Update sales order records with customer reference from CRM
Update sales order records with customer reference from CRM
Confirmed orders miss CRM customer references on sales orders, forcing manual lookups and shipment delays. Add references to sales orders so fulfillment and project managers can act same day.
Overview
Missing customer references on sales orders forces manual lookups and delays fulfillment handoffs. This flow writes the CRM customer reference onto the matching sales order so fulfillment and project managers can schedule and ship same day.