Content Comparison

...

Overview

For a streamlined and seamless transition from Sales Cloud into Goldfinch, YAKTA is using Opportunity to Sales Order integration. This will enable the Yakta team to keep both Opportunity / Sales Order lines consistent.

Create GF Sales Order from SF Opportunity

• If the Opportunity’s Stage is Closed Won, this will check the field ( Ready to Create Sales order).

  Image Removed

  If this checkbox is true (checked), you can click on Order will be checked. (The formula is editable)

...

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

...

• The Items should Products on the Opportunity must be linked with Products for Sales orders to add sales lines, you will get the to Items

  • You will get an error message if it's not linked

  • Default Purchasing Type from Item will be copied to the Sales Line.

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

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

• Once a Sales Order is created, the Opportunity cannot be moved back to Commitment or Closed Won.