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Overview
For a streamlined and seamless transition from the Sales Cloud into Goldfinch, YAKTA is using Opportunity to Sales Order integration. This will enable the Skudo team to keep both Opportunity / Sales order lines consistent.
How it works
If the Opportunity Stage = Closed Won, Click “Create GF Sales Order” button to create a Sales Order from the opportunity.
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The Items should be linked with Products for Sales orders to add sales lines, you will get the message if it's not linked
After creating Sales order, it will populate on Sales order lookup field on the opportunity
In the Sales order , the related Opporunity will be populated.
When the Opportunity stage is Closed Won, this will check the field (Ready to Create Sales order).
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