Create sales order from closed opportunity in ERP
Create sales order from closed opportunity in ERP
Your closed opportunities often lack a matching ERP sales order, causing fulfillment and billing delays. Create the ERP order and attach its PDF to opportunity so teams have accurate records same day.
Overview
When opportunities convert to ordered, manual handoffs slow production and invoicing. This flow creates the ERP sales order, attaches the PDF to the CRM record, and updates the opportunity so fulfillment and billing can act the same day.