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.
How it works
If the Opportunity’s Stage is Closed Won, Ready to Create Sales Order will be checked. (The formula is editable)
Click the Create GF Sales Order button to create a Sales Order from the opportunity.
The Products on the Opportunity must be linked 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, the Sales Order lookup field on the opportunity will be populated.
On the Sales Order, the Opportunity lookup field will be populated.
Once a Sales Order is created, an Opportunity cannot be moved back to Commitment or Closed Won.