Purchase Order
Overview
📥 Direction: Retail Express → Zudello
🔄 Sync Type: Incremental sync
Purchase order data flows from Retail Express to Zudello. This integration includes automatic currency creation, comprehensive line item detail, and flexible date formatting.
Purchase Order Features
✅ Three-Phase Processing - Creates currencies, then purchase orders with lines
✅ Custom Date Formatting - Handles multiple date input formats
✅ Line Item Detail - Complete line-level information with relationships
✅ Currency Auto-Creation - Extracts and creates currencies automatically
Key Behaviours
- Currency Creation: The integration first extracts unique currencies from the purchase order data and creates them in Zudello.
- Purchase Order Processing: It then processes the purchase order headers and lines, linking them to suppliers, currencies, products, and locations.
- Date Formatting: The integration can handle various date formats from Retail Express.
- Default Status: All purchase orders brought into Zudello are given a 'COMPLETE' status.
Field Mappings
Header Fields
| Zudello Field | Retail Express Field | Notes |
|---|---|---|
| PO Number | id | The purchase order ID. |
| Document Number | id | The purchase order ID. |
| Date Issued | created_on | The date the purchase order was created. |
| Status | N/A | Defaults to "COMPLETE". |
| Supplier | supplier.name | The name of the supplier. |
| Currency | fob_currency.currency_name | The currency of the purchase order. |
| Reference | suppliers_comments | Comments from the supplier. |
| Total | total_supplier_buy_ex | The total amount, excluding tax. |
Line Item Fields
| Zudello Field | Retail Express Field | Notes |
|---|---|---|
| Description | product.short_description | The description of the product. |
| Quantity Ordered | quantity_ordered | The quantity of the item that was ordered. |
| Quantity Received | quantity_received | The quantity of the item that has been received. |
| Tax Amount | N/A | Defaults to 0. |
| Total | total_supplier_buy_ex | The line total, excluding tax. |
| Unit Price | supplier_buy_ex | The unit price, excluding tax. |
| Item | product.id | The product on the line. |
| Location | inventory.outlet.id | The outlet/location for the line item. |
Currency Fields (Auto-created)
| Zudello Field | Retail Express Field | Notes |
|---|---|---|
| Code | fob_currency.currency_code | The currency code (e.g., AUD). |
| Name | fob_currency.currency_name | The name of the currency (e.g., Australian Dollar). |
| Status | N/A | Defaults to "ACTIVE". |
Troubleshooting
| Issue | Cause | Solution |
|---|---|---|
| PO not syncing | The PO has not been recently modified in Retail Express. | Check the PO's modification date and filter syntax. |
| Missing line items | The include_items parameter is not set correctly in the configuration. | Verify API parameter configuration. |
| Date format errors | The date format is not supported. | Check the date formatting logic. |
| Currency missing | The FOB currency data is incomplete in Retail Express. | Verify currency setup in Retail Express. |
| Line references broken | The related product or outlet sync is incomplete. | Ensure the related product and outlet syncs have completed successfully. |