Turn Production Targets Into a Consolidated Purchase Plan
Combine Material and Packaging requirements across multiple Recipes, Builds, and Products, calculate purchasing quantities, apply case-rounding rules, and export one organized purchase list.
Production requirements are only useful when they become a clear purchasing plan
When several Recipes, Builds, and Products use the same Material, calculating each requirement separately can lead to duplicate orders, inaccurate case counts, and unnecessary cost.
Duplicate Material Requirements
The same Material may appear in several selected records.
Incompatible Units
Requirements may be expressed in ounces, pounds, kilograms, eaches, or other units.
Incorrect Case Rounding
Rounding each Recipe or Build separately can overstate purchasing needs.
Missing Source Visibility
A combined quantity is difficult to verify without knowing which Recipes, Builds, or Products created it.
Calculate individually, consolidate intelligently
CostFoundry calculates each selected item first, normalizes compatible quantities, and then consolidates matching Material and Packaging requirements. Case rounding is applied after compatible requirements are consolidated, helping reduce unnecessary over-purchasing.
Rows consolidate only when they represent the same purchasable record — matching on Material ID, supplier, supplier item number, brand, pack size, and purchase unit. The same Material from two different suppliers stays as separate rows.
How Purchase Planning works
Create a Production Plan
Add the Recipes, Builds, and Products you plan to make.
Calculate Individual Requirements
Expand each record and determine the required Material and Packaging quantities.
Normalize Units
Convert compatible requirements into a shared base or purchase unit.
Consolidate Matching Records
Combine quantities based on Material identity, supplier, supplier item number, pack size, and purchase unit.
Apply Purchasing Rules
Calculate required cases, rounded cases, purchase quantities, and Adj. Purchase Cost.
Review and Export
Review the source breakdown and export the purchase plan.
Create a Production Plan
Add the Recipes, Builds, and Products you plan to make.
Calculate Individual Requirements
Expand each record and determine the required Material and Packaging quantities.
Normalize Units
Convert compatible requirements into a shared base or purchase unit.
Consolidate Matching Records
Combine quantities based on Material identity, supplier, supplier item number, pack size, and purchase unit.
Apply Purchasing Rules
Calculate required cases, rounded cases, purchase quantities, and Adj. Purchase Cost.
Review and Export
Review the source breakdown and export the purchase plan.
Consolidation without losing traceability
Rows consolidate only when they represent the same purchasable record. Matching factors include Material ID, Supplier, Supplier Item Number, Brand, Pack Size, and Purchase Unit. Rows are never consolidated solely by Material name.
Example: The same fastener from two different suppliers remains as separate purchase rows when the supplier item numbers or case packs differ. Consolidation is never based on Material name alone.
See where every requirement came from
Every consolidated Material can be expanded to show a source breakdown. This traceability helps you verify totals, identify the main Material users, review unusual quantities, and understand production demand.
- Verify totals against individual records
- Identify the main Material users
- Review unusual quantities
- Understand production demand
Built for practical purchasing decisions
Consolidated Materials
Combine matching Material requirements across selected records.
Consolidated Packaging
Combine boxes, labels, inserts, containers, and other Packaging.
Supplier Details
Display supplier, supplier item number, brand, and purchase information.
Unit Normalization
Convert compatible requirements before consolidation.
Case Calculations
Calculate required and rounded case quantities.
Configurable Rounding
Use approved rounding rules such as whole case or nearest half case where supported.
Adj. Purchase Cost
Estimate purchasing cost using case and unit prices.
Source-Level Traceability
Expand each Material to see the contributing Recipes, Builds, and Products.
Separate Item Requirements
Review individual requirements before the consolidated list.
Export Support
Generate an Excel or web-based purchase report.
One purchasing view across multiple production targets
When multiple Products, Recipes, and Builds are produced together, Purchase Planning calculates each item's requirements individually and then consolidates matching Materials into a single purchase list.
Storage Box Product
3 requirements
- Shipping Boxes
- 2,000 EA
- Resin
- 400 LB
- Labels
- 2,000 EA
Hardware Kit Product
3 requirements
- Kit Boxes
- 800 EA
- Fasteners
- 16,000 EA
- Labels
- 800 EA
Protective Insert Build
3 requirements
- Foam Inserts
- 2,000 EA
- Adhesive
- 120 LB
- Labels
- 2,000 EA
Buy in the units your suppliers actually sell
Case rounding is applied after consolidation, so you purchase in whole cases from your supplier without over-ordering on each individual Recipe or Build.
Export a purchase-ready report
Generate an Excel or web report with individual requirements, consolidated purchase lists, source breakdowns, and Packaging purchase lists.
Individual Requirements by Recipe, Build, or Product
Consolidated Purchase List
Material Source Breakdown
Packaging Purchase List
Review purchasing from summary to source detail
Review Material requirements for each Recipe, Build, or Product before consolidation.
Purchase with more confidence
Reduce duplicate purchasing calculations
Consolidate shared Material requirements
Apply case rounding consistently
Preserve supplier and SKU details
Verify every quantity through source breakdowns
Export a purchase-ready report
Plan from cost through purchasing
Purchase Orders
Generate supplier Purchase Orders from consolidated requirements and mark them as Ordered.
Learn MoreReceiving
Receive Purchase Orders with actual quantities, costs, and lots, and update inventory.
Learn MoreScaling Tool
Scale multiple Recipes, Builds, and Products to the exact output quantities you need.
Learn MoreSaved Production Plans
Save, reopen, duplicate, rename, and export multi-item Production Plans.
Learn MoreFlexible Unit Conversions
Use standard, custom, and Material-specific conversions for accurate purchase planning.
Learn MoreReports and Exports
Analyze profitability, costs, trends, and data quality with exports.
Learn MorePurchase Planning FAQ
Materials are consolidated when they represent the same purchasable record. Matching factors include Material ID, Supplier, Supplier Item Number, Brand, Pack Size, and Purchase Unit. Compatible quantities are normalized and then combined.