Annotate orders with customer certificate status for ops

Your new orders lack customer certification visibility, causing compliance holds and manual checks at packing. This appends certificate status to order notes so fulfillment can proceed same day.

Annotate orders with customer certificate status for ops

Overview

When certification details aren't visible on orders, fulfillment stalls and compliance must intervene, delaying shipments. This flow automatically checks the customer record and annotates each order with certificate status so fulfillment and compliance can clear or flag orders same day.

Annotate orders with customer certificate status for ops