The PO Sync Workbench is the same dedicated workspace referred to elsewhere as the PO Workbench. It is built for reconciling supplier PO confirmation PDFs against your internal records so you are not constantly switching between a PDF and a spreadsheet. You view the supplier’s PDF on one side and your editable PO table on the other, then map values from the document into line items instead of retyping them.
The PO Sync Workbench is available to buyers (users with the purchasing access your workspace uses to manage POs).
You can open the workbench whenever an order confirmation file (for example a supplier confirmation PDF) is on the PO. Use either entry point:
The workbench is not opened from the header actions menu (three dots); it opens from the file in chat or from confirmation history.
The workspace is divided into two independently scrollable panes:
You can scroll each pane separately to align the section of the PDF you are reading with the line item you need to update.
If the supplier uploaded a native digital PDF, text is already selectable. Highlight the value you need — a price, a date, a quantity — and it is ready to map.
For scanned documents where text cannot be highlighted, click Scan Document at the top of the PDF pane. Axya runs optical character recognition (OCR) on the file and makes the text selectable, just like a digital PDF.
Repeat for every field you need to update. You can link delivery dates, quantities, unit prices, or any other editable field.
Once you have finished mapping, click Review Changes. The summary view lists every modified line item with Old value and New value side by side. Tag each update by type (for example, “Confirm price” or “Update ETA”) so your revision history stays clear. For more information on how revisions are tracked, see PO Revisions.
When you are satisfied with every update:
No changes are saved to the PO until you click Commit Changes. You can leave the workbench at any time before committing; exiting without committing does not alter your order data.
All committed changes are recorded in the order's revision history and visible to both buyer and supplier.
Tip: The workbench pairs well with the revision workflow. After committing mapped changes, the supplier is notified of the updates just as with any other revision.
| Previous | Next |
|---|---|
| Shipment Tracking | PO Follow-ups |