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Scott Zhuo

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

How it works

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

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

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  • The Products on the Opportunity must be linked to Items, or you

    • You will get

    the

    • an error message if it's not linked

  • After creating a Sales orderOrder, the Sales order Order lookup field on the opportunity will be populated.

  • On the Sales order Order, the Opportunity lookup field will be populated.