The Dynition workflow

Here's the path a typical purchase order takes through Dynition, from the moment it arrives to a finished order in your systems.

1. A PO arrives

A buyer sends a purchase order, usually as an email attachment. There are a few ways it reaches Dynition:

• Forward the email to Dynition and the PO comes straight in.
• Connect your inbox (Gmail or Outlook) so buyer emails arrive automatically.
• Upload the file yourself from inside the app.

However it arrives, Dynition reads the document and extracts the line items, quantities, prices, and addresses.

2. Dynition matches and validates

Dynition tries to resolve the PO against the records you already have:

• Who sent it: the buyer company and contact, matched to your companies and contacts.
• Where it ships and bills: addresses checked against the company's address book.
• What was ordered: SKUs and prices checked against your catalog.

Anything that needs a person, like a price that doesn't line up or a buyer that couldn't be matched, is flagged for review.

3. You review what needs attention

POs that resolved cleanly move straight through. The ones Dynition couldn't fully match to your data are flagged for review and wait for you in the review queue.

4. The order is created

Once a PO is validated, Dynition creates the downstream order and, where you've asked for it, sends the buyer an approval request before anything is finalized.