Update item with parsed product line on creation
Update item with parsed product line on creation
Your new sales board items embed product info in the title, forcing manual parsing and routing errors. Normalized fields are added on creation so reps and fulfillment can route orders same day.
Overview
When new sales items arrive with embedded product info, manual parsing slows reps and delays picks. This flow extracts and writes a normalized product field on creation so orders route correctly and fulfillment can act same day.