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.

Update shipped order record and create shipment note

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.

Update shipped order record and create shipment note