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Automatic Generation of Invoices and Packages on the Creation of a Sales Order using Zoho Flow

This week’s implementation covers the automatic generation of Invoices (Zoho Books) and Packages (Zoho Inventory) on the creation of a Sales Order using Zoho Flow.  Here are some key points from the video:

  • Sales Orders often aren’t necessary for sales flow but are necessary for using the Packages/Shipments functionality of Zoho Inventory.
  • This automation automatically creates an Invoice and a Package on the conversion of an Estimate to a Sales Order.
  • Package creation can notify the fulfillment team and it gets added to the Package/Shipment kanban board in Books/Inventory.
  • The invoice can be automatically sent to a client or held as a draft for review before delivery.

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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