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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 Yakta team to keep both Opportunity / Sales order lines consistent.

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• If the Opportunity Stage = Closed Won, Ready to Create Sales Order will be checked. (The formula is editable)

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• Click “Create GF Sales Order” button to create a Sales Order from the opportunity.

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• The Items should Products on the Opportunity must be linked with Products for Sales orders to add sales lines, to Items, or 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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• If this checkbox is true (checked), you can click on Create GF Sales Order button to create a Sales Order from the opportunity.

• 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 a Sales Order, it will populate on Sales order lookup field on the opportunity.

• In the Sales Order, you will have a related opportunityOn the Sales order , Opportunity lookup field will be populated.