Purchase Orders

  • Once your emails have been classified as Purchase Orders, SageX will attempt to extract the Data from the PO and prepare it for the Verification stage.

  • Click on the Purchase Orders folder and open the email.

  • Look for the attached PO and click on the SageX link. You can now proceed with the Verification.

  • Check the records, make corrections if necessary and then mark as verified.

  • SageX is now ready to create the Sales Order in your ERP.

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