How do I set up the "Pull from Cin7 Core" step for Purchase Orders?

It is possible to configure ApprovalMax in a way that it pulls from Cin7 Core all Purchase Orders in the Ordering status and then starts the respective approval workflow for them.

In order to do so, go to the Purchase Order Creation and Approval Workflow, and click on the user stated under Pull From The Cin7 Core Inventory to change, or leave, them as the default one:


When finished, don't forget to update/activate the workflow.
All Purchase Orders pulled from Cin7 Core will be created in the name of this user.

Unfortunately, ApprovalMax does not know the details of who has created which Purchase Order in Cin7 Core, thus all Purchase Orders are created in the name of the particular user selected in the Pull from Cin7 Core step.

Therefore, we recommend selecting a generic email address at that point, such as finance@yourcompany.com, because this user will be notified about key Purchase Order events like approvals, rejections, comments.

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