Prevent pricing gaps on airline deals with line items

Airline sales reps skip crate cost updates, causing missing COGS and faulty forecasts. It creates line items on crate cost change and links them to deals so finance and sales see accurate totals.

Overview

Missed COGS entries create blind spots in forecasting and can delay fulfillment. This workflow creates and links line items whenever crate cost changes, eliminating missing COGS so finance and sales work from the same deal totals. The result is more reliable forecasting and fewer fulfillment surprises.

Notable Features

Create line items from cost changes
Attach new line items to deals
Populate COGS and pricing fields