How to sync CRM Purchase Order

How to sync CRM Purchase Order

In the Zoho CRM system, you can store purchase order details by entering data into the Purchase Order form.

How to create Purchase Order

  1. In the Purchase Orders module, click [ New Purchase Order icon].

  2. In the Create Purchase Order page, enter the relevant details.

  3. Under the Product Details section, click Add Line Items.

Mandatory fields for sync

Fields that are needed to be filled before syncing in Xero

  1. Client Name:
  2. Purchase Items:
  3. Add to Xero: this field must be enabled

How to sync

From Zoho, sync can be performed two ways

  1. Manual Sync from Zoho CRM: On your Purchase Order record simply click the 'Sync to Xero' button in the top right corner to start the syncing process for that particular record. If you cannot see the 'Sync to Xero' option-click the drop-down arrow in the highlighted section for more actions.

  1. Manual Sync from the Plugin Portal: Login to your Plugin Portal. From the right sidebar, go to “Sync > Manual Sync”. Select “Purchase Orders” Module and your desired Sync Mode. From the “Sync Options” section (upper right corner), enable the “After last Synchronization ran” option and click the “Sync Now” button.

Limitations

  1. Zoho CRM Purchase order syncs with the Xero bills, not with the Xero Purchase Order

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