Zudello gives you the flexibility to create PO’s in either Sage Intacct or Zudello for a streamlined procurement process.
Summary of the Zudello - Sage Intacct Purchase Order integration
Zudello fetches vendors and item data directly from Sage Intacct to enable you to create and manage inventory and service purchase orders. Zudello’s regular fetches ensure your two platforms are in sync with accurate data as purchases are made and fulfilled.
If you are using Sage Intacct to create Purchase Orders, Zudello fetches newly created and updated PO’s from Sage Intacct and creates them in Zudello to match against delivery dockets (fulfillment and shipments) and vendor invoices/ AP Bills in Zudello leading to a streamlined approval process.
Alternatively, use Zudello to create an inventory or service PO and send it through a dynamic approval process giving you oversight of purchases before they are made. After the PO is fully approved, Zudello will instantly process the PO to Sage Intacct, creating the PO and updating purchasing and inventory reporting.
As goods arrive, import delivery dockets into Zudello for complete extraction. Zudello will automatically extract the docket down to the line items and match them to the items on the PO. After the docket is reviewed, Zudello will automatically create a Fulfillment/ Shipment for the goods in Sage Intacct while updating the goods outstanding on the PO. If you receive your goods in Sage Intacct, Zudello’s will fetch fulfillments and receive the items on the PO to match against the vendor invoice / AP Bill.
In the event you don't receive delivery dockets, Zudello will automatically create the fulfillment/shipment based on the goods received on the invoice, updating Purchase order information once the Vendor Invoice/ AP Bill is processed to Sage Intacct.
No matter where you run each part of your process, Zudello will match up-to-date purchasing documents to invoices to provide you with instant visibility into the lifecycle of the order and the delivery of goods.
Fetching Purchase Orders from Sage Intacct
Zudello fetches Inventory and Service PO’s raised in Sage Intacct and creates them in Zudello to facilitate the order delivery and three-way match process. Using Fetch workflows, Zudello initiates scheduled PO fetches, importing newly created and updated PO’s from your Sage Intacct account and creating them in Zudello.
Once the PO has been created in Zudello, you’ll be able to match it to imported delivery dockets and create fulfillments/shipments or use it to match to Vendor Invoices/ AP Bills at the line level. In addition to creating new PO’s, Zudello also fetches changes made to PO’s in Sage Intacct and updates the PO in Zudello.
Zudello typically schedules PO fetches to occur on the hourly basis, however you can configure the workflows to increase or decrease the frequency of fetches depending on how often you add and update PO’s in Sage Intacct.
How to Create Purchase Orders in Zudello
Use Zudello to generate inventory and service purchase orders and send them through a dynamic approval process. Once fully approved, Zudello will create the PO in Sage Intacct updating your spend reporting.
Step 1 - Fetch data
Enable your users to easily create PO’s from preferred vendors from your Zudello team. Zudello fetched vendors and items along with organisational and financial data from Sage Intacct for use when generating the PO. Regular fetches ensure your two systems are up to date leading to easy record maintenance.
Step 2 - Create the PO
Zudello makes it easy for team members to create Inventory and Service PO's. Easily create the PO from in your Zudello team by selecting the Vendor and adding either inventory items or service lines to the PO.
Step 3 - Approve the PO
After the PO is created, send the PO through a dynamic, multi-level approval process based on your business requirements. Zudello makes it easy for approvers to quickly action PO’s, decreasing the time it takes to get the PO approved and released.
Zudello also enables businesses to remove approvals all together and send the PO directly to Sage Intacct after it has been created in Zudello, bypassing the approval process.
Step 4 - Process to PO to Sage Intacct
After a PO has been fully approved and released, Zudello instantly processes the PO to Sage Intacct as either an Inventory or Service PO. Once successful, the PO will be created in Sage Intacct.
Creating Fulfillments/Shipments in Sage Intacct
Zudello fetches fulfillments/shipments created in Sage Intacct and creates good receipts on the PO in Zudello. Using our regular Purchase Order fetch workflow, Zudello fetches updates made to the PO in Sage Intacct including newly created Fulfillments/ Shipments.
Fetched Fulfillments/ Shipments and PO data automatically match to Vendor Invoices/ AP Bills imported into Zudello, ultimately leading to a transparent approval process.
How to create Fulfillments/Shipments in Zudello
Zudello enables Team's to either import delivery dockets into Zudello to create the Fulfillment/Shipment before the goods are invoices or in the event you don't receive delivery dockets, Zudello can automatically create the fulfillment/ shipment once the Vendor Invoice / AP Bill is created in Sage Intacct.
Creating Fulfillment/Shipments from Delivery Docket
Step 1 - Delivery documents imported
Zudello enables Team's to import delivery dockets into Zudello for complete extraction. Either email your delivery docket into your purchasing inbox or manually import the document through the UI, Zudello will extract the document down to the line item level.
Step 2 - Delivery docket matched to PO
Once the document is imported, Zudello will automatically match the delivery docket to corresponding PO created in either Sage Intacct or Zudello. Zudello matches delivery dockets to PO's at the line level and receipts in the goods delivered. Easily identify any wrong deliveries or quantity supplied issues prior to the invoice arriving.
Step 3 - Fulfillment/ Shipment processed and created in Sage Intacct
Once the delivery docket is reviewed, Zudello will automatically process it to Sage Intacct and create either a Fulfillment or Shipment depending on the type of Purchase.
Creating Fulfillments/ Shipments from Vendor Invoice/ AP Bill
In the event you haven't received a delivery docket for a Vendor Invoice or AP Bill Zudello will automatically create a Fulfillment/ Shipment based on the goods invoiced automatically for you.
Process the Vendor Invoice/ AP Bill through Zudello as normal, once the document is fully approved and processed to Sage Intacct, Zudello will create the corresponding Fulfillment/Shipments on the PO while creating the Vendor Invoice / AP Bill transaction.