I need a customized platform developed for my company. We use a CRM (Dubsado) and a Project Management Tool (Asana) but the missing link is our product inventory and ordering.
The Workflow I need:
1. Enter all "Project Materials" in to an order form (Customer Details are only Job Name and Delivery Date, if this needs to be stored in a form thats fine)
2. All those Products are cross-checked with our inventory.
3. If product is in stock, it can be reserved for the project and it removes it from Inventory. The difference (or hitting minimums) triggers an order
4. Once a week I can hit a button "Order by Supplier" and the products required for stock and projects is then organized on a Purchase order that can be downloaded or use a Zapier integration to send.