Send confirmed order ESD emails and update record
Send confirmed order ESD emails and update record
Purchase orders marked confirmed without an ESD leave your project team without delivery context. Customers get ESD emails and the order record updates so teams can act same day.
Overview
When POs flip to confirmed without clear ship dates, planners lose visibility and deliveries get delayed. This flow sends customers their ESD and updates the order record automatically, giving project managers same-day delivery visibility so they can schedule crews and resources.