Material Management / Purchasing / Inventory

material management

Facilitate All Material Management Requirements From Purchasing To Inventory Management And Job Costing

Crows Nest conforms to procurement best practices with the separation of Requisitioning and Purchasing.  While Requisitions are not obligations to the company, issued Purchased Orders are, therefore access to Crows Nest Purchasing is limited via granted permissions. 

Requisitions submitted to purchasing may contain its respective budgetary pricing from Estimating for procurement negotiation. Further, submitted requisitions may be rejected in Crows Nest purchasing when appropriate.  Requisitions are submitted to the MR Queue in Purchasing where the requisition may be fulfilled from available inventory or through Purchase Order creation.


  • REQUISITION LINKAGE: Each line item may be directly linked to a project Work Order, Shop Drawing and attachment.
  • REQUISITION DATA: Item description, including modifiers such as finish, pricing, vendor, payment and shipping terms when negotiated outside of purchasing are provided to procurement personnel for their purchase order facilitation.
  • PURCHASING: Satisfy all requisitions by either allocating from inventory, issuing a purchase order or rejected back to the requisitioner.
  • Purchase Orders my be sent via Crows Nest email SMTP processor.
  • Track all ordered items receipt dates based on vendor order acknowledgements.
  • Every item purchased carries a Pricing History graphically indicating purchase cost trends.
  • Items purchased are automatically tied to the project and work-order costing for real-time comparison to the project’s estimated costing.
  • Items received increment, while item consumed decrement real-time inventory.
purchase orders
material management

“Shipping. Being able to scan items through Crows Nest…. knowing where they’re located through GPS has been really crucial for us. It saved us a lot of remakes because installers were able to tell them ‘we scanned it onsite’, it shows that it’s there. And, it’s really saved about 80% of the remakes. We also use the scan function throughout our shop so we can tell where the item’s located. We scan the items when ready to ship. We scan on the truck, and then we scan it when it’s off the truck on the job site. And that’s really helped us through any kind of shipping issues. And it’s seriously saved us 80% of the remakes that weren’t necessary”

–Joe Wadsworth, CEO, Custom Source Woodworking

Materials Management Features


Approvals via Transmittals

Submit your list of requested approvals via the Crows Nest SAMPLES and TRANSMITTAL functions.  Track submitted and return dates for contemporaneous memorization and project documentation.  Use the list of approved material to feed Crows Nest Requisitioning, thus eliminating the risk of purchasing items that have been rejected by the project owner or owner’s representative. 


Material Requisitions

Material Requisition (MR) lists, once created, are submitted to Crows Nest purchasing.  Each line item in the MR list may be associated with an automatically calculated “Needed To Be Received Date” and an “Order By Date”.  Requisitioners may specify to Crows Nest Purchasing a specific vendor, price, payment and shipping terms if desired.  Requisitions may also be set up to go through an internal approval process prior to reaching the MR Queue in Crows Nest purchasing.  Accounting GL codes may also accompany each MR line item.


Purchase Order Management

Crows Nest users that been granted permissions to enter Crows Nest Purchasing may create purchase orders from the list of items that have been internally submitted via the Material Requisition (MR) Queue.  The MR Queue will also indicate whether an item is available within Crows Nest Inventory, and therefore selected for inventory allocation. 

The purchaser may manually create POs.

POs may be automatically identified via sequential numbering or via alpha numeric pattern. 

Each PO line item’s pricing history is automatically tracked for it purchase price and vendor.  This allows a visual indication of pricing changes over a span of time that that might not be apparent otherwise. 

Purchased Item receiving is available in the Purchase Order Function or Inventory Function of Crows Nest. 

Track purchased item’s that are due “today”, in “nnn” future dates, or “Late Items”. 

Back orders are tracked when shortages occur. 

PO’s may be printed or emailed directly from Crows Nest. 

Purchase order transactions are available to be exported to financial softwre such as Quick Books or Sage. 


Inventory Management

Crows Nest maintains a real-time perpetual inventory with storage location, and purchase pricing. 

Inventory items are tracked as physically on-hand versus quantity available (not reserved). 

Allocated (reserved) items are associated with a project and may further be detailed to a project’s workorder for real-time project costing.

Each inventory transaction is maintained for audit tracking.

Picking Tickets are fulfilled within inventory, prior to being marked as consumed thereby relieving inventory on-hand quantities.

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