Vendor Purchase Order & Lead Time Tracker
A done-for-you interior design and staging automation built for the Design Firm Principal, connecting Jotform, Airtable, and Google Sheets so the work below happens on its own.
What this automation does, step by step
When a product is specified and approved by the client, this automation generates a purchase order to the vendor, logs the item in the project's procurement tracker with the expected lead time, and sets a follow-up alert for the week the item is due to ship.
If an item hasn't shipped by its expected date, the principal is notified immediately so they can contact the vendor before a delayed sofa becomes a delayed installation reveal.
When an item arrives at the receiving warehouse, a confirmation is logged automatically, and the designer sees a real-time procurement board showing what has been ordered, what is in transit, what has been received, and what is still on back order across every active project.
- Studio design software (e.g., Studio Designer or Ivy)
- Zapier or Make.com
- Jotform (receiving confirmation form)
- Airtable or Google Sheets (procurement tracker)
- Email (automated PO generation to vendors)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without automation, a design firm principal has to notice problems after they've already happened, then scramble to fix them manually one at a time. It's the kind of work that quietly eats hours every week.
With this automation
- Low-stock and reorder alerts before you run out
- Vendor and subcontractor confirmations that chase themselves
- Preventive maintenance scheduled by usage or date
- Work orders and project milestones that update stakeholders
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