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.