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- Automated Purchase Orders Case Study
Automated Purchase Orders Case Study
When a reseller orders through iTS, iTS in turn buys from its suppliers. Purchase orders (POs) for those suppliers are raised in Xero, iTS's accounting system.
The Business Problem
Automatic PO creation only covered some product lines. Orders for Faronics, Umango and PaperCut MF subscriptions still needed a PO raised by hand. That was slow, and a PO could be missed altogether. When an automatic PO failed, nobody was told. Each Xero document also needed the right account manager attached. That wasn't straightforward when an order's main owner was the shared "Systems Maintenance" team.
The Solution
wildesoft.net extended automatic PO creation to Faronics, Umango and PaperCut MF subscription orders, so they now follow the same path as other products. Any PO that fails is now reported by email straight away, with the details needed to fix it.
The portal and the Xero integration also now record a second responsible person. When a quote is created from the portal, the second responsible is filled in automatically. Then, if the first responsible on an order is Systems Maintenance, Xero uses the second one instead, so every document carries a real account manager.
The Result
Supplier purchase orders are raised automatically across far more of iTS's range, and failures can't go unnoticed. Each document is linked to the right person.
Get in touch if your team is still raising purchase orders by hand.