Create shipping preparation items from new draft invoices
Create shipping preparation items from new draft invoices
Your draft invoices in accounting lack linked preparation tasks, causing packing and shipping delays and missed deadlines. The workflow creates task items so fulfillment teams can start preparation same day.
Overview
Draft invoices often leave fulfillment teams waiting and cause shipment delays. This flow converts each draft invoice into a tracked preparation item on your project board so project managers and fulfillment coordinators get visibility to start packing same day.