Automate order creation in Factory via Google Drive
planned
Paul Lutkajtis
Automatically create new orders in Factory by dropping an Excel or CSV file into a shared Google Drive folder. Factory would then create the new order using the data from the Excel file. This would allow for 3rd party quoting applications (including manual spreadsheets) to continue to be used in certain situations, without the need to double handle / manually recreate the order in Factory.
I
Increased Prawn
so this would be different option to the way you can currently import the file using Sales Order >Add product>import product??? very interested to hear how this will work...
Paul Lutkajtis
Increased Prawn: Correct! This will create an entire order from scratch, not only populate line items onto an existing order :) As we get closer to sharing some information on this, we'll showcase our thinking during or after one of our product webinars :)
Paul Lutkajtis
planned
Paul Lutkajtis
under review