Populate task fields from imported sales order text
Populate task fields from imported sales order text
Your sales-order tasks arrive as freeform notes, leaving planners without parsed chassis, paint code, or due date details. This fills structured fields so builds can be scheduled same day.
Overview
Unstructured sales-order tasks force production planners to parse details manually, slowing fabrication starts and risking missed dates. This flow extracts chassis, paint codes, stock numbers, and due dates into task fields so planners can schedule and begin builds same day.