Update shipped order record and create shipment note
Update shipped order record and create shipment note
Your kit shipment notices aren't linked to orders, leaving coordinators without tracking for outreach. Records are updated and a shipment note is added so staff can reconcile inventory same day.
Overview
Stop relying on manual updates when kits ship — ensure shipping notices populate order records and create a clear shipment note so program coordinators and fulfillment staff have the context they need. That means tracking numbers and ship dates appear in the CRM within minutes, enabling same-day follow-up and cleaner inventory reconciliation.