Add external fulfillment ID to CRM order records
Add external fulfillment ID to CRM order records
Orders can arrive without CRM linkage, delaying billing and obscuring fulfillment status. This links the external fulfillment ID to CRM orders so teams reconcile shipments within minutes.
Overview
When fulfillment IDs aren't attached to CRM orders, billing and shipping confirmations stall and coordinators spend time reconciling. This flow attaches the external fulfillment ID to CRM orders so fulfillment coordinators and billing staff can reconcile and confirm shipments within minutes.