Speed distributor approvals for business owners' new clients

Business owners face fulfillment delays when new client records don't alert distributors. It notifies distributors with approval, shipping, and invoice details so orders begin processing.

Overview

Missed distributor approvals stall fulfillment and create billing errors. This flow ensures distributors receive approval, shipping, and invoice details when a new client is added, eliminating handoffs and getting orders started quickly — teams report faster response times and zero missed follow-ups.

Notable Features

Notify distributor with order details
Attach shipping and invoice instructions
Create fulfillment task for sales