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Workflow

Approved quote to purchase order, automatically drafted

The moment a customer approves a quote line, BayAutomate reserves any parts you already hold for that job. For anything short, it drafts a purchase order with the right supplier, grouped so you send one order per supplier. The job shows each part as reserved, ordered, part-received or arrived.

Early access: BayAutomate is onboarding Australian workshops now. Anything marked Coming soon or Planned isn't available yet. Everything else is included on every plan.

BayAutomate job card showing parts status and costing
Parts status on the job card. Sample workshop data.

Step by step

  1. The customer approves lines.
  2. Stock on hand is reserved to the job (FIFO).
  3. Shortfalls become draft POs, grouped by supplier.
  4. You check and send. Direct supplier ordering is planned.
  5. Receipts, including partial receipts and backorders, update the job's parts status.

Status of what's on this page

CapabilityStatus
Parts reservations and purchase-order drafts
Approved work reserves stock and drafts purchase orders for shortfalls. Partial receipts and backorders tracked.
Included
Stock control
FIFO cost layers, locations, stocktakes, quarantine for faulty returns, movement history.
Included
Repco / Burson / NAPA ordering
Awaiting provider agreements. No partnership exists today. Purchase orders are prepared inside BayAutomate.
Planned

Checked 8 November 2026.

Questions

Does it send orders to Repco or Burson?

Not yet. Orders are prepared in BayAutomate and you send them. Direct ordering is planned and depends on provider agreements.

What if the customer approves only some lines?

Only the approved lines reserve parts or create purchase-order drafts.

Related

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