For business owners: keep sales and planning aligned

Business owners lose customer and order data, causing planning errors and fulfillment delays. It upserts customers and sales into the planning database so planners get accurate records.

Overview

Out-of-sync sales and planning data causes fulfillment errors and missed expectations for your customers. This flow consolidates customer and order records in your central planning database so planners start fulfillment with accurate data, eliminating manual handoffs—teams report fewer data-entry errors.

Notable Features

Create or update customer records
Match sales to existing customers
Notify planners on new orders