Create customer and pick ticket from signed quote
Create customer and pick ticket from signed quote
Signed proposals aren't creating customers or orders, which stalls staging and shipment. It pushes customer, address, and pick-ticket data to inventory and job sheets for same-day staging.
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Overview
When signed proposals don't flow into inventory, staging and shipping stall and crews wait for parts. This workflow converts each signed proposal into a customer, address, and pick ticket so fulfillment can stage orders same day.