Order Processing & FulfillmentPurpose
1.2. Sync order data from ERP or eCommerce platforms directly to invoicing and shipping systems.
1.3. Decrease order-to-shipment time, reduce human error, and streamline documentation for wholesale HVAC filter suppliers.
1.4. Ensure compliance with financial and shipping standards by auto-appending tracking numbers and tax calculation.
1.5. Maintain accurate records for both customers and regulatory needs.
Trigger Conditions
2.2. Stock allocation confirmation or packing slip created.
2.3. Confirmation of payment or credit validation.
2.4. Inventory tracker signals sufficient quantity for all SKUs in the order.
2.5. Shipping carrier selection finalized.
Platform Variants
- Feature/Setting: Webhook “order_fulfilled” triggers; configure by enabling admin webhook in settings.
3.2. WooCommerce (WordPress)
- Feature/Setting: REST API endpoint for order status change; enable API and permissions in WooCommerce > Advanced > REST API.
3.3. Magento
- Feature/Setting: Event observer for order status; integrate via SalesOrderSaveAfter event.
3.4. QuickBooks Online
- Feature/Setting: Invoice creation API; configure OAuth2 and grant “Create Invoices” permission.
3.5. Xero
- Feature/Setting: POST to “Invoices” endpoint; API key setup with ‘invoice.write’ permission.
3.6. Zoho Books
- Feature/Setting: Invoice module automation via “On Order Fulfillment” workflow; set up Zoho Flow integration.
3.7. ShipStation
- Feature/Setting: Label generation API (“Create Label for Shipment”); API configured with account access token.
3.8. UPS
- Feature/Setting: Shipping API - “Ship” Service; set up Access Key and specify label format (PDF, ZPL).
3.9. FedEx
- Feature/Setting: FedEx Web Services “Create Shipment”; enable API credentials and define print options.
3.10. EasyPost
- Feature/Setting: Shipping label POST endpoint; add API Key and automate label retrieval.
3.11. Microsoft Dynamics 365
- Feature/Setting: Business event trigger on “Order Fulfilled”; connect Power Automate for PDF generation.
3.12. SAP Business One
- Feature/Setting: DI API to create AR Invoice and “Delivery” objects; user credentials with invoice creation rights.
3.13. Oracle NetSuite
- Feature/Setting: SuiteScript/RESTlet for invoice and fulfillment; script for triggered export to logistics provider.
3.14. Square
- Feature/Setting: Orders API “Order Fulfilled” webhook; automate with Invoice API for document generation.
3.15. Stripe
- Feature/Setting: Checkout.session.completed webhook; trigger Invoice API and send PDF link.
3.16. FreshBooks
- Feature/Setting: "Create Invoice" endpoint; setup API token with permissive invoice scope.
3.17. Odoo
- Feature/Setting: Automated Actions on Sales Order fulfillment; configure invoice and delivery slip generation within Odoo Studio.
3.18. Orderhive
- Feature/Setting: Custom workflow rules for “fulfillment status changed”; auto-generate invoice and trigger shipping module.
3.19. SAP S/4HANA Cloud
- Feature/Setting: API_SalesOrder_Transaction to monitor fulfillment; enable Invoice Integration API.
3.20. Stamps.com
- Feature/Setting: Shipping Label API; configure API integration key and set auto-print for each fulfilled order.
3.21. DHL Express
- Feature/Setting: MyDHL API “Create Shipment”; set required credentials and auto-fetch label.
3.22. Avalara
- Feature/Setting: Avalara AvaTax API; auto-calculate tax and append to invoice.
3.23. DocuSign
- Feature/Setting: eSignature API; auto-route generated invoices for required e-signature before emailing.
3.24. Google Workspace
- Feature/Setting: Google Docs API for invoice template; generate PDF and auto-store in designated Google Drive folder.
Benefits
4.2. Minimizes invoice and label errors, increasing customer satisfaction and regulatory compliance.
4.3. Accelerates packing and shipping, reducing order-to-cash cycle time.
4.4. Provides real-time traceability for all documentation.
4.5. Enables scalable growth by automating repetitive fulfillment tasks.