Sales & Order ProcessingPurpose
1.2. Enable automatic fetching, validation, deduplication, and synchronization of order data.
1.3. Reduce manual entry, accelerate fulfillment, standardize data collection, and ensure regulatory compliance for B2B transactions.
Trigger Conditions
2.2. Change in order status from pending to confirmed/paid.
2.3. Receipt of order document (CSV, XML, PDF) in monitored inbox or shared drive.
2.4. API webhook event fires from distributor or eCommerce platform.
Platform Variants
• Feature/Setting: Orders API — fetch “order creation” events via webhook to ingest B2B wholesale purchases.
3.2. SAP ERP
• Feature/Setting: Sales Order API (ODATA) — POST/GET new and updated sales orders for end-to-end integration.
3.3. Microsoft Dynamics 365
• Feature/Setting: SalesOrder entity via Common Data Service — automate order upserts, status sync.
3.4. Oracle NetSuite
• Feature/Setting: REST API, Sales Order endpoint — ingest and confirm incoming orders.
3.5. Salesforce
• Feature/Setting: Order object API — trigger flows when new distributor orders are submitted.
3.6. WooCommerce
• Feature/Setting: Webhooks, Orders endpoint — capture each new B2B/wholesale order for processing.
3.7. QuickBooks Commerce
• Feature/Setting: Sales Receipt/Create Sales Order via API for real-time data sync.
3.8. Lightspeed
• Feature/Setting: Orders API — configure to ingest distributor submissions into inventory management.
3.9. Salsify
• Feature/Setting: Syndication API — push accepted orders downstream or to ERP on approval.
3.10. SYSPRO
• Feature/Setting: EDI and Sales Orders API — automate order ingestion and 3PL notification.
3.11. Xero
• Feature/Setting: Invoices API — transform wholesale orders into account records and trigger fulfillment.
3.12. TradeGecko
• Feature/Setting: Orders API — integrate, update and sync distributor orders.
3.13. Magento Commerce
• Feature/Setting: Order APIs (REST/SOAP) — auto-fetch order and customer data for business processing.
3.14. Odoo
• Feature/Setting: Sale.order model, XML-RPC API — programmatic order creation and update workflows.
3.15. Avalara
• Feature/Setting: AvaTax API — configure to compute compliance-required alcohol taxes upon order creation.
3.16. ShipStation
• Feature/Setting: Orders endpoint — auto-import paid B2B orders for shipping label generation.
3.17. Klaviyo
• Feature/Setting: Webhook trigger on new order for customer or distributor notification and follow-up automations.
3.18. Google Sheets
• Feature/Setting: Apps Script/Sheet Webhook — append order records as rows for simple manual review layers.
3.19. Dropbox
• Feature/Setting: Files webhook — detect uploads of order files (CSV, EDI) for parsing and pipeline injection.
3.20. Email (Outlook/Google)
• Feature/Setting: IMAP/POP email parser — monitor for attached order forms and ingest using parser triggers.
3.21. HubSpot
• Feature/Setting: Deals API — create/update deals representing wholesale orders and trigger sales workflow.
3.22. Monday.com
• Feature/Setting: Board Item API — auto-create board items for new inbound distributor order tickets.
3.23. Zapier
• Feature/Setting: Webhook and app integrations to connect unsupported B2B ordering systems.
Benefits
4.2. Accelerates approval, fulfillment, and distributor communications.
4.3. Unifies wholesale sales data for analytics, forecasting, and compliance.
4.4. Ensures regulatory requirements for alcohol orders are met at ingest.
4.5. Frees up sales and admin teams to focus on strategic tasks.