Generate materials pick list for approved project items
Generate materials pick list for approved project items
Your approved budget items don't produce a ready materials file, forcing manual lists and delaying orders. Receive an itemized pick list on the project's spec record so procurement can act same day.
Overview
Budget approvals often leave procurement teams manually compiling part lists, which slows ordering and delays projects. This flow creates an itemized pick list from the spec subitems and attaches the PDF to the spec record, so procurement and lab managers can act same day.