Create sales order CSV and email it to ERP
Create sales order CSV and email it to ERP
You get raw sales CSV attachments that need cleanup and templating before ERP import, slowing order processing. Generate and send ERP-ready order sheets automatically so orders post same day.
Overview
Incoming raw sales CSVs require manual cleanup and create a backlog that delays order posting and invoicing. This flow turns those attachments into ERP-ready order sheets and delivers them to your ERP intake address so accounting can post orders the same day.