Convert Sales Order to Purchase Orders in Deluge Part 2

Andrew Simpson
September 2, 2021
Are you trying to convert your Sales Orders to Purchase Orders in Zoho CRM for your Dropshipping business? You'll learn how to in part 2 of this video series.

In this video, Andrew Simpson of Aether Automation shows how to set up an automation in Deluge that converts sales orders to purchase orders, but separates the items from different vendors into multiple purchase orders. He demonstrates how to modify an existing function to create a list of vendors on the sales order and then use that list to create a separate purchase order for each vendor. He also shows how to optimize the code and troubleshoot errors. In the next video, he will show how to set up an automation that automatically sends the purchase orders to vendors for approval and shipping.

Zoho CRM is a powerful tool for creating "just in time" inventory systems. By using the automation features within Zoho, businesses can easily set up an automation that converts sales orders into purchase orders for each vendor associated with the sales order. This makes it easy to track and manage inventory, as well as ensure that the correct items are being shipped from the correct vendors. Additionally, the automation can be set up to automatically send the information to vendors, request approval and ensure that items are shipped out on time. This makes it easy for businesses to ensure their stock is up to date and their customers are happy.

The Dropshipping business model is becoming increasingly popular due to its low overhead and the ability for businesses to quickly scale. By using Zoho to build systems for their business, Dropshippers can take advantage of automated functions to easily process orders and create purchase orders from sales orders. This makes it easier for Dropshippers to manage inventory and keep track of orders, as well as ensure that the correct items are being shipped to the right customers. Additionally, these systems can be set up to automatically send the information to vendors, request approval and ensure that items are shipped out on time. This makes it easy for Dropshippers to quickly and easily grow their business.

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