Step 1: Complete Organization Profile
1
Navigate to Settings
Go to Settings → General in the sidebar
2
Fill Company Information
- Company name and address
- Primary contact details
- Business registration information
- Logo upload (optional)
3
Save Settings
Click Save Changes to update your profile
Your organization profile information will be used in RFQ generation and purchase orders.
Step 2: Add Your First Supplier
1
Go to Supplier Management
Click My Suppliers in the sidebar
2
Add Supplier Details
- Company name and shipping location
- Multiple contact persons with email addresses
- Special notes or preferences
3
Save Supplier
Your supplier is now ready for RFQ communications
Step 3: Create Your First Procurement Plan
Make sure you have at least one supplier added before creating a procurement plan.
1
Start New Buy
Navigate to Start New Buy for the planning interface
2
Enter Plan Details
- Plan name: “My First Buy”
- Description: Brief context for your sourcing event
3
Add Line Items
Use the spreadsheet interface to add:
- Dimension (2x4, 2x6, 2x8, etc.)
- Species (SPF, Douglas Fir, SYP, etc.)
- Grade (Construction, Stud, Select Structural, etc.)
- Target Price per pack
- Quantities by length (8ft, 10ft, 12ft, etc.)
4
Review & Create
Preview how items are grouped into sourcing requests
Items with identical dimension-species-grade combinations are automatically grouped into single sourcing requests for efficient management.
Step 4: Send Your First RFQ
1
Navigate to Kanban Board
Go to My Sourcing to see your sourcing requests
2
Select Cards in TO SOURCE
Find your new sourcing request cards
3
Send RFQ
Click Get Quotes and select your suppliers
4
Monitor Progress
Cards move to QUOTING status automatically
Congratulations! You’ve sent your first RFQ using LumberFlow. Supplier responses will be automatically processed and appear in your kanban board.