Create draft order records for sales ops review
Create draft order records for sales ops review
Your draft B2B orders sit unreviewed, missing pricing, tax, or customer details that block fulfillment. Route each draft into a shared orders table for same-day sales ops review.
Overview
Draft B2B orders that sit unvalidated create billing friction and slow fulfillment; routing them into a single orders table makes validation visible to sales ops and account managers. This turns hidden drafts into reviewable records so teams can validate pricing and tax and start processing the same day.