ID815
If This Then That (IFTTT)
Output Type: Data Push
ID815 new features:
- Ability to create a contract and populate the contract with serial numbers from the sales order as they are delivered
- Ability to create a purchase order from specific sales orders (ie: auto create a PO for drop shipped supply orders)
- Ability to move PO line item remarks containing tracking numbers to the linked service call notes
- Ability to move PO Header remarks containing tracking numbers to all the linked service calls for that PO
- Creating leases coming soon
Our process ID348 is designed to keep sales reps updated on the status of their equipment orders, but it can also notify the inventory person to get everything ordered and keep the setup shop in the loop. Currently, the ID348 process requires that you manually change the sales order status when all of the equipment is received. ID815 will automate that and the call creation. We can create all calls, leave the setup calls open, and put the rest on hold until setup is completed, giving your team visibility into what's coming.
Right now this complicated, multiple step process has a waiting list. So please be sure to review our documentation and let us know at help@ceojuice.com that you're interested. https://support.ceojuice.com/hc/en-us/articles/205122680
Related Alerts
| ID # | Description | Notes | Required |
|---|---|---|---|
| ID348 | Update Reps on Equipment Orders | Keeps your staff and sales informed of Sales Order Status as it changes | No |
| ID959 | Setup/Delivery Service Call(s) Generated from Sales Order Status | Auto creates Setup and Delivery Service Call(s) Generated based on Sales Order Status | No |
| ID742 | Convert Sales Quotes for specified creatorID(s) to Sales Orders (In development) | No | |
| ID517 | Power BI Sales Orders Insights | No | |
| ID907 | Power BI Workflows (In Development) | No | |
| ID947 | Daily Housekeeping Tasks | Yes | |
| ID438 | Housekeeping for Sales Order Statuses (In Development) | No |