Create CRM prospect and invoice from marketplace wholesale orders
Create CRM prospect and invoice from marketplace wholesale orders
Marketplace orders often arrive without CRM prospects or billing records, delaying invoicing and reconciliation. Create prospects and invoices so billing staff can invoice same day.
Overview
Incoming wholesale orders from marketplaces often land without CRM or billing records, slowing invoicing and cash collection. This flow captures each order, extracts VAT and cleans line items, and creates the prospect and invoice so billing staff can invoice same day.