For operations and procurement teams
Find the supplier email behind a delivery promise, keep buyers and planners working from the same update and give outstanding questions a clear owner.
Delivery update
Please confirm the revised delivery date: 18 October.
- Supplier
- Cedar Works
- Received
- 10 October
Assigned follow-up
- Work
- Confirm revised delivery
- Owner
- Mira
- Status
- In progress
A reviewer owns the work and records its outcome.
Requests across team inboxes
Coordinate the work crossing several inboxes
An order can involve a shared inbox, a buyer’s emails and files from a supplier. Create a custom list across those inboxes using order references, senders or subjects. Buyers and planners can return to the same correspondence as new matching messages arrive.
Use inbox management for incoming work and supplier coordination for changed promises, requirements and evidence.
Delivery dates and supplier documents
Make supplier commitments usable by the wider team
Procurement may need prices and terms while operations needs the latest date and the update behind it. Keep the price and delivery date beside their source messages, and decide who checks conflicting updates.
Give buyers the price and terms, planners the current delivery date and customers the agreed update. Choose the fields and files for each shared view while keeping internal negotiation details private.
Team handoffs
Keep ownership through handoffs
Assign unanswered supplier questions and keep the replies with the emails and files behind them. Give the next buyer, planner or delivery colleague the outstanding actions and the history needed to continue the work.
Use team handovers when a role changes or accounts are consolidated. Keep the relevant emails, documents and access available to the next owner.
Keep buyers and planners working from the same promise
See a revised supplier date, the earlier commitment and the person confirming the change together.