The challenge
Procurement & Operations
Bulk Purchase Order Automation
A spreadsheet-led workflow for processing multiple purchase order records through Make and Katana Cloud Inventory.
Project overview
Bulk Purchase Order Automation
Streamline purchase order creation by using Google Sheets as a structured source for purchase order data, reducing repetitive manual entry when processing multiple orders.
Platform Make
Tools & technologies
MakeGoogle SheetsPurchase Order AutomationProcurementData ProcessingWorkflow Integration
Workflow
Make watches for new Google Sheets rows, looks up suppliers, variants, and purchase orders in Katana Cloud Inventory, then routes records to create a purchase order or add a purchase order row.
Key capabilities
- Watch Google Sheets for new purchase-order data rows.
- Look up suppliers, variants, and existing purchase orders in Katana Cloud Inventory.
- Route records to create a purchase order or add a purchase order row.
Outcome
A structured spreadsheet-to-procurement flow can reduce repetitive entry when processing multiple orders and make the handoff from order data to purchase-order records easier to follow.
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