1.Monitors authorized sales invoices
Integrate Xero to detect new authorized sales invoices and start PO field mapping.
Create POs from authorised invoices for procurement team
Automatically watch new sales invoices that are authorized across Xero. Create and update draft POs when authorized invoice received, invoice authorization confirmed, or authorized invoice postedβso you can map invoice details, create draft purchase orders, and populate delivery data without manual data entry.
How this automation creates draft purchase orders faster
When authorized sales invoices need manual review, PO creation can stall and errors creep into supplier and line details. This automation filters invoices and finds supplier contacts and creates draft purchase orders in Xeroβso your team can order with fewer handoffs.
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2.Filters invoices by criteria
Integrate Filter by Zapier and mapping rules to continue only invoices that meet procurement account or product criteria.
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3.Finds supplier contact
Integrate Xero to search contacts by supplier name and use the matched record for PO contact details.
4.Creates draft purchase order
Integrate Xero to create a DRAFT purchase order and populate header, line item, and delivery fields from the invoice.
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Accelerate purchase order processing with automated request capture, approval routing, and record updates
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