Merge Docs

Create purchase orders

ACCT

Simplify your customers’ purchasing workflows by pushing purchase orders that originate within your app to their third-party ERP or Accounting platform

1. See “sync customers or suppliers” use case

You have already followed the “Sync Customers or Suppliers” use case to ensure the vendors across your database and your customer’s accounting/ERP system are in sync.

2. Retrieve chart of accounts or items

You’ll have to specify a general ledger account or item on each line item of the purchase order. We suggest keeping this data in sync by storing the data in the GET /accounts and GET /items endpoints.

3. Build a trigger to create purchase orders

Identify when to send Purchase Orders to your customer’s accounting platform. This could be a button or form within your app’s frontend or event-based logic built within your backend.

4. Create a purchase order

Submit a POST /purchase-order request to create the purchase order in your customer’s Accounting platform.

5. Identify when a purchase order is billed

Utilize the GET /Invoices endpoint to follow the purchase order through the billing process. Once billed, an invoice will exist with a reference to the created purchase order through the purchase_orders field.