# PipeStock Pro procurement and security packet A buyer-facing approval packet for turning Plumbing Supply Inventory into a paid pilot: commercial scope, data boundaries, access model, hosting plan, support coverage, automation limits, and sign-off evidence. Canonical product page: https://ideas-realized.com/demo-library/plumbing-supply Live app: https://plumbing-supply.ideas-realized.com Decision window: Weeks 1-4 Approval owner: Branch operations owner Commercial snapshot: Trade supply inventory software pilot package: $22k-$40k setup and $1k-$3.5k/month recurring. Buyer can provide item master, bin, supplier, receiving, and will-call exports for one branch and one pilot category. ## Approval Sections ### 1. Commercial approval Owner: Sales lead Status: ready Packages the plumbing supply demo as a one-branch operational overlay: SKU import, bin lookup, receiving variance review, cycle counts, will-call visibility, scanner testing, and ERP posting boundaries. Supplier EDI, replenishment automation, and multi-branch rollout stay add-ons. - Recommended tier: Branch inventory pilot - Payment milestones: 45 percent due at signature for branch tenant setup and item master mapping. 35 percent due after SKU lookup, receiving session, and cycle count workflow pass branch review. 20 percent due after will-call readiness report and ERP posting recommendation are accepted. - Gross margin model: Target 60-70 percent implementation margin after SKU cleanup, scanner testing, branch workflow configuration, and import support. ### 2. Data handling and import Owner: Implementation lead Status: needs-client The first branch pilot should avoid replacing the ERP. It can use an export/import loop to prove counter lookup, receiving exceptions, and will-call readiness for a controlled product category. - Cutover: Run a read-only SKU import, validate bin and on-hand values with counter staff, then enable receiving and will-call status updates for the pilot category. - Privacy note: Customer-specific pricing and margin fields should stay out of the first import unless role permissions and audit history are approved. - Sources in scope: SKU master (250 to 1,500 SKU records); Supplier and reorder file (100 to 800 supplier/SKU rows); Will-call queue (20 to 90 open will-call orders) ### 3. Access and role boundaries Owner: Security reviewer Status: scoped The branch pilot needs permission boundaries around scanner receiving, cycle-count adjustments, will-call readiness, price visibility, and ERP handoff exports. - Identity provider: Staff email login for the pilot branch, with optional SSO after ERP and directory ownership are confirmed. - Session model: Branch-scoped sessions with role claims for counter, warehouse, and manager actions. - Permission scopes: Scanner receiving; Will-call readiness; Cycle-count adjustment ### 4. Hosting and domain launch Owner: Deployment owner Status: scoped A production handoff plan for taking Plumbing Supply Inventory from sales preview to a client-owned launch domain with Netlify hosting, environment gates, monitoring, rollback, and canonical SEO/AEO checks. - Hosting model: Single Next.js application deployed from GitHub to Netlify, with demo subdomains rewritten into app-only routes and canonical SEO pages kept on ideas-realized.com. - Preview domain: plumbing-supply.ideas-realized.com - Production domain: plumbing-supply.ideas-realized.com ### 5. Support and SLA coverage Owner: Branch launch thread Status: ready A buyer-ready support model for launching Plumbing Supply Inventory with triaged tickets, service levels, training artifacts, success milestones, and renewal proof tied to the first pilot cohort. - Launch channel: Branch launch thread: Business days during pilot - Renewal signal: Inventory overlay lead: 1 sales-qualified distributor inquiry per quarter - Service levels: Branch launch thread Next business day; Branch operations review Scheduled ### 6. Automation and notification guardrails Owner: Product lead Status: scoped The branch pilot should help counter and warehouse teams act on inventory signals without waiting for manual ERP review. - Rules: Low-stock reorder alert (template); Receiving variance review (ready); Will-call readiness update (needs-client) - Escalations: Critical low stock: High-velocity SKU remains below reorder point for one business day.; Unresolved receiving variance: Variance remains open after same-day receiving close. ### 7. Billing and renewal readiness Owner: Client sponsor Status: ready Commercial controls for selling Plumbing Supply Inventory: invoice milestones, pilot entitlements, seat packaging, renewal checkpoints, legal readiness, and upgrade triggers tied to the rebrand-ready pilot offer. - Billing model: Branch inventory pilot: Target 60-70 percent implementation margin after SKU cleanup, scanner testing, branch workflow configuration, and import support. - Pilot price: $22k-$40k - Recurring price: $1k-$3.5k/month ### 8. Statement of work and signature packet Owner: Client sponsor Status: ready The SOW package turns the proposal and deal desk into signable scope, milestones, service levels, exclusions, and signature blocks for Riverbend Plumbing Supply. - Statement of work: /demo-library/plumbing-supply/statement-of-work - SOW JSON: /demo-library/plumbing-supply/statement-of-work.json - Client proposal: /demo-library/plumbing-supply/client-proposal ## Redlines and Change Controls - Do not promise ERP replacement or real-time inventory authority. - Do not enable automated stock adjustments without sign-off on posting rules. - Do not include multi-branch replenishment in the base pilot. - ERP posting, supplier EDI, or automated purchase order submission: Requires integration review and separate posting/reconciliation scope. - Additional branches, product categories, or replenishment optimization: Scope after the first branch pilot proves lookup, receiving, and pickup workflows. ## Approval Checklist - Item master accepted: Pilot category records loaded with UPC, bin, on-hand, reorder, and supplier fields validated. - Scanner workflow accepted: Representative barcode scans resolve to the correct SKU, bin, and receiving context. - ERP boundary approved: Manual export or posting connector path selected with risk notes and next-phase estimate. - Scan SKU into receiving session: Scanner history and PO receipt panel update; hardware test pending. - Resolve cycle count variance: Count task exposes expected, counted, variance, and adjustment status. - Confirm will-call readiness from counter view: Pickup board surfaces staged, picking, waiting, and customer-ready states. - Canonical and noindex routing verified: Main-domain landing pages remain canonical while app-only routes are used for subdomain launch URLs. - Client proposal and implementation spec approved: PipeStock Pro pilot proposal and JSON/Markdown implementation spec are reviewed before production domain cutover. - At least 2,500 SKU rows import with required item, bin, and branch fields. - Scanner acceptance test covers barcode alias, duplicate scan, and manual fallback scenarios. - Receiving variances and cycle count exceptions can export for ERP review. - Will-call queue works on mobile without horizontal overflow or unreadable pickup states.