Update sales order record with order confirmation link
Update sales order record with order confirmation link
Your sales orders receive PDF confirmations that aren't linked to records, forcing fulfillment and billing to search for files. The link is added to the sales record so orders are processed same day.
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Overview
When order confirmation PDFs land as attachments, your small ops team should not be hunting for files. This flow links the confirmation URL to the sales record and alerts an owner if the record is missing, so fulfillment and billing can act the same day.