Question

Sage Accounts - creating purchase order

  • 15 March 2023
  • 1 reply
  • 21 views

Userlevel 1

Hello,

Im just testing Zapier and what i can and cant use it for…
On sage we have 2 company accounts(We will call these A & B)

Company A is our online shop - when an order comes in we want sage to get the order, customer etc which seems straightforward.

However some of our products are custom ordered from company B so when A has no stock it has to purchase from company B using Sages Purchase order - Can this part of the process be automated ?
Any guides to help me visualise this ?

 

Thanks

 

 


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1 reply

Userlevel 7
Badge +14

Hi @GCurran 

Good question.

Try adding a Filter step to the Zap: https://zapier.com/apps/filter/help

If you have a Pro+ plan, then you can use Paths in Zaps: https://zapier.com/help/create/customize/add-branching-logic-to-zaps-with-paths