Add filtered order cards to sales tracking spreadsheet
Add filtered order cards to sales tracking spreadsheet
Your incoming order cards for a target product aren't captured centrally, creating fulfillment gaps. Save matching orders to a sales worksheet so processors reconcile them the same day.
Overview
If product-specific order cards only live on your board, fulfillment and daily closeout get delayed. Capture matching cards into a sales worksheet so processors can reconcile and fulfill orders the same day.