Prevent invoicing delays for operations with order flags

Operations coordinators lose sight of new non-PDX orders missing tracking, causing invoicing holds and disrupted shipment handoffs. Flags mark invoice-ready orders so finance can bill promptly.

Overview

Orders missing tracking create invoicing holds and manual shipment handoffs, putting collections at risk. This workflow flags non-PDX orders, marks invoice-ready status, and notifies finance and operations so billing proceeds without chase — operations report fewer manual escalations and smoother handoffs.

Notable Features

Flag non-PDX orders needing tracking
Set invoice-ready status for orders
Notify finance and operations of exceptions