Use case / Automated purchasing

From shortage
to sent order.

Most purchasing decisions are not decisions. The item ran low, the supplier is the one you always use, the price is what it always is — and someone still has to open a screen and click approve.

How it works

Fully automating purchasing
in Dream MRP.

Open the supplier in Contacts, tick Auto-approve planned purchases, and that step disappears for them. Any planned purchase order for that supplier lands as Plan Approved rather than Dream MRP Planned, ready to be sent to Xero in bulk. The flag is per supplier, so you decide exactly who you trust and everyone else still goes through review.

The lines themselves are already tidy. Requirements for the same supplier are grouped onto a single purchase order rather than scattered across several, and open purchase orders are counted back as incoming supply on the next run, so nothing gets ordered twice.

Set up auto-approval →Working with purchase orders →Read-only mode →
per supplier
You choose who is trusted

Auto-approve is a flag on the supplier record, not a global setting. Turn it on for the three suppliers you buy from every week and leave the rest under manual review.

plan approved
Approved on creation

A planned order for an auto-approve supplier is created as Plan Approved, skipping the review queue entirely and sitting ready for the bulk send to Xero.

grouped
One order per supplier

Lines for the same supplier are grouped onto a single purchase order, so a run that finds fifteen shortages produces a handful of sensible orders rather than fifteen.

fully automate
Never miss a shortage

Enjoy your time away from the office knowing Dream MRP has you covered.

Best for: Businesses with a stable supplier base and predictable pricing, who want the buying done rather than queued for review.

More use cases

Other ways
teams run it.

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your own data.

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