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Hi All,

I am trying to automate the bill creation under Purchases whenever I upload or receive a receipt for products purchased throughout the day.  I am a one man service company and need parts on the go instead of creating a vendor bill first.

 

The flow would work like this;

I go to the distributor, purchase parts, the receipt is emailed to me.  I setup up a trigger in my Thunderbird email to forward the receipts to WAVE where it is scanned. 

At this point I need to create a bill under PURCHASES for the Vendor in question and add the parts/materials, most of which are already in the database.

If the Parts are not found in current database, then the workflow should create a new part with price etc.and add to the bill.

Am i asking for too much?  I have ZOHO for email if that helps?

 

Hey @BigNosePoolGuy ,

 

Yes, that is possible. You can use app like ChatGPT to build to get data from scanned document.


Hi ​@BigNosePoolGuy,
 
We just wanted to see how everything is going with your Zap. Did jayesh's recommendation get the job done? Feel free to reach out if you need further assistance with your Zap. We're glad to address any concerns and assist you.
 
We're looking forward to your response.


Taking Jayesh’s advice and trying to build something with Zapier.   I let you know how it goes in the next week


Hi ​@BigNosePoolGuy ,
 
Absolutely! Just keep us on the loop for this one, so we can help you further if needed. Thank you.


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