Streamline your accounts receivable operations with the Zudello and Sage Intacct Sales Order integration.
Summary of the Zudello and Sage Intacct Sales Order integration
Streamline your accounts receivable operations with the Zudello - Sage Intacct Sales Order integration.
Zudello fetches customer and item data directly from Sage Intacct to enable you to manage your accounts receivable documents. Zudello’s regular fetches ensure your two platforms are in sync with accurate data.
Import customer orders into Zudello for a complete extraction. Zudello extracts your customer’s orders in full, including the capture of stock items, eliminating manual data entry. After the order is reviewed, use Zudello’s dynamic approval workflows to send the document through a designed approval process based on your business processes or bypass approvals and begin processing the document.
Once fully-approved and processed, the order will be processed and a Sales Order transaction will be created in Sage Intacct.
Fetching Customers from Sage Intacct
Zudello fetches your Customers directly from your Sage Intacct leading to easy setup and maintenance. Using Fetch workflows, Zudello initiates scheduled data fetches, importing newly created and updated customers from your Sage Intacct account.
Zudello typically schedules Customer 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 customers.
Once the customer has been created in Zudello, you’ll be able to match your customer’s orders to the correct customer account and create the corresponding Sales Order in Sage Intacct.
Fetching Items from Sage Intacct
Like customers, Zudello fetches your items directly from Sage Intacct, maintaining it as your system of truth. Using the Sage Intacct Item fetch workflow, Zudello fetches recently updated and created items on a scheduled basis.
Zudello typically schedules item fetches to run on an hourly basis, however you can control this frequency through Workflow configuration.
Once your item has been created in Zudello, you’ll be able to capture it directly from your customers purchase orders and use them when creating Sales Orders.
How create Sage Intacct Sales Orders
Step 1: Data Fetched
Zudello fetches customer and item data along with other essential financial and organisational data directly from Sage Intacct to enable you to process your customer order's as Sales Orders. Zudello’s regular fetches ensure your two platforms are in sync with accurate data, reducing time-spent implementing a new platform and maintaining records.
Step 2: Import Customer's Order
From the Sales module, begin the document process by importing your customer’s orders directly into Zudello. Either email the orders directly to your Zudello Sales inbox or manually import documents using our Upload function to begin the capture process.
Step 3: Data Capture
Once imported, Zudello will extract the customers purchase order in full including line-items and match them to inventory items and your customer record. Zudello further automates the review process by applying default coding based on customer, item or document automations to the order to prepare it for processing.
Step 4: Approval
Based on the Sales approval workflow set-up, orders will be delegated to the correct approver based on your businesses approval requirements. Once an order is assigned to an approver they will receive an approval email alerting them that there is an order to action in Zudello. Approvers will be able to either review and approve directly from email or log into Zudello to action it in the platform.
Step 5: Processing
Zudello also enables businesses the ability to skip an approval process altogether and process the customer order directly in Sage Intacct.
In both cases, once a document is fully approved or ready to be processed, Zudello will instantly send the customer order to Sage Intacct as a Sales Order transaction.
Creating Sales Orders Workflow
Zudello’s Create Sales Order workflow executes immediately after the order has been marked as fully approved.
Unlike the fetch workflows which run on a scheduled basis, the Zudello Create Sales Order workflow runs based on an event, in this case the event is the order is fully approved and released. As a result, each document is processed to Sage Intacct immediately after the document is fully approved in Zudello.