Purchase Order Automation

Say goodbye to tedious and repetitive procurement administration.

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What is PO Automation?

Salesbuildr’s Order Automation feature converts approved proposals into purchase orders (POs) and post-sale tickets within Autotask. It automatically sends the purchase order to your distributor using their API, reducing errors and drastically improving procurement and order management efficiency.

Electronically send POs to connected distributors
Consolidate items from multiple quotes into a single PO
Automatically convert approved proposals
Generate POs linked to post-sale tickets

Proposal Conversion

Automatically convert approved proposals into post-sale tickets with charges in Autotask.
Skip the won opportunity wizard for a seamless transition.

Purchase Order Creation

Generate POs linked to post-sale tickets and create the PO with all information in Autotask.
Electronically send POs to connected distributors like Ingram Micro using their API.

Combined Purchase Orders

Consolidate items from multiple quotes into a single PO for your distributor.
Salesbuildr tracks post-sale tickets containing charges from the PO and creates and updates separate customer-specific POs in Autotask.
Save countless admin hours and costs whilst improving efficiency.

PO Automation FAQs

Answers to some most common questions about our PO Automation.

What about the Sales Order in Autotask?
Salesbuildr will not create a sales order in Autotask. It creates a post-sale ticket with charges and a PO.
What if I want to cancel a PO?
For now, you will have to manually cancel the PO in the Ingram Micro portal and update the related PO in Autotask.
How do I receive items?
You can receive items in Autotask using the existing workflow you're used to.
How does Salesbuildr determine what products to add to the order?
Salesbuildr will look for products that have the Autotask "does not require procurement" flag turned off. If this is the case, Salesbuildr will assume the product will need to be procured.
What happens if the quote contains recurring services?
Because recurring services are always added to contracts, Salesbuildr will only add products from the approved quote to the post-sale ticket. You will have to manually add the recurring services to a new or existing contract.
What happens if I have to add the products to a Project?
At this time, Salesbuildr will only add products from the approved quote to the post-sale ticket. You will have to manually run the Won opportunity Wizard if you want to add products from the approved quote to a project.
What distributors will be supported?
We will launch Ingram Micro. Shortly after, we will add TD Synnex. Then KPN, Copaco, and ALSO will be added next. You will be able to manually manage the PO for distributors without an API connection.

Pricing for Purchase Order Automation

Purchase order automation is an additional paid feature that can be added to Advanced and Premium packages and is charged per distributor.

Select your currency
Advanced or Premium
€99/month/distributor
Advanced or Premium
£89/month/distributor
Advanced or Premium
$109/month/distributor
Success Story - Campai
Salesbuildr is crucial to our sales process. Our sales teams have seen a spike in productivity since moving to Salesbuildr, spending less time manually updating Autotask and more time communicating with customers.
Diederik Twickler, Director, Campai
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