PO Butler

The simple, easy, fast and accurate way of getting purchase orders from your clients into your accounting system


The PO Butler will:

 Accept pre-approved documents being dropped into the drop zone or
 Go fetch email attachment PO's from your emails.
 Read them and collate all the data contained within.
 Analyse the full inventory demands for all open orders.
 Auto allocate and reserve inventory where applicable.
 Highlight orders and items where there is insufficient available inventory.
 Highlight invalid product codes.
 Allow for item and/or quantity edits before importation.
 Data capture (import) selected orders into your accounting system.


Seamless integration to various Sage products

No need to data capture or Export and Import... it just works.

Compatible with Sage 50 Cloud, Sage Pastel and Sage Evolution.

Integration to other platforms available on request.


Inventory demands analysis

 PO Butler will combine the quantities of each item required to fulfill all open orders - those already within your accounting system and those still waiting to go in.
 The system will then assess the amount of each item you have on hand from up to 3 different warehouses.
 The system will then display the total quantity required versus the combined quantity on hand.
 The system then highlights the items where you do not have enough to fulfil all current orders.
 The system will also highlight if there is an item required which the system can't find in your warehouse(s).
 You can then choose what action to take with those items.


Automated allocation of available inventory

After the demands analysis, you can then choose to auto-full specific line items of all orders.
If there isn't enough to fulfil all orders, you can choose how many to supply to each order.
You can even remove item lines if a specific product has been discontinued.


How it (really) works

 The windows based software package will literally "read" documents which are dropped into the drop zone or retrieved from email attachments.
 (Currently only file types .pdf, .xlsx and .csv file types are compatible)
 Various standard PO formats are included by default in the software. If yours is not one of them, we'll create it you.
 Using the Sage supplied Software Developer Kits, it then interacts with your accounting system database to gather quantities on hand from up to a maximum of 3 different warehouses.
 The platform will require a certain amount of 'mapping' whereby customer item codes and your internal item codes will be linked.
 All the tedious yet vitally important calculations are carried out to assess the quantities required versus quantities on hand.
 Results are displayed in a user friendly User Interface (UI) allowing the user to select from various options.
 A single mouse click will seamlessly generate Sales Orders in the accounting system for pre-selected Purchase Orders.


Click here to see a 2 minute minute video demo.

Click here to see a 5 minute overview summary video.


Please contact us for a demo or for more information.