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Tally

Purchase orders from the dealin QuickBooks when you save

Order from your vendors on the Salesforce record the work belongs to. Pick the vendor, add category and item lines with a customer and class on each, then save it to QuickBooks Online or email it to the vendor too.

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The package's purchase order builder on an opportunity's Quickbooks tab. Fictional data.

What you're seeing

  1. Create Purchase Order on the Brightline Fleet Expansion opportunity's Quickbooks tab opens New Purchase Order.
  2. The rep picks the vendor Harbor Supply Co., and the vendor email fills in, with Ship To set to Brightline Logistics.
  3. Searching products and services adds a Rugged Tablet R8 line to the items.
  4. The line gets the class Operations:Field Services.
  5. Save and Send saves the purchase order to QuickBooks and emails it to the vendor.

Two stepsvendor, then what you're buying

The builder is split the way a purchase order is: who it's for, then the lines. Everything on it is sent to QuickBooks Online as one purchase order.

Vendors from QuickBooks

The Vendor field searches the vendors synced from QuickBooks, and fills in their email and address. New vendor? Click + New vendor: it’s created in QuickBooks, added to Salesforce and selected for you.

Ship to a customer

Pick the customer it ships to. Vendor and shipping addresses can be changed on the form with Update.

Category Details

Account-based lines: a category, description and amount, with a customer and class on each.

Item List

Search your products and services to add a line: quantity, rate and amount, with a customer and class on each.

Message, memo and files

A message the vendor sees, a memo they don't, and attachments you can add to the vendor's email.

Your custom fields

QuickBooks custom fields for purchase orders show up next to the vendor fields.

Save, or Save and Sendand what happens next

Both buttons create the purchase order in QuickBooks Online. Save and Send also emails it to the vendor.

  1. 1

    The form is checked

    A vendor, at least one product or category line, and a vendor email if you're sending. Anything missing is listed before anything is sent.

  2. 2

    The purchase order is created in QuickBooks

    With its vendor, ship-to, lines, classes, message, memo and custom fields.

  3. 3

    The vendor is emailed, if you chose Save and Send

    To the vendor email on the form, with the attachments you switched on.

  4. 4

    Salesforce keeps the recordQBObyTALLY__QBO_Purchase_Order__c

    The purchase order and its lines are saved in Salesforce with the QuickBooks id.

  5. 5

    If QuickBooks says no, you see why

    QuickBooks' own reason, in plain words, such as a vendor that was made inactive.

One Flow actiona purchase order per vendor

For orders that span several suppliers, a Flow action does the split. Point it at an Opportunity or an Order and it groups the products by their Preferred Vendor, creates one purchase order for each vendor and sends them all to QuickBooks.

Action · QBO Purchase Order

Create Purchase Orders by Vendor

Parent Record Id (Order or Opportunity)
{!$Record.Id}
Default Vendor Id (optional)
{!HouseVendor.Id}
Push to QuickBooks (optional, default true)
{!$GlobalConstant.True}

Run on the Brightline Fleet Expansion opportunity, the action groups its three products by Preferred Vendor and creates one purchase order per vendor: Harbor Supply Co. for Rugged Tablet R8 and Screen Protector R8, $66,960.00, and Keystone Components for Vehicle Mount Kit, $12,600.00. Message: Created 2 purchase order(s) across 2 vendor(s).

  1. 1

    Finds the line items

    Give it the record id. It works out whether that's an Opportunity or an Order and reads its products.

  2. 2

    Groups them by vendor

    Each product goes to its Preferred Vendor. Products without one go to the Default Vendor you set, or are skipped if you don't set one.

  3. 3

    Creates one purchase order per vendor

    Optionally with a PO number and memo stamped on every one.

  4. 4

    Pushes them to QuickBooks

    In the background, writing each QuickBooks id back. Turn Push to QuickBooks off to only create the Salesforce records.

  5. 5

    Reports back to the Flow

    Success, a message such as “Created 2 purchase order(s) across 2 vendor(s).”, and the ids of the purchase orders it created.

Pricing

$5,899

per year, Tally Growth

Purchase orders come with Tally Growth and Tally Scale, along with estimates, class tracking, custom fields and vendor sync.

See pricingBook a demo

In Tally Growth

  • Create purchase orders in SalesforceIncluded
  • Sync vendorsIncluded
  • QuickBooks class trackingIncluded
  • Custom fieldsIncluded
  • Automation readyIncluded

Questionsabout purchase orders

Where does the purchase order builder live?
It's a component you place on a Salesforce record page, such as an Account, Opportunity or Order. It opens in place on the record, so the rep never leaves the deal.
Where do the vendors come from?
Both ways. Sync Vendor in the Tally Hub brings your QuickBooks vendors into Salesforce, and the builder's Vendor field searches that list. A vendor you add with + New vendor in Salesforce is created in QuickBooks too.
Can I give each line its own customer and class?
Yes. Both tables, Category Details and Item List, have a Customer and a Class on every line. The Class column appears when class tracking is part of your plan.
What's the difference between Save and Save and Send?
Save creates the purchase order in QuickBooks Online without emailing the vendor. Save and Send creates it and emails it to the vendor email on the form, with any attachments you switched on.
Can Tally create a purchase order for each vendor automatically?
Yes. The Create Purchase Orders by Vendor Flow action groups an Opportunity's or Order's line items by each product's Preferred Vendor and creates one purchase order per vendor, then pushes them to QuickBooks and writes each QuickBooks id back to Salesforce.
What happens to products without a preferred vendor?
They go to the Default Vendor you give the Flow action. If you don't give one, those products are skipped.
What if QuickBooks rejects the purchase order?
The builder checks the form first: a vendor, at least one line, and a vendor email when you send. If QuickBooks still rejects it, you see QuickBooks' own reason, for example that the vendor was made inactive in QuickBooks and how to fix it, not a generic error.

More of the package

All features

PricingFAQComparing integrationsRelease notesData model

Order from your vendorswithout leaving Salesforce

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