Step 13– O/E Shipment, Invoicing & Emailing

These steps will extend the order import integration to ship and invoice each of the orders. The invoice transaction will then be printed to PDF and emailed.

1. Create Shipments & Invoices

This uses the Map transform to create new fields to capture key order details, and a Sage300 connector transform to import the invoices and shipments into Sage.

2. Printing the O/E Invoice

This step uses a Sage300 connector to print the invoices to file.

3. Email Invoice

Here a map transform is used to dynamically populate fields that will then be used by an email task to send a customised email to the client, with the invoice attached.