Purchase Order Automations

Automate supplier communication and keep your product pricing accurate when goods arrive.

## Triggers

| Trigger | Type | Fires when |

|---|---|---|

| **Purchase Order Created** | Event | A purchase order is created. |

| **Purchase Order Received** | Event | A purchase order is marked received. |

| **Purchase Order Timer** | Timer (daily) | Runs daily over **open** POs (not cancelled, not fully received and invoiced). |

## Conditions you can use

- **Supplier**, **status**, **dates** and totals on the purchase order, depending on what

  you want to target.

- The PO timer is useful for "still not received after N days" style chase-ups.

## Actions

**Send Purchase Order Email** — emails the PO (as a PDF) to the supplier or an internal

contact.

- *To* / *CC* — recipients (e.g. Supplier Email, Project Manager, Received By, or a typed

  address). *To* is **required**.

- *Subject* — **required**; supports PO placeholders.

- *Message* — **required**.

- *Document template* — optional; used to generate the PO PDF.

**Update Product Pricing from PO** — when goods are received at a different price than

ordered, updates the affected products' default cost (to the actual price) and recalculates

the sell price using a markup.

- *Markup* — percentage to apply (defaults to 130%). **Required.**

## Notes

There are no pre-built Library templates for purchase orders yet, but the triggers and

actions above are fully available when you **build your own** workflow (*Workflows → Add

Workflow*).

Typical custom workflows:

- **Email the supplier automatically when a PO is created** — *Purchase Order Created* →

  *Send Purchase Order Email*.

- **Keep product costs current on receipt** — *Purchase Order Received* → *Update Product

  Pricing from PO*, so your margins stay accurate without manual price updates.

## Tips

- The pricing update only changes products whose received/invoiced price differs from the

  ordered price, so it won't touch anything that arrived as expected.

- If you leave the markup blank or invalid, it falls back to 130%.