📋 What You Need to Know
The Purchase Order (PO) module is available for customers using Ingram Micro, TD Synnex, and Pax8 distributors. This automation can save hours on post-sale workflows by streamlining your procurement process by.
🔄 Automatically creating post-sale tickets from approved quotes.
🧾 Generating POs in your PSA (e.g., Autotask, HaloPSA, ConnectWise).
📤 Submitting POs to distributors via API or email.
🔗 Consolidating items across quotes into a single PO.
🔍 Maintaining full audit trails and order visibility.
Quick Links: Check pricing | Book a demo to learn how this can save you hours on post-sale workflows.
👀 Before You Start
📝 Prerequisites
✓ Active Salesbuildr account with PO module enabled
✓ Integration with supported PSA (Autotask, ConnectWise or HaloPSA)
✓ Distributor account with one of the supported vendors
✓ Approved quotes ready for procurement
⚙️ Initial Setup Required
Configure post-sale ticket defaults - Follow this guide
Set up distributor API integration (see section below)
⚙️ Setting Up Distributor Integration
🏢 Ingram Micro API Setup
Step 1: 👤 Create Developer Account
Visit the Ingram Micro Developer Portal
Create a developer account if you don't have one
Step 2: 📱 Add Production Application
Click "Add production App" to add a new production application
Use the values and toggles as seen below, add your account manager’s email in the last field and select add app.
You will receive an approval after review.
Step 3: 🔑 Get API Keys
Once approved (you'll receive 📧 email notification)
Copy your API keys from the developer portal
In Salesbuildr, navigate to Admin > Integrations > Manage and configure Ingram Micro order connection.
Enter the following:
Customer Number
Client ID
Client Secret
Select your currency
Click Save to activate the integration
🏢 TD Synnex Setup
Prerequisites: Obtain your TD Synnex API credentials before starting this setup. Contact your TD SYNNEX account manager or check your developer portal before starting in Salesbuildr.
Go to Admin > Integrations > Manage
Locate TD SYNNEX and click Configure
For all regions except the US, you will see the following configuration screen:All regions except US, below pop up will appear.
For the US region, you will see a slightly different configuration screen:
Once you’ve entered the correct credentials:
Click Save
Enable the integration toggle to activate order sending
🔎 Need help getting your API credentials? Contact your TD SYNNEX account manager or check your developer portal.
🏢 Pax8 setup
Follow the instructions on this page to complete your Pax8 setup:
These steps apply to both:
📦 Distributor feed integration
🛒 Procurement and order placement
🔎 For additional details about API access or portal setup, please reach out directly to your applicable Pax8 Partner Success team or account manager.
🚀 Creating Your First Purchase Order
Step 1: 📋 Access Pending Order Items
After you have an approved quote:
Navigate to the approved quote in Salesbuildr
Click on "Pending Order Items"
Review items flagged for procurement
Step 2: 🛍️ Select Items and Create Order
For a New Purchase Order:
Select the items you want to order
Click "Create Order"
This generates a new PO in Salesbuildr
To Add to Existing PO:
Select the items you want to add
Choose "Add to Order"
Select the target PO from the dropdown
Items will be added to the selected PO
Step 3: ✏️ Review and Place the Order
When you're ready to submit:
Review all selected items and quantities
Verify shipping addresses (especially for 📦 dropshipping)
Click "Place Order"
🤖 What happens automatically:
Updates the post-sale ticket in your PSA with selected items
Creates the Purchase Order in your PSA (e.g., Autotask)
Submits the order to your distributor via:
🔌 API (for integrated distributors like Ingram Micro)
📧 Email (for distributors without API integration)
Step 4: 👀 View PO in Your PSA
Look for the PSA icon next to the order/ticket number in Salesbuildr
Click to view full details in your PSA
💡 Tip: You may need to refresh the page for the icon to appear
🔧 Advanced Features
🔗 Combining Purchase Orders
💰 Save on shipping costs by grouping items from multiple customers into a single distributor PO:
Add items from multiple quotes to your order queue
Submit as one consolidated PO to your distributor
Salesbuildr automatically creates separate customer-specific POs in your PSA
Full audit trail maintained for each customer
📦 Dropshipping Support
For direct-to-customer shipments:
Enable dropshipping at the quote level
Edit the shipping address when creating the PO
Items ship directly from supplier to end customer
💵 Getting Latest Pricing
Before placing orders:
Click "Use Latest Distributor Cost" in the Cost column
Salesbuildr fetches current pricing from your distributor
Updated costs are reflected in your PO
📊 Managing Purchase Orders
✋ Manual PO Submission
If you need to order directly through distributor portals:
Create the PO manually in your distributor's system
In Salesbuildr, go to the order view
Click "Mark as Submitted" in the left menu
Optionally add the PO ID from your PSA for tracking
⚠️ Important: This only updates status in Salesbuildr - no PSA or distributor actions are triggered.
❌ Cancel Button for Pending POs
You can use Cancel button for purchase orders that are still in a Pending state, giving you more control and flexibility when managing procurement workflows. Clicking Cancel will:
Click the "Cancel" button on the order
Items return to the Pending Items queue
You can reuse or dismiss items as needed
🧾 Order Audit Trail
Every PO includes a complete history showing:
🎯 Action performed (e.g., "Order item added")
🕐 Timestamp of each action
👤 User who performed the action
This ensures full accountability and visibility throughout the procurement process.
❓Frequently Asked Questions
Does Salesbuildr create Sales Orders in Autotask?
No, Salesbuildr creates post-sale tickets with charges and purchase orders, not sales orders.
How do I receive ordered items?
Use your existing Autotask workflow for receiving items - this process remains unchanged.
How does Salesbuildr determine what products to add to the order?
Salesbuildr will look for products that have the Autotask "does not require procurement" flag turn off. If this is the case, Salesbuildr will assume the product will need to be procured.
What happens with recurring services in quotes?
Only products are added to post-sale tickets automatically. You must manually add recurring services to contracts.
What happens if I have to add the products to a Project?
Currently, Salesbuildr will only add products from the approved quote to the post-sale ticket. You will have to manually run the Won opportunity Wizard if you want to add products from the approved quote to a project.
What distributors are supported?
Currently supported: Ingram Micro, TD Synnex, Pax8
Coming soon: KPN, Copaco, ALSO
Workaround: Manual PO management for unsupported distributors
How does ticket charge synchronization work?
The ticket charges are synchronized to Salesbuildr, so clients can purchase everything using our purchase order module.