Quotes and sales operations
How do I turn messages or form entries into ERP records or invoices?
Extract the needed fields into a structured intake record, validate them, then map them to the correct ERP object or invoice fields. Send incomplete or ambiguous requests to review instead of creating bad financial records.
What to check
- Which fields are required by the ERP?
- How are customers and products matched?
- What happens when information is missing or unclear?