Create purchase orders
Automate your customers’ purchasing workflows by sending purchase orders that originate within your application to their third-party ERP or Accounting platforms
Realize the 'sync contacts' use case
Start by implementing the synchronize contacts use case to ensure the customers or suppliers across your database and your customer’s accounting system are in sync.
Fetch chart of accounts or items
You will need to specify a general ledger Account or an Item on each line of the purchase order. These could be stored in your database or be based on user input, but more likely it will make sense to fetch it from the customer’s accounting or ERP system:
- Call the GET /accounts endpoint to fetch the accounts from your customer’s accounting system.
or
- Call the GET /items endpoint to fetch the items registered in the accounting platform.
Implement a trigger to create purchase orders
Decide when to transfer purchase orders to your customer’s accounting platform. It could be a button within your application’s frontend or listening for a specific event.
Create the purchase order
Create the purchase order in your customer’s accounting platform by calling POST /PurchaseOrder.
Utilize the GET /Invoice endpoint to follow the purchase order through the billing process. Once billed, a reference to the created purchase order can be added to the invoice.
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