Create order follow-up tasks from new shipment records
Create order follow-up tasks from new shipment records
Orders hitting transit leave invoicing and POD steps unassigned, causing fulfillment gaps and delayed customer updates. It creates assigned invoicing and POD tasks for project managers so work is actioned same day.
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Overview
Shipping follow-ups often slip when orders enter transit untracked, creating billing delays and unhappy customers. This flow creates assigned invoicing and POD tasks as soon as an order reaches transit, so project managers can close follow-ups same day.