Revel – Xero: Purchase Order Integration
The Integration syncs purchase orders recorded in the Revel Management Console.
Figure 1.1 – Purchase Order List – Revel Management Console
Figure 1.2 – Purchase Order Contents – Revel Management Console
Figure 1.3 – Purchase Orders as Synced to Xero
Figure 1.4 – Purchase Order Contents as Displayed in Xero – Summarised Format
Note – If the summarized format is utilized, the contents of the PO will be synced to Xero as totals and not as individual product items (as per the Revel PO in the Management Console)
- Xero POs or Bills
In the instance that multiple POs form single bills issued by suppliers (i.e. a business is not issued a single supplier bill representing a single PO), it is necessary for the organisation to ensure that Revel POs are sent to Xero as POs. This is because it will be difficult to reconcile the actual single supplier bill to multiple Revel POs. In the instance 1 PO represents 1 bill issued by a supplier then the user may send Revel POs straight to Xero as Bills.
- Example PO Workflow – Xero
After a PO / multiple POs are synced to Xero, in order to copy the contents to a bill (and be in a state ready to have payments applied to it), the user must first approve these POs and then mark them as billed. When the ‘mark as billed’ button is selected, the contents of the PO/POs can be copied to a draft bill.
Note – The status of synced POs or bills will be in draft so that they may be reviewed prior to approval.
Figure 2.1.1 – Approving POs and marking as billed – Xero
Figure 2.1.2 – Marking multiple POs as billed and copying their contents to a bill – Xero
Once draft POs are approved they will then move to the ‘Approved’ tab
If a Bill has been issued for a PO or multiple POs they should then be selected and marked as ‘Billed’. Next their contents should be copied to a bill.
Note – Be sure to select all POs that comprise a single Bill. Xero will automatically create separate bills for each supplier.
Figure 2.1.3 – Copying the contents of an approved PO marked as billed – Xero
Figure 2.1.4 – Multiple POs copied to a draft bill