Workflow
Use this workflow for max automation, min effort and full control.
1. Configure once
The admin adds the API key and runs the first sync.
2. Review stock health
The inventory or purchase user opens the planning view and checks which products are healthy, overstocked, or at risk.
3. Review product recommendations
The user checks recommended quantities and planning signals before taking action.
4. Create draft RFQs
For products that need purchasing, the user creates draft RFQs.
The RFQs should be reviewed before confirmation.
5. Repeat on schedule
The team can run the process again based on the plan limit and sync frequency.