Create fulfillment task and customer record from orders
Create fulfillment task and customer record from orders
New paid orders sometimes lack tracked contacts and clear fulfillment notes, stalling packing. Create tasks and customer records so fulfillment and billing can process orders same day.
Overview
Untracked paid orders are a hidden bottleneck between sales and fulfillment. This flow turns each paid order into a customer record and an actionable task so your coordinators and billing staff can start processing and invoicing the same day.