Automate the Manual Process of Creating Purchase Orders in Sage
The product database was brought into SharePoint and a PowerApp was created to enter purchase order details into SharePoint and generate the Purchase Orders
The new system saved time, shared the data across departments and removed misspelt products and inconsistent data.
Springboard IT were recently approached to help simplify a customers’ purchase ordering process. Historically they raised purchased orders in Sage by manually copying information from a shared Excel spreadsheet. This spreadsheet overtime had become bloated and difficult to manage. The data was maintained by multiple members of the team and became victim of misspellings and inconsistent data.
Springboard IT helped centralise their product database into SharePoint (included in their existing 365 package) and helped design a PowerApp to replace their existing spreadsheet.
By using Microsoft Teams, the customer was able to share the PowerApp across the team easily and made it visible to the purchasing team to generate the purchase orders.
To learn more about how to share relevant information to your team using Microsoft Teams – check out our blog here
By building the system using PowerApps it meant that data could be consistently shared across the team. The PowerApp allowed the purchasing team to generate purchase orders within a handful of clicks.
To ensure the information in SharePoint remained up to date, we utilised the capability of PowerAutomate to automatically synchronise Supplier information between Sage and SharePoint in a timely manner. This meant the customer only needed to keep Supplier information maintained in Sage, knowing that it would reliably transfer into SharePoint. Once there, it shared to the PowerApp.
Once the purchase order was sent using the PowerApp. We configured PowerApps to generate the physical Purchase Order, which was sent directly to the supplier and stored in SharePoint for future reference. On top of that, the system created the purchase order directly into Sage.
We thoroughly enjoyed this process, knowing it was saving the customer hours of manual entry and saving headaches along the way!
We have found PowerApps a fantastic way to kick off automated processes and allows your teams to trigger processes from anywhere!