Without this workflow
The problem
Low-stock reports no longer end with a manual list that must be re-entered into a Purchase.
Manage inventory
Low stock to Purchase draft
Turn reorder evidence into ordinary purchase work without posting or numbering anything early.
Move from a stock warning to actionable procurement without rebuilding the selection in a spreadsheet.
In product validationReview low-stock suggestions, quantities, known estimated value, supplier and destination godown, then create a normal Purchase draft for Document V2 review.
With Fastbooks
The controlled result
Selected suggestions create an idempotent Purchase draft; rates, unresolved evidence and changed suggestions remain explicit for review.
Demonstration sequence
Show the workflow from evidence to outcome.
A feature page should make the user action, product transformation, review decision and accounting consequence visible in order.
- 1Open the low-stock reorder queue
- 2Review evidence, suggested quantities and known estimated values
- 3Choose a supplier and destination godown where available
- 4Create and review the normal Purchase draft
End on the retained accounting or review outcome, not on a decorative success screen.
Evidence gate
What must be proven before broad advertising.
Implementation is not the same as commercial proof. These checks define what representative validation must support.
- Low, out-of-stock and no-action examples
- Changed, unavailable and partial planning evidence
- Idempotent draft creation and safe retry
- No numbering, posting, GST, stock or outstanding effects before final review
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