Purchase Order Management for Salesforce

Native to Salesforce ● Includes a guided setup wizard for ease of use ● Fully customizable configuration options

Easily create POs ● Leverage Salesforce Flow for PO creation and modification ● Seamless transition to PO creation while moving from quote to order

Upload PO Documents ● Attach PO files directly inside of Salesforce ● Easily reference for critical PO data such as dates, amounts, quantities and more

Sales Intelligence ● Be in the know about customer spend, remaining balances and key dates at all times ● Focused attention on the right Account, and never miss an opportunity to sell

Link POs anywhere ● Associate POs/PO Lines to Orders and Order Products ● For Salesforce Billing customers, associate to Invoices and Invoice Lines as well

Handle various styles of POs ● Includes logic and automation to handle blanket-style POs ● Also supports POs in line item fashion

Relate multiple POs to a single Order ● Provides users with flexibility to choose one or multiple POs when ordering a quote ● Flexibility for dedicating specific order products to specific POs

Update and Sync POs retroactively ● Create shell or placeholder POs when users do not have the PO document handy ● Update later on, and sync with existing orders and invoices

Automated reminders ● Notifies key stakeholders on low balances and expiring POs ● Includes toast notifications as well during the ordering process