouse.
- Average daily consumption and days of cover.
- Quantities already ordered from suppliers and stock reserved on undelivered sales orders.
- Suggested quantity, with supplier, last purchase price, lead time and the supplier's estimated production date.
- Priorities: critical, attention, sufficient stock.
How it works
You switch on the min/max flow in the purchasing settings. Planning groups items by priority and explains, for each line, how the suggested quantity was calculated. From the selected lines you create a purchase case, a request for quotation or purchase orders. The list can be exported.
What you get beyond an isolated module
The module is not a separate app connected through files. It runs on the same platform, with the same master data, the same access rights and the same audit trail as every other CRMconnect module.
Native module, not a connector
Every module, solution and feature in CRMconnect is native. No third-party licences and no integrator needed to move data between systems.
One master data set
Partners, products, prices and the org structure are shared across modules. A change made in one department is instantly visible in the others.
Coexists with your ERP
CRMconnect does not replace the ERP: it sits on top as an operations layer and syncs documents both ways. The accounting ledger stays where it is today.
Fiscal documents and e-invoicing
Invoicing, e-Factura and e-Transport are native, and bank reconciliation maps entries to the chart of accounts before the export to your ERP.
Roles, rights and audit
Every action has an author and a timestamp. Rights are granted per role and per department, and the audit log can be filtered and exported for internal controls.
Mobile and Arvis AI
The same data is available in the field on mobile, and Arvis AI answers questions and builds dashboards straight from a prompt.
How the module reaches production, step by step
You don't start with a six-month project. You start with a trial account on your own data, then roll out department by department. Implementation is priced by team size, number of departments, imported data volume and workflow complexity.
- 1Trial account and structure setup: users, roles, access rights.
- 2Data import: partners, products, prices and history, from Excel or straight from the ERP.
- 3Workflow configuration: stages, approvals, notifications and owners per step.
- 4Connection to your existing ERP so documents flow both ways.
- 5Role-based training and a pilot with a small team, in parallel with the current process.
- 6Go-live for the whole department, with reports and alerts active from day one.
Frequently asked questions
Which data is the suggested quantity based on?
Stock, min/max thresholds, average daily consumption, quantities already ordered from suppliers and stock reserved on undelivered sales orders, for each item and warehouse.
What do I do with the calculated quantity?
Select the lines and create a purchase case, a request for quotation or purchase orders from them.
Questions about the platform and implementation
- Do I have to drop my current ERP to use the module?
- No. CRMconnect runs as an operations layer on top of your ERP: it exchanges documents through integration while accounting stays in the ERP. It can also run standalone if you don't have an ERP yet.
- Are the modules native or integrated third-party apps?
- Every CRMconnect module and feature is native, built inside the same platform. No separate licences, no middlemen, no file-based syncing between vendors.
- How long until the module is live?
- The trial account starts immediately, and a department is usually live within a few weeks, depending on imported data volume and workflow complexity.
- How is the implementation cost calculated?
- By team size, number of activated departments, imported data volume and the complexity of the workflows and integrations required. The monthly subscription is separate from the one-off implementation fee.
- Where is the data hosted and who can access it?
- Each customer runs on single-tenant pods in AWS or Azure with auto-scaling. Access is controlled per role and department, and every action stays in the audit log.