Keeping on top of deliveries can mean hours of digging through supplier emails and tracking links. The Procurement tracker does the digging for you. It finds order and delivery updates, matches them to the products in your schedules, and prepares the changes for you to review.
This guide shows you how to set up the Procurement tracker and review its updates, so your schedules stay up to date without the manual admin.
Understanding how the Procurement tracker works
The Procurement tracker looks for updates in two ways.
1. Supplier emails. Pulse reads order confirmations and dispatch emails in your connected inbox, and finds details such as delivery dates and tracking numbers.
2. Tracking numbers. If a product already has a tracking number in its procurement details, Pulse checks it with the carrier and picks up any changes. This works with Australia Post, StarTrack, DHL, FedEx, UPS, TNT and more. You don't need a connected inbox for this.
Pulse looks at client-approved products that haven't been delivered yet. It can suggest updates to:
Order reference
Order date
Tracking number and tracking link
Ship date
Delivery date
Delivered status
Setting up the Procurement tracker
The Procurement tracker is a studio workflow, so an owner or admin turns it on for the whole studio.
On Home, open your Pulse Preferences.
Under Studio workflows, select Procurement tracker.
Switch the workflow on and connect your inbox, if you haven't already.
Choose how often it runs, and who it's Visible to.
Click Save.
Team members can't change these settings, but they can connect their own inbox so that their supplier emails are included too. For help connecting, see How to connect your email and calendar to Pulse.
Adding tracking numbers to your products
Add a tracking number to a product so Pulse can follow its delivery with the carrier.
Open the product in your schedule.
Go to its procurement details.
Enter the Tracking number and Tracking link.
Save your changes.
From then on, any change from the carrier, such as a new delivery date, appears in Pulse as an update for you to review.
Reviewing a procurement update
Procurement updates appear on each project's card under Procurement tracker. Each update covers one supplier order.
Click the update to open it. The title tells you what's changed, for example a new delivery date.
On Review changes, check each change. The badges show how many days earlier or later a date has moved.
Under Applies to, check the products the update will change:
Click View in Schedule to open a product.
If Pulse isn't sure which product an update belongs to, click Match and choose the right one.
Click Remove from update for any product that shouldn't change.
Open the Source tab to see where the update came from: the email passage (click Open email to see the full email), or the carrier's tracking timeline (click Open tracking).
Click Update schedule to save the changes, or Dismiss if you don't want them.
Checking the status of a run
When you click Run now in a workflow's settings, a status message appears above your projects while Pulse checks for updates. If a check fails or only partly finishes, click Retry run to try again.
Need more help with the Procurement tracker? Contact our support team via live chat for personalised assistance.