how to generate purchase orders from google sheets
IN SUMMARY
Generating purchase orders from Google Sheets can be automated using a no-code platform like Pabbly Connect. It involves connecting Google Sheets and Google Docs, setting up a trigger when a new row is added in the sheet, and automatically creating a purchase order document with the order details.
Setting up the Workflow
Install the Pabbly Connect add-on in Google Sheets, set up the webhook URL and trigger column (the column after which the entire row will be sent to Pabbly Connect). Enable the 'Send on Event' option to automatically send new rows to Pabbly Connect.
In Pabbly Connect, create a new workflow and set Google Sheets as the trigger application. Set the trigger event as 'New or Updated Spreadsheet Row'. Add a filter action to only proceed when the 'Status' column in the sheet is set to 'Approved'.
Use the 'Text Formatter' action to format the quantity and price columns into comma-separated values. Use the 'Code by Pabbly' action to calculate the total price and total amount using JavaScript code (provided in the video).
Creating the Purchase Order Document
Add Google Docs as an action application in the workflow. Select the 'Create Document with Template' action event. Choose the purchase order template document and provide a name for the new document (e.g., 'Purchase Order for [Supplier Name]').
Map the order details (order number, date, company details, product details, quantities, prices, etc.) from the previous steps to the corresponding fields in the purchase order template. These fields are represented as variables enclosed in curly braces in the template.
Test the workflow by adding a new row in the Google Sheet with the 'Approved' status. Verify that a new purchase order document is created in Google Docs with the mapped data. Once set up, the workflow will automatically generate purchase orders for new 'Approved' rows in the sheet.