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      Automated Purchase Orders in Quickbooks Desktop

      How to create POs in Quickbooks as a byproduct of other activities inside of BlueTrace.

      There are two ways to have POs automatically generated inside of Quickbooks Desktop:

      1. Create a purchase in BlueTrace, then receive it
      2. Receive inventory, create a Purchase and PO as a byproduct

      Purchase

      First, capture a Purchase from a Vendor in the BlueTrace web application - this creates a PO inside Quickbooks.

      When your team uses the BlueTrace mobile app on an iPad or iPhone to receive inventory, the PO is updated with what was actually received.

      Watch this video overview below:

      POs are updated when:

      • Prices change on the purchase in BlueTrace
      • Received quantities are updated in the mobile app
      • New items are received (and associated to the respective purchase) 

      POs are no longer updated when: The BlueTrace Purchase is closed.

      Receiving in the Mobile App

      1. Starting in the BlueTrace mobile app, create a new received log > select the item > set the vendor > specify that you'd like to create a purchase > enter the unit price > fill out the rest of the form
      2. When you hit save, a BlueTrace Purchase will be created as will Quickbooks PO. 
      3. If you receive more lots for the respective vendor, and select "create Purchase" then the Purchase and PO will be updated.

      Demo of this capability: